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EverQuote

242 hedge funds and large institutions have $750M invested in EverQuote in 2025 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 90 increasing their positions, 84 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,007% more call options, than puts

Call options by funds: $3.11M | Put options by funds: $281K

92% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 25

17% more capital invested

Capital invested by funds: $639M → $750M (+$111M)

10% more funds holding

Funds holding: 220242 (+22)

1.33% more ownership

Funds ownership: 84.69%86.02% (+1.3%)

7% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 84

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
242
Holders Change
+22
Holders Change %
+10%
% of All Funds
2.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
48
Increased
90
Reduced
84
Closed
25
Calls
$3.11M
Puts
$281K
Net Calls
+$2.83M
Net Calls Change
+$2.87M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
51
Bank of New York Mellon
New York
$2.43M +$296K +12,228 +16%
Massachusetts Financial Services
52
Massachusetts Financial Services
Massachusetts
$2.4M -$1.03M -42,475 -32%
LCM
53
Legato Capital Management
California
$2.34M +$1.35M +55,741 +180%
SST
54
S Squared Technology
New York
$2.05M +$631K +26,047 +52%
Mackenzie Financial
55
Mackenzie Financial
Ontario, Canada
$2.05M -$55.6K -2,296 -3%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$1.9M +$435K +17,943 +34%
Barclays
57
Barclays
United Kingdom
$1.83M +$20.2K +834 +1%
Brown Advisory
58
Brown Advisory
Maryland
$1.81M -$1.53K -63 -0.1%
YIH
59
Y-Intercept (HK)
Hong Kong
$1.8M -$1.15M -47,651 -42%
ZIM
60
Zacks Investment Management
Illinois
$1.79M +$19K +782 +1%
IC
61
IEQ Capital
California
$1.78M -$378K -15,607 -19%
Russell Investments Group
62
Russell Investments Group
United Kingdom
$1.77M -$81.2K -3,352 -5%
TI
63
Trexquant Investment
Connecticut
$1.76M -$2.15M -88,761 -58%
JCIA
64
Jackson Creek Investment Advisors
Colorado
$1.72M -$57.3K -2,363 -4%
EGM
65
Engineers Gate Manager
New York
$1.7M +$298K +12,279 +24%
Swiss National Bank
66
Swiss National Bank
Switzerland
$1.58M +$116K +4,800 +9%
Teacher Retirement System of Texas
67
Teacher Retirement System of Texas
Texas
$1.58M -$264K -10,881 -16%
JP Morgan Chase
68
JP Morgan Chase
New York
$1.57M +$589K +24,322 +72%
ECM
69
ExodusPoint Capital Management
New York
$1.47M +$1.32M +54,629 New
JF
70
Jump Financial
Illinois
$1.47M +$708K +29,211 +115%
GLA
71
Great Lakes Advisors
Illinois
$1.46M -$611K -25,194 -32%
Los Angeles Capital Management
72
Los Angeles Capital Management
California
$1.44M -$551K -22,737 -25%
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$1.42M -$7.08K -292 -0.6%
GAM
74
Gotham Asset Management
New York
$1.4M -$367K -15,160 -23%
GC
75
Globeflex Capital
California
$1.35M