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EverQuote

226 hedge funds and large institutions have $466M invested in EverQuote in 2026 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 100 increasing their positions, 66 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 66

49% more call options, than puts

Call options by funds: $1.42M | Put options by funds: $956K

6.91% more ownership

Funds ownership: 86.02%92.93% (+6.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less funds holding

Funds holding: 242226 (-16)

24% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 51

38% less capital invested

Capital invested by funds: $750M → $466M (-$284M)

Holders
226
Holders Change
-16
Holders Change %
-6.61%
% of All Funds
2.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
39
Increased
100
Reduced
66
Closed
51
Calls
$1.42M
Puts
$956K
Net Calls
+$467K
Net Calls Change
-$2.36M
Name Holding Trade Value Shares
Change
Change in
Stake
Los Angeles Capital Management
76
Los Angeles Capital Management
California
$996K -$92.9K -4,913 -7%
KJHP
77
K.J. Harrison & Partners
Ontario, Canada
$985K +$1.02M +53,900 +539%
Brown Advisory
78
Brown Advisory
Maryland
$975K -$72.5K -3,833 -6%
HSBC Holdings
79
HSBC Holdings
United Kingdom
$965K +$592K +31,281 +103%
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$931K +$151K +7,959 +15%
Swiss National Bank
81
Swiss National Bank
Switzerland
$902K
HF
82
HRT Financial
New York
$884K +$213K +11,274 +24%
Creative Planning
83
Creative Planning
Kansas
$883K +$507K +26,821 +88%
CC
84
Clearline Capital
New York
$828K +$1.02M +53,724 New
Invesco
85
Invesco
Georgia
$809K +$62.8K +3,321 +7%
GC
86
Globeflex Capital
California
$771K
GAM
87
Gotham Asset Management
New York
$765K -$42.7K -2,256 -4%
GLA
88
Great Lakes Advisors
Illinois
$753K -$101K -5,359 -10%
MML Investors Services
89
MML Investors Services
Massachusetts
$676K +$394K +20,852 +91%
DADC
90
D.A. Davidson & Co
Montana
$666K -$96.9K -5,122 -11%
Prudential Financial
91
Prudential Financial
New Jersey
$659K +$354K +18,720 +78%
Corient Private Wealth
92
Corient Private Wealth
Florida
$659K +$808K +42,713 New
FG
93
Formula Growth
Quebec, Canada
$617K +$756K +40,000 New
Vontobel Holding
94
Vontobel Holding
Switzerland
$603K +$235K +12,415 +46%
JF
95
Jump Financial
Illinois
$571K -$332K -17,538 -32%
UBS AM
96
UBS AM
Illinois
$566K +$21.4K +1,132 +3%
RhumbLine Advisers
97
RhumbLine Advisers
Massachusetts
$564K -$6.81K -360 -1%
HWAM
98
Hennion & Walsh Asset Management
New Jersey
$562K +$116K +6,143 +20%
JP Morgan Chase
99
JP Morgan Chase
New York
$555K -$432K -22,863 -39%
LCM
100
Legato Capital Management
California
$516K -$1.01M -53,232 -61%