We are live on ! Find out more
EVER icon

EverQuote

220 hedge funds and large institutions have $639M invested in EverQuote in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 98 increasing their positions, 67 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 67

2.42% more ownership

Funds ownership: 82.26%84.69% (+2.4%)

3% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 31

0% more funds holding

Funds holding: 219220 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $648M → $639M (-$8.92M)

1% less call options, than puts

Call options by funds: $2.79M | Put options by funds: $2.83M

Holders
220
Holders Change
+1
Holders Change %
+0.46%
% of All Funds
2.89%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
32
Increased
98
Reduced
67
Closed
31
Calls
$2.79M
Puts
$2.83M
Net Calls
-$41K
Net Calls Change
-$4.47M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
76
Envestnet Asset Management
Illinois
$1.2M +$179K +7,425 +16%
EGM
77
Engineers Gate Manager
New York
$1.16M +$305K +12,621 +33%
SST
78
S Squared Technology
New York
$1.14M
GC
79
Globeflex Capital
California
$1.14M +$1.01M +41,796 +511%
Janus Henderson Group
80
Janus Henderson Group
United Kingdom
$1.12M -$2.49M -103,132 -68%
DADC
81
D.A. Davidson & Co
Montana
$1.1M +$1.16M +48,112 New
HSBC Holdings
82
HSBC Holdings
United Kingdom
$995K +$279K +11,542 +36%
RhumbLine Advisers
83
RhumbLine Advisers
Massachusetts
$952K -$17.9K -740 -2%
WAM
84
Wakefield Asset Management
Colorado
$911K -$1.57K -65 -0.2%
SPC
85
Sigma Planning Corp
Michigan
$907K +$124K +5,145 +15%
PMAM
86
Picton Mahoney Asset Management
Ontario, Canada
$900K +$950K +39,340 New
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$896K +$286K +11,824 +43%
Verition Fund Management
88
Verition Fund Management
Connecticut
$893K +$7.39K +306 +0.8%
Connor, Clark & Lunn Investment Management (CC&L)
89
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$856K -$3.17M -131,136 -78%
Invesco
90
Invesco
Georgia
$854K +$146K +6,045 +19%
MAM
91
Martingale Asset Management
Massachusetts
$840K +$228K +9,435 +35%
Jane Street
92
Jane Street
New York
$824K +$635K +26,280 +269%
Citadel Advisors
93
Citadel Advisors
Florida
$811K -$6.05M -250,459 -88%
SSA
94
Sierra Summit Advisors
Nevada
$807K +$190K +7,881 +29%
UBS AM
95
UBS AM
Illinois
$786K -$6.75M -279,339 -89%
HIS
96
Horizon Investment Services
Indiana
$784K -$169K -6,998 -17%
JP Morgan Chase
97
JP Morgan Chase
New York
$777K -$205K -8,473 -20%
MW
98
MBL Wealth
North Carolina
$755K
CSS
99
Cubist Systematic Strategies
Connecticut
$716K -$3.7M -153,224 -83%
LCM
100
Legato Capital Management
California
$708K