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EverQuote

238 hedge funds and large institutions have $742M invested in EverQuote in 2025 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 89 increasing their positions, 82 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

9% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 82

0.81% more ownership

Funds ownership: 84.34%85.15% (+0.81%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
238
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.11M
Puts
$281K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Canada Life
176
Canada Life
Manitoba, Canada
$83K
TRCT
177
Tower Research Capital (TRC)
New York
$79.8K
AIP
178
Ameritas Investment Partners
Nebraska
$62.6K
CA
179
Clearstead Advisors
Ohio
$53.9K
PWPS
180
Pinnacle Wealth Planning Services
Ohio
$52.1K
SEP
181
Signature Equity Partners
Ohio
$34.7K
C
182
Covestor
United Kingdom
$34K
AF
183
Allworth Financial
California
$32.4K
Comerica Bank
184
Comerica Bank
Texas
$31.3K
Federated Hermes
185
Federated Hermes
Pennsylvania
$27.5K
AB
186
Amalgamated Bank
New York
$25K
TM
187
Torren Management
California
$24.3K
TFA
188
Transamerica Financial Advisors
Florida
$23.8K
QCG
189
Quadrant Capital Group
Ohio
$23.5K
EWA
190
EverSource Wealth Advisors
Alabama
$21.8K
CFB
191
Cullen/Frost Bankers
Texas
$18.2K
SWM
192
Spire Wealth Management
Virginia
$15.3K
Osaic Holdings
193
Osaic Holdings
Arizona
$14K
VCM
194
Versant Capital Management
Arizona
$13.2K
GI
195
GAMMA Investing
California
$13.1K
Nisa Investment Advisors
196
Nisa Investment Advisors
Missouri
$13K
SSG
197
Summit Securities Group
New York
$12.2K
CIBC Private Wealth Group
198
CIBC Private Wealth Group
Georgia
$11.8K
SPIA
199
Steward Partners Investment Advisory
New York
$10.8K
SAM
200
Smartleaf Asset Management
Massachusetts
$10.4K