EVERQUOTE INC (EVER)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
235
Reporting holders
$685.7M
Reported value
3.2%
Held as options
+23
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $90.8M | 3,818,452 | 0.00% | 8q | +9.2%+$7.6M |
| Allspring Global Investments Holdings, LLC | $35.3M | 1,427,325 | 0.05% | 9q | +56.9%+$12.8M |
| VANGUARD CAPITAL MANAGEMENT LLC | $28.3M | 1,190,990 | 0.00% | 2q | -2.3%-$658.8K |
| MACKENZIE FINANCIAL CORP | $20.8M | 873,069 | 0.02% | 30q | +526.2%+$17.5M |
| DIMENSIONAL FUND ADVISORS LP | $20.2M | 847,724 | 0.00% | 22q | +21.8%+$3.6M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $20.1M | 845,187 | 0.03% | new | NEW |
| GOLDMAN SACHS GROUP INC | $17.6M | 740,881 | 0.00% | 28q | +28.8%+$3.9M |
| AQR CAPITAL MANAGEMENT LLC | $17.5M | 737,666 | 0.01% | 20q | +27.8%+$3.8M |
| GEODE CAPITAL MANAGEMENT, LLC | $17.4M | 733,359 | 0.00% | 31q | +6.1%+$1.0M |
| STATE STREET CORP | $17.1M | 717,177 | 0.00% | 29q | +4.1%+$676.5K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $15.9M | 669,833 | 0.01% | 11q | -10.0%-$1.8M |
| EMERALD ADVISERS, LLC | $15.5M | 651,922 | 0.37% | 6q | -5.7%-$936.0K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $15.0M | 632,555 | 0.00% | 2q | -30.7%-$6.7M |
| JANE STREET GROUP, LLC | $13.9M | 287,373 | 0.00% | new | NEW |
| RENAISSANCE TECHNOLOGIES LLC | $12.9M | 543,279 | 0.02% | 29q | -42.3%-$9.5M |
| CITADEL ADVISORS LLC | $11.6M | 298,048 | 0.00% | 28q | +240.6%+$8.2M |
| LAZARD ASSET MANAGEMENT LLC | $11.0M | 463,403 | 0.02% | 9q | -6.6%-$774.2K |
| GILDER GAGNON HOWE & CO LLC | $10.9M | 460,075 | 0.11% | 2q | +518.2%+$9.2M |
| MORGAN STANLEY | $10.0M | 418,456 | 0.00% | 30q | +47.5%+$3.2M |
| EMERALD MUTUAL FUND ADVISERS TRUST | $9.5M | 397,268 | 0.33% | 6q | -3.5%-$341.1K |
| DEUTSCHE BANK AG\ | $8.1M | 339,744 | 0.00% | 30q | +1.0%+$79.6K |
| Boston Partners | $7.4M | 309,283 | 0.01% | 7q | +20.5%+$1.3M |
| Nuveen, LLC | $7.1M | 300,421 | 0.00% | 6q | +34.3%+$1.8M |
| NORTHERN TRUST CORP | $6.9M | 289,956 | 0.00% | 31q | +12.2%+$748.0K |
| Hillsdale Investment Management Inc. | $6.1M | 257,200 | 0.14% | 9q | +12.6%+$685.2K |
| VestGen Advisors, LLC | $5.9M | 246,421 | 0.17% | 6q | HELD |
| Occam Crest Management LP | $5.8M | 217,991 | 3.04% | 2q | +142.2%+$3.4M |
| JACOBS ASSET MANAGEMENT, LLC | $5.7M | 239,408 | 3.58% | 18q | -40.6%-$3.9M |
| AMERICAN CENTURY COMPANIES INC | $5.7M | 237,828 | 0.00% | 6q | +42.9%+$1.7M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $5.6M | 237,479 | 0.00% | 29q | +5.7%+$303.8K |
| Sixth Street Partners Management Company, L.P. | $5.6M | 237,479 | 0.00% | new | NEW |
| AMERIPRISE FINANCIAL INC | $5.5M | 231,683 | 0.00% | 5q | -48.4%-$5.2M |
| First Eagle Investment Management, LLC | $5.5M | 229,757 | 0.01% | 15q | -0.9%-$52.3K |
| S SQUARED TECHNOLOGY, LLC | $5.3M | 223,148 | 1.65% | 5q | HELD |
| D. E. Shaw & Co., Inc. | $5.2M | 220,610 | 0.00% | 30q | +89.8%+$2.5M |
| Divisadero Street Capital Management, LP | $5.2M | 219,248 | 0.12% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5.1M | 39,096 | 0.00% | 27q | +23.1%+$958.5K |
| UBS Group AG | $4.6M | 193,054 | 0.00% | 29q | -58.3%-$6.4M |
| MONIMUS CAPITAL MANAGEMENT, LP | $4.6M | 192,749 | 1.06% | 7q | -36.6%-$2.6M |
| RAYMOND JAMES FINANCIAL INC | $4.5M | 190,220 | 0.00% | 6q | -6.5%-$316.1K |
| STATE OF WISCONSIN INVESTMENT BOARD | $4.5M | 189,356 | 0.01% | 10q | -2.9%-$136.2K |
| ENVESTNET ASSET MANAGEMENT INC | $4.4M | 186,226 | 0.00% | 6q | +21.0%+$769.2K |
| VANGUARD FIDUCIARY TRUST CO | $4.3M | 180,425 | 0.00% | 2q | -5.0%-$226.6K |
| Toronado Partners, LLC | $3.9M | 165,094 | 11.05% | 11q | -44.4%-$3.1M |
| Quantinno Capital Management LP | $3.9M | 161,875 | 0.00% | 4q | +40.7%+$1.1M |
| Trexquant Investment LP | $3.6M | 153,268 | 0.02% | 9q | +31.9%+$881.1K |
| FRANKLIN RESOURCES INC | $3.6M | 149,741 | 0.00% | 10q | +9.2%+$301.4K |
| PRINCIPAL FINANCIAL GROUP INC | $3.5M | 147,936 | 0.00% | 5q | +7.5%+$246.5K |
| Corient Private Wealth LP | $3.5M | 145,648 | 0.00% | 2q | +241.0%+$2.4M |
| MILLENNIUM MANAGEMENT LLC | $3.5M | 145,183 | 0.00% | 11q | -81.3%-$15.0M |
| Creative Planning | $3.2M | 132,637 | 0.00% | 7q | +131.6%+$1.8M |
| Vanguard Global Advisers, LLC | $3.1M | 128,632 | 0.00% | 2q | -8.6%-$289.7K |
| PRUDENTIAL FINANCIAL INC | $2.9M | 123,052 | 0.00% | 9q | +187.8%+$1.9M |
| ALLIANCEBERNSTEIN L.P. | $2.9M | 189,676 | 0.00% | 17q | +73.3%+$1.2M |
| VICTORY CAPITAL MANAGEMENT INC | $2.9M | 121,923 | 0.00% | 9q | -16.4%-$570.1K |
| Squarepoint Ops LLC | $2.9M | 121,453 | 0.00% | new | NEW |
| SEI INVESTMENTS CO | $2.8M | 118,691 | 0.00% | 18q | -30.2%-$1.2M |
| PICTON MAHONEY ASSET MANAGEMENT | $2.7M | 112,596 | 0.02% | new | NEW |
| Amundi | $2.6M | 110,617 | 0.00% | 3q | -7.7%-$219.6K |
| Inspire Investing, LLC | $2.6M | 110,592 | 0.11% | 3q | +11.6%+$272.7K |
| GREAT LAKES ADVISORS, LLC | $2.5M | 105,544 | 0.02% | 5q | +116.1%+$1.3M |
| Walleye Capital LLC | $2.5M | 98,424 | 0.01% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $2.4M | 101,369 | 0.00% | 31q | -11.2%-$302.9K |
| Bank of New York Mellon Corp | $2.3M | 98,518 | 0.00% | 29q | +12.3%+$257.3K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $2.2M | 94,151 | 0.01% | 8q | +45.8%+$703.5K |
| Divisar Capital Management LLC | $2.1M | 90,000 | 0.49% | new | NEW |
| TUDOR INVESTMENT CORP ET AL | $2.1M | 42,362 | 0.00% | 2q | HELD |
| Balyasny Asset Management L.P. | $2.0M | 85,214 | 0.00% | 18q | -83.6%-$10.3M |
| Jump Financial, LLC | $1.9M | 79,786 | 0.02% | 10q | +115.6%+$1.0M |
| Wakefield Asset Management LLLP | $1.8M | 76,411 | 0.41% | 5q | +1.4%+$24.7K |
| PEAK6 LLC | $1.8M | options only | 0.00% | new | OPTIONS |
| XTX Topco Ltd | $1.8M | 75,607 | 0.02% | 5q | -41.2%-$1.3M |
| ALGERT GLOBAL LLC | $1.7M | 73,560 | 0.02% | 7q | +17.7%+$263.0K |
| NOMURA HOLDINGS INC | $1.7M | 73,501 | 0.00% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $1.7M | 73,286 | 0.00% | 4q | +360.9%+$1.4M |
| BROWN ADVISORY INC | $1.7M | 70,813 | 0.00% | 28q | +12.0%+$180.8K |
| BOOTHBAY FUND MANAGEMENT, LLC | $1.6M | 66,359 | 0.02% | new | NEW |
| Russell Investments Group, Ltd. | $1.6M | 66,368 | 0.00% | 12q | -12.8%-$231.0K |
| HSBC HOLDINGS PLC | $1.5M | 65,033 | 0.00% | 8q | +5.4%+$78.7K |
| SIMPLEX TRADING, LLC | $1.5M | options only | 0.00% | 11q | OPTIONS |
| ROYAL BANK OF CANADA | $1.4M | 60,160 | 0.00% | 27q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $1.4M | 60,651 | 0.00% | 8q | +91.5%+$672.3K |
| ZACKS INVESTMENT MANAGEMENT | $1.4M | 58,906 | 0.01% | 9q | -15.2%-$252.1K |
| Invesco Ltd. | $1.3M | 56,645 | 0.00% | 6q | +8.0%+$99.5K |
| Swiss National Bank | $1.3M | 55,300 | 0.00% | 9q | -5.5%-$76.1K |
| IMC-Chicago, LLC | $1.3M | options only | 0.00% | new | OPTIONS |
| MML INVESTORS SERVICES, LLC | $1.2M | 51,517 | 0.00% | 5q | +17.5%+$182.5K |
| GLOBEFLEX CAPITAL L P | $1.2M | 49,969 | 0.15% | 5q | HELD |
| TWO SIGMA INVESTMENTS, LP | $1.1M | 47,304 | 0.00% | 9q | +127.4%+$630.5K |
| D.A. DAVIDSON & CO. | $1.0M | 43,816 | 0.01% | 4q | +1.4%+$14.6K |
| WELLS FARGO & COMPANY/MN | $1.0M | 43,721 | 0.00% | 29q | -22.0%-$293.8K |
| CITIGROUP INC | $1.0M | 42,716 | 0.00% | 29q | -72.9%-$2.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $981.0K | 41,237 | 0.00% | 9q | +12.3%+$107.2K |
| OP Asset Management Ltd | $954.4K | 40,116 | 0.01% | 6q | -74.3%-$2.8M |
| Mariner, LLC | $909.1K | 38,217 | 0.00% | 5q | +119.9%+$495.7K |
| Quadrature Capital Ltd | $906.2K | 38,090 | 0.01% | new | NEW |
| Hennion & Walsh Asset Management, Inc. | $897.6K | 37,732 | 0.03% | 6q | +3.5%+$30.4K |
| RHUMBLINE ADVISERS | $868.4K | 36,502 | 0.00% | 27q | HELD |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $851.4K | 35,787 | 0.00% | 9q | -61.3%-$1.4M |
| IEQ CAPITAL, LLC | $834.1K | 35,062 | 0.00% | 7q | +77.8%+$364.9K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-28 | 13G/A | BlackRock, Inc. | 7.0% |
| 2026-07-17 | 13G | BlackRock Portfolio Management LLC | 5.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 235 | $685.7M | 27,891,557 | 46 | 91 | 69 | 3.2% |
| Q1 2026 | 212 | $419.3M | 26,970,947 | 32 | 93 | 61 | 0.6% |
| Q4 2025 | 229 | $708.0M | 26,148,730 | 40 | 83 | 77 | 0.6% |
| Q3 2025 | 209 | $613.0M | 26,665,768 | 29 | 91 | 62 | 0.8% |
| Q2 2025 | 208 | $626.9M | 25,621,444 | 40 | 92 | 50 | 1.3% |
| Q1 2025 | 206 | $654.9M | 24,724,485 | 56 | 56 | 67 | 1.3% |
| Q4 2024 | 167 | $496.6M | 24,769,021 | 24 | 73 | 38 | 0.6% |
| Q3 2024 | 184 | $519.0M | 24,349,008 | 45 | 63 | 52 | 1.1% |
| Q2 2024 | 151 | $465.1M | 21,968,544 | 45 | 47 | 41 | 1.5% |
| Q1 2024 | 118 | $398.6M | 20,790,303 | 42 | 29 | 41 | 3.2% |
| Q4 2023 | 88 | $252.9M | 20,606,571 | 20 | 26 | 31 | 0.3% |
| Q3 2023 | 78 | $141.4M | 19,546,914 | 9 | 32 | 24 | 0.0% |
| Q2 2023 | 89 | $119.4M | 17,959,662 | 14 | 37 | 22 | 2.1% |
| Q1 2023 | 99 | $239.4M | 17,168,989 | 23 | 30 | 31 | 0.3% |
| Q4 2022 | 81 | $246.4M | 16,464,139 | 21 | 31 | 23 | 1.5% |
| Q3 2022 | 97 | $113.8M | 16,640,828 | 9 | 44 | 31 | 0.2% |
| Q2 2022 | 101 | $153.5M | 17,339,144 | 12 | 35 | 34 | 0.2% |
| Q1 2022 | 117 | $256.1M | 15,680,960 | 27 | 36 | 40 | 1.0% |
| Q4 2021 | 120 | $246.0M | 15,338,150 | 16 | 47 | 36 | 2.4% |
| Q3 2021 | 123 | $286.6M | 15,009,603 | 26 | 53 | 24 | 2.3% |
| Q2 2021 | 114 | $553.3M | 16,674,867 | 13 | 56 | 26 | 1.5% |
| Q1 2021 | 127 | $609.9M | 16,686,277 | 17 | 33 | 50 | 0.7% |
| Q4 2020 | 131 | $670.2M | 17,639,103 | 24 | 46 | 38 | 1.7% |
| Q3 2020 | 144 | $663.6M | 16,969,198 | 22 | 54 | 42 | 1.2% |
| Q2 2020 | 153 | $981.0M | 16,664,561 | 35 | 64 | 38 | 1.2% |
| Q1 2020 | 131 | $348.4M | 13,229,980 | 38 | 34 | 45 | 0.3% |
| Q4 2019 | 120 | $407.4M | 11,808,308 | 46 | 43 | 20 | 0.4% |
| Q3 2019 | 80 | $164.1M | 7,689,895 | 31 | 26 | 15 | 0.0% |
| Q2 2019 | 58 | $65.6M | 5,048,548 | 29 | 17 | 5 | 0.0% |
| Q1 2019 | 35 | $26.2M | 3,525,367 | 14 | 5 | 7 | 0.0% |
| Q4 2018 | 28 | $12.6M | 3,019,171 | 1 | 0 | 0 | 0.0% |