EverQuote Ownership 2024 | Who Owns EverQuote Now?
Institutional Ownership
67.18%
Insider Ownership
17.84%
Retail Ownership
14.98%
Institutional Holders
160.00
EverQuote Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 6.28% | 0.00% | 2,158,659 | 461,144 | 27.17% | 45,029,627 | Jun 30, 2024 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 5.92% | 0.41% | 2,036,361 | 169,333 | 9.07% | 42,478,490 | Jun 30, 2024 |
| VANGUARD GROUP INC | 5.16% | 0.00% | 1,774,545 | 616,831 | 53.28% | 37,017,007 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 2.95% | 0.00% | 1,014,691 | -336,540 | -24.91% | 21,166,454 | Jun 30, 2024 |
| GRANAHAN INVESTMENT MANAGEMENT, LLC | 2.31% | 0.66% | 795,595 | -312,458 | -28.20% | 16,596,112 | Jun 30, 2024 |
| ROYCE & ASSOCIATES LP | 1.97% | 0.13% | 678,372 | -202,244 | -22.97% | 14,150,840 | Jun 30, 2024 |
| TORONADO PARTNERS, LLC | 1.88% | 8.62% | 644,986 | -79,454 | -10.97% | 13,454,408 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.57% | 0.00% | 539,041 | 60,988 | 12.76% | 11,246,720 | Jun 30, 2024 |
| STATE STREET CORP | 1.56% | 0.00% | 536,531 | 120,456 | 28.95% | 11,192,037,000 | Jun 30, 2024 |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 1.55% | 0.02% | 533,028 | 890 | 0.17% | 11,118,964 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 1.50% | 0.03% | 517,331 | 199,187 | 62.61% | 10,786,000 | Jun 30, 2024 |
| EARNEST PARTNERS LLC | 1.36% | 0.05% | 467,952 | -227,742 | -32.74% | 9,761,479 | Jun 30, 2024 |
| MARSHALL WACE, LLP | 1.35% | 0.01% | 464,826 | 71,491 | 18.18% | 9,696,271 | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.29% | 0.01% | 443,503 | 117,758 | 36.15% | 9,251,000 | Jun 30, 2024 |
| BAILLIE GIFFORD & CO | 1.23% | 0.01% | 424,183 | -352,068 | -45.35% | 8,848,457 | Jun 30, 2024 |
| CLEARLINE CAPITAL LP | 1.22% | 0.24% | 417,904 | -174,476 | -29.45% | 8,717,477 | Jun 30, 2024 |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 1.20% | 0.33% | 411,712 | 196,271 | 91.10% | 8,588,312 | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 1.09% | 0.01% | 375,716 | 1,150 | 0.31% | 7,837,436 | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | 1.07% | 0.00% | 366,612 | -114,136 | -23.74% | 7,647,526 | Jun 30, 2024 |
| HANLON INVESTMENT MANAGEMENT, INC. | 1.04% | 2.20% | 356,714 | -200 | -0.06% | 7,441,054 | Jun 30, 2024 |
EverQuote's largest institutional shareholder is BLACKROCK INC., holding 6.28% of the company's total share outstanding, currently valued at $45.03M. The top 10 institutional shareholders own together 31.15% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| TORONADO PARTNERS, LLC | 1.88% | 8.62% | 644,986 | -79,454 | -10.97% | 13,454,408 | Jun 30, 2024 |
| JACOBS ASSET MANAGEMENT, LLC | 0.48% | 2.20% | 166,421 | -4,746 | -2.77% | 3,471,542 | Jun 30, 2024 |
| HANLON INVESTMENT MANAGEMENT, INC. | 1.04% | 2.20% | 356,714 | -200 | -0.06% | 7,441,054 | Jun 30, 2024 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | 0.54% | 0.73% | 186,075 | 186,075 | 100.00% | 3,881,525 | Jun 30, 2024 |
| GRANAHAN INVESTMENT MANAGEMENT, LLC | 2.31% | 0.66% | 795,595 | -312,458 | -28.20% | 16,596,112 | Jun 30, 2024 |
| HST VENTURES, LLC | 0.20% | 0.64% | 67,998 | -144,576 | -68.01% | 1,418,438 | Jun 30, 2024 |
| S SQUARED TECHNOLOGY, LLC | 0.19% | 0.62% | 67,026 | - | - | 1,398,162 | Jun 30, 2024 |
| G2 INVESTMENT PARTNERS MANAGEMENT LLC | 0.23% | 0.42% | 78,518 | -91,621 | -53.85% | 1,637,885 | Jun 30, 2024 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 5.92% | 0.41% | 2,036,361 | 169,333 | 9.07% | 42,478,490 | Jun 30, 2024 |
| NUMERAI GP LLC | 0.14% | 0.38% | 49,678 | 49,678 | 100.00% | 1,036,283 | Jun 30, 2024 |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 1.20% | 0.33% | 411,712 | 196,271 | 91.10% | 8,588,312 | Jun 30, 2024 |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | 0.44% | 0.28% | 150,000 | 150,000 | 100.00% | 3,129,000 | Jun 30, 2024 |
| CORTON CAPITAL INC. | 0.07% | 0.26% | 24,171 | 24,171 | 100.00% | 504,207 | Jun 30, 2024 |
| HILLSDALE INVESTMENT MANAGEMENT INC. | 0.47% | 0.26% | 160,500 | 160,500 | 100.00% | 3,348,030 | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | 0.02% | 0.25% | 8,292 | 8,292 | 100.00% | 172,971 | Jun 30, 2024 |
| PORTOLAN CAPITAL MANAGEMENT, LLC | 0.41% | 0.24% | 140,232 | -227,009 | -61.81% | 2,925,240 | Jun 30, 2024 |
| CLEARLINE CAPITAL LP | 1.22% | 0.24% | 417,904 | -174,476 | -29.45% | 8,717,477 | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | 0.43% | 0.21% | 146,873 | 146,873 | 100.00% | 3,064,000 | Jun 30, 2024 |
| EMERALD ADVISERS, LLC | 0.70% | 0.21% | 240,775 | 240,775 | 100.00% | 5,022,569 | Jun 30, 2024 |
| ALPHA DNA INVESTMENT MANAGEMENT LLC | 0.07% | 0.19% | 22,983 | -4,172 | -15.36% | 479,426 | Jun 30, 2024 |
The largest EverQuote shareholder by % of total assets is TORONADO PARTNERS, LLC. The company owns 644.99K shares of EverQuote (EVER), representing 8.62% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 5.16% | 0.00% | 1,774,545 | 616,831 | 53.28% | 37,017,007 | Jun 30, 2024 |
| BLACKROCK INC. | 6.28% | 0.00% | 2,158,659 | 461,144 | 27.17% | 45,029,627 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.87% | 0.01% | 300,651 | 256,635 | 583.05% | 6,271,580 | Jun 30, 2024 |
| EMERALD ADVISERS, LLC | 0.70% | 0.21% | 240,775 | 240,775 | 100.00% | 5,022,569 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.85% | 0.01% | 293,708 | 225,700 | 331.87% | 6,126,749 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.79% | 0.00% | 270,172 | 219,442 | 432.57% | 5,635,788 | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 0.77% | 0.04% | 265,944 | 204,835 | 335.20% | 5,547,600 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 1.50% | 0.03% | 517,331 | 199,187 | 62.61% | 10,786,000 | Jun 30, 2024 |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 1.20% | 0.33% | 411,712 | 196,271 | 91.10% | 8,588,312 | Jun 30, 2024 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | 0.54% | 0.73% | 186,075 | 186,075 | 100.00% | 3,881,525 | Jun 30, 2024 |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 0.53% | 0.01% | 181,987 | 181,987 | 100.00% | 3,796,248 | Jun 30, 2024 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 5.92% | 0.41% | 2,036,361 | 169,333 | 9.07% | 42,478,490 | Jun 30, 2024 |
| HILLSDALE INVESTMENT MANAGEMENT INC. | 0.47% | 0.26% | 160,500 | 160,500 | 100.00% | 3,348,030 | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 0.60% | 0.01% | 204,835 | 151,723 | 285.67% | 4,272,858 | Jun 30, 2024 |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | 0.44% | 0.28% | 150,000 | 150,000 | 100.00% | 3,129,000 | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | 0.43% | 0.21% | 146,873 | 146,873 | 100.00% | 3,064,000 | Jun 30, 2024 |
| STATE STREET CORP | 1.56% | 0.00% | 536,531 | 120,456 | 28.95% | 11,192,037,000 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.42% | 0.01% | 145,230 | 119,760 | 470.20% | 3,029,498 | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.29% | 0.01% | 443,503 | 117,758 | 36.15% | 9,251,000 | Jun 30, 2024 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 0.25% | 0.01% | 87,610 | 87,610 | 100.00% | 1,827,545 | Jun 30, 2024 |
As of Jun 30 2024, EverQuote's largest institutional buyer is VANGUARD GROUP INC. The company purchased 616.83K stocks of EVER, valued at $37.02M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BAILLIE GIFFORD & CO | 1.23% | 0.01% | 424,183 | -352,068 | -45.35% | 8,848,457 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 2.95% | 0.00% | 1,014,691 | -336,540 | -24.91% | 21,166,454 | Jun 30, 2024 |
| GRANAHAN INVESTMENT MANAGEMENT, LLC | 2.31% | 0.66% | 795,595 | -312,458 | -28.20% | 16,596,112 | Jun 30, 2024 |
| EARNEST PARTNERS LLC | 1.36% | 0.05% | 467,952 | -227,742 | -32.74% | 9,761,479 | Jun 30, 2024 |
| PORTOLAN CAPITAL MANAGEMENT, LLC | 0.41% | 0.24% | 140,232 | -227,009 | -61.81% | 2,925,240 | Jun 30, 2024 |
| INVESCO LTD. | - | - | - | -224,925 | -100.00% | - | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.04% | - | 12,349 | -213,878 | -94.54% | 257,599 | Jun 30, 2024 |
| ROYCE & ASSOCIATES LP | 1.97% | 0.13% | 678,372 | -202,244 | -22.97% | 14,150,840 | Jun 30, 2024 |
| CLEARLINE CAPITAL LP | 1.22% | 0.24% | 417,904 | -174,476 | -29.45% | 8,717,477 | Jun 30, 2024 |
| HST VENTURES, LLC | 0.20% | 0.64% | 67,998 | -144,576 | -68.01% | 1,418,438 | Jun 30, 2024 |
| ENVESTNET ASSET MANAGEMENT INC | 0.64% | 0.00% | 221,104 | -119,845 | -35.15% | 4,612,229 | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | 1.07% | 0.00% | 366,612 | -114,136 | -23.74% | 7,647,526 | Jun 30, 2024 |
| G2 INVESTMENT PARTNERS MANAGEMENT LLC | 0.23% | 0.42% | 78,518 | -91,621 | -53.85% | 1,637,885 | Jun 30, 2024 |
| TORONADO PARTNERS, LLC | 1.88% | 8.62% | 644,986 | -79,454 | -10.97% | 13,454,408 | Jun 30, 2024 |
| MORGAN STANLEY | 0.63% | 0.00% | 217,215 | -65,733 | -23.23% | 4,531,106 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.24% | 0.00% | 82,799 | -64,951 | -43.96% | 1,727,187 | Jun 30, 2024 |
| MANATUCK HILL PARTNERS, LLC | - | - | - | -49,400 | -100.00% | - | Jun 30, 2024 |
| ADVISOR GROUP HOLDINGS, INC. | 0.00% | - | 140 | -46,427 | -99.70% | 2,918 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 0.76% | 0.00% | 262,649 | -39,733 | -13.14% | 5,478,009 | Jun 30, 2024 |
| BNP PARIBAS ARBITRAGE, SNC | 0.04% | 0.00% | 15,064 | -39,691 | -72.49% | 314,235 | Jun 30, 2024 |
As of Jun 30 2024, EverQuote's biggest institutional seller is BAILLIE GIFFORD & CO. The company sold -0.35M shares of EVER, valued at $8.85M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| EMERALD ADVISERS, LLC | 0.70% | 0.21% | 240,775 | 240,775 | 100.00% | 5,022,569 | Jun 30, 2024 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | 0.54% | 0.73% | 186,075 | 186,075 | 100.00% | 3,881,525 | Jun 30, 2024 |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 0.53% | 0.01% | 181,987 | 181,987 | 100.00% | 3,796,248 | Jun 30, 2024 |
| HILLSDALE INVESTMENT MANAGEMENT INC. | 0.47% | 0.26% | 160,500 | 160,500 | 100.00% | 3,348,030 | Jun 30, 2024 |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | 0.44% | 0.28% | 150,000 | 150,000 | 100.00% | 3,129,000 | Jun 30, 2024 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 0.25% | 0.01% | 87,610 | 87,610 | 100.00% | 1,827,545 | Jun 30, 2024 |
| EMERALD MUTUAL FUND ADVISERS TRUST | 0.22% | 0.08% | 74,997 | 74,997 | 100.00% | 1,564,437 | Jun 30, 2024 |
| TREXQUANT INVESTMENT LP | 0.21% | 0.02% | 71,229 | 71,229 | 100.00% | 1,485,837 | Jun 30, 2024 |
| NUMERAI GP LLC | 0.14% | 0.38% | 49,678 | 49,678 | 100.00% | 1,036,283 | Jun 30, 2024 |
| SWISS NATIONAL BANK | 0.14% | 0.00% | 47,900 | 47,900 | 100.00% | 999,194,000 | Jun 30, 2024 |
| CLARIVEST ASSET MANAGEMENT LLC | 0.14% | 0.10% | 47,483 | 47,483 | 100.00% | 990,495 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.13% | 0.00% | 45,888 | 45,888 | 100.00% | 957,224 | Jun 30, 2024 |
| PETRUS TRUST COMPANY, LTA | 0.12% | 0.08% | 42,186 | 42,186 | 100.00% | 880,000 | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 0.12% | 0.00% | 41,444 | 41,444 | 100.00% | 864,522 | Jun 30, 2024 |
| AVANTAX ADVISORY SERVICES, INC. | 0.12% | 0.01% | 41,073 | 41,073 | 100.00% | 856,783 | Jun 30, 2024 |
| INSPIRE INVESTING, LLC | 0.12% | 0.10% | 40,388 | 40,388 | 100.00% | 842,494 | Jun 30, 2024 |
| SG AMERICAS SECURITIES, LLC | 0.11% | 0.00% | 38,736 | 38,736 | 100.00% | 808,000 | Jun 30, 2024 |
| LEGATO CAPITAL MANAGEMENT LLC | 0.11% | 0.10% | 37,199 | 37,199 | 100.00% | 775,971 | Jun 30, 2024 |
| XTX TOPCO LTD | 0.11% | 0.06% | 36,241 | 36,241 | 100.00% | 755,987 | Jun 30, 2024 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 0.09% | 0.00% | 31,762 | 31,762 | 100.00% | 663,000 | Jun 30, 2024 |
| CORTON CAPITAL INC. | 0.07% | 0.26% | 24,171 | 24,171 | 100.00% | 504,207 | Jun 30, 2024 |
| PRUDENTIAL FINANCIAL INC | 0.07% | 0.00% | 22,915 | 22,915 | 100.00% | 478,007 | Jun 30, 2024 |
| DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 0.06% | 0.04% | 19,069 | 19,069 | 100.00% | 398,000 | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.05% | 0.00% | 17,158 | 17,158 | 100.00% | 357,916 | Jun 30, 2024 |
| GRAHAM CAPITAL MANAGEMENT, L.P. | 0.05% | 0.01% | 15,801 | 15,801 | 100.00% | 329,609 | Jun 30, 2024 |
| HARVEST INVESTMENT SERVICES, LLC | 0.04% | 0.12% | 14,938 | 14,938 | 100.00% | 311,607 | Jun 30, 2024 |
| QUEST PARTNERS LLC | 0.04% | 0.04% | 14,927 | 14,927 | 100.00% | 311,377 | Jun 30, 2024 |
| ZACKS INVESTMENT MANAGEMENT | 0.04% | 0.00% | 14,885 | 14,885 | 100.00% | 310,493 | Jun 30, 2024 |
| VICTORY CAPITAL MANAGEMENT INC | 0.04% | 0.00% | 14,708 | 14,708 | 100.00% | 306,809 | Jun 30, 2024 |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 0.04% | 0.00% | 14,229 | 14,229 | 100.00% | 296,817 | Jun 30, 2024 |
| ENGINEERS GATE MANAGER LP | 0.04% | 0.01% | 14,094 | 14,094 | 100.00% | 294,001 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.04% | 0.00% | 13,506 | 13,506 | 100.00% | 281,735 | Jun 30, 2024 |
| JANUS HENDERSON GROUP PLC | 0.04% | 0.00% | 12,300 | 12,300 | 100.00% | 256,517 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.03% | 0.00% | 11,389 | 11,389 | 100.00% | 237,575 | Jun 30, 2024 |
| MAN GROUP PLC | 0.03% | 0.00% | 11,294 | 11,294 | 100.00% | 235,593 | Jun 30, 2024 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 0.03% | 0.00% | 9,669 | 9,669 | 100.00% | 201,695 | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | 0.02% | 0.25% | 8,292 | 8,292 | 100.00% | 172,971 | Jun 30, 2024 |
| ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | 0.02% | 0.00% | 7,040 | 7,040 | 100.00% | 146,854,000 | Jun 30, 2024 |
| MEEDER ASSET MANAGEMENT INC | 0.01% | 0.01% | 3,642 | 3,642 | 100.00% | 75,972 | Jun 30, 2024 |
| LAZARD ASSET MANAGEMENT LLC | 0.01% | 0.00% | 3,346 | 3,346 | 100.00% | 69,000 | Jun 30, 2024 |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 0.01% | 0.00% | 3,079 | 3,079 | 100.00% | 64,000 | Jun 30, 2024 |
| USA FINANCIAL PORTFORMULAS CORP | 0.01% | 0.01% | 2,830 | 2,830 | 100.00% | 59,034 | Jun 30, 2024 |
| NVERSES CAPITAL, LLC | 0.00% | 0.02% | 1,700 | 1,700 | 100.00% | 35,462 | Jun 30, 2024 |
| QUANTBOT TECHNOLOGIES LP | 0.00% | 0.00% | 1,628 | 1,628 | 100.00% | 33,960 | Jun 30, 2024 |
| COVESTOR LTD | 0.00% | 0.02% | 1,567 | 1,567 | 100.00% | 33,000 | Jun 30, 2024 |
| ALLWORTH FINANCIAL LP | 0.00% | 0.00% | 721 | 721 | 100.00% | 18,134 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.00% | 0.00% | 34 | 34 | 100.00% | 709 | Jun 30, 2024 |
| C M BIDWELL & ASSOCIATES LTD | 0.00% | 0.00% | 18 | 18 | 100.00% | 375 | Jun 30, 2024 |
| ROTHSCHILD INVESTMENT LLC | - | - | 15 | 15 | 100.00% | 313 | Jun 30, 2024 |
| LINDBROOK CAPITAL, LLC | - | - | 13 | 13 | 100.00% | 271 | Jun 30, 2024 |
EverQuote's largest new institutional shareholder by number of shares is EMERALD ADVISERS, LLC, purchased 240.78K shares, valued at $5.02M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| INVESCO LTD. | - | - | - | -224,925 | -100.00% | - | Jun 30, 2024 |
| MANATUCK HILL PARTNERS, LLC | - | - | - | -49,400 | -100.00% | - | Jun 30, 2024 |
| COUNTERPOINT MUTUAL FUNDS LLC | - | - | - | -36,204 | -100.00% | - | Jun 30, 2024 |
| PDT PARTNERS, LLC | - | - | - | -31,720 | -100.00% | - | Jun 30, 2024 |
| B. RILEY ASSET MANAGEMENT, LLC | - | - | - | -23,721 | -100.00% | - | Jun 30, 2024 |
| CENTIVA CAPITAL, LP | - | - | - | -22,667 | -100.00% | - | Jun 30, 2024 |
| J. GOLDMAN & CO LP | - | - | - | -20,628 | -100.00% | - | Jun 30, 2024 |
| MML INVESTORS SERVICES, LLC | - | - | - | -15,293 | -100.00% | - | Jun 30, 2024 |
| BAILARD, INC. | - | - | - | -14,500 | -100.00% | - | Jun 30, 2024 |
| SIMPLEX TRADING, LLC | - | - | - | -11,776 | -100.00% | - | Jun 30, 2024 |
| Y-INTERCEPT (HONG KONG) LTD | - | - | - | -11,636 | -100.00% | - | Jun 30, 2024 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | - | - | - | -11,362 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -10,715 | -100.00% | - | Jun 30, 2024 |
| WALLEYE TRADING LLC | - | - | - | -7,102 | -100.00% | - | Jun 30, 2024 |
| FIRST HORIZON ADVISORS, INC. | - | - | - | -2,567 | -100.00% | - | Jun 30, 2024 |
| POINT72 ASIA (SINGAPORE) PTE. LTD. | - | - | - | -1,759 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -1,257 | -100.00% | - | Jun 30, 2024 |
| GROUP ONE TRADING, L.P. | - | - | - | -664 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -4 | -100.00% | - | Jun 30, 2024 |
EverQuote's largest sold out institutional shareholder by shares sold is INVESCO LTD., sold -0.22M shares, valued at -, as of undefined.
EverQuote Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| SPARROW FUNDS | 0.61% | 2,160 | - | - | Feb 29, 2024 |
| TOUCHSTONE VARIABLE SERIES TRUST | 0.48% | 392,928 | -2,220 | -0.56% | Mar 31, 2024 |
| BNY MELLON VARIABLE INVESTMENT FUND | 0.47% | 112,838 | - | - | Mar 31, 2024 |
| Global Beta ETF Trust | 0.15% | 408 | - | - | May 31, 2022 |
| ALLSPRING VARIABLE TRUST | 0.14% | 87,751 | - | - | Mar 31, 2024 |
| BUFFALO FUNDS | 0.10% | 650,990 | - | - | Mar 31, 2024 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 0.09% | 675,578 | - | - | Mar 31, 2024 |
| ROYCE FUND | 0.08% | 547,510 | -45,900 | -7.73% | Mar 31, 2024 |
| VICTORY VARIABLE INSURANCE FUNDS | 0.05% | 27,080 | - | - | Mar 31, 2024 |
| TOUCHSTONE FUNDS GROUP TRUST | 0.04% | 1,153,434 | -6,517 | -0.56% | Mar 31, 2024 |
| DRIEHAUS MUTUAL FUNDS | 0.03% | 286,668 | 151,300 | 111.77% | Mar 28, 2024 |
| DELAWARE GROUP EQUITY FUNDS IV | 0.03% | 37,085 | - | - | Mar 28, 2024 |
| Vanguard Montgomery Funds | 0.03% | 7,233 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.02% | 12,900 | - | - | Mar 31, 2024 |
| TOUCHSTONE VARIABLE SERIES TRUST | 0.02% | 13,984 | -2,851 | -16.94% | Mar 31, 2024 |
| BRIDGEWAY FUNDS INC | 0.02% | 40,000 | -29,500 | -42.45% | Mar 28, 2024 |
| OBERWEIS FUNDS | 0.01% | 12,500 | - | - | Mar 31, 2024 |
| NEUBERGER BERMAN EQUITY FUNDS | 0.01% | 114,000 | - | - | Feb 29, 2024 |
| FundVantage Trust | 0.01% | 156,967 | - | - | Jan 31, 2024 |
| FORUM FUNDS | 0.01% | 19,370 | - | - | Jan 31, 2024 |
| VIRTUS ASSET TRUST | 0.01% | 218,925 | - | - | Mar 28, 2024 |
| LORD ABBETT SECURITIES TRUST | 0.01% | 35,179 | - | - | Jan 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.01% | 40,042 | - | - | Mar 31, 2024 |
| Listed Funds Trust | 0.01% | 30,467 | - | - | Mar 31, 2024 |
| BNY Mellon Strategic Funds, Inc. | 0.01% | 12,892 | - | - | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.01% | 3,269 | - | - | Mar 31, 2024 |
| Federated Hermes MDT Series | 0.01% | 13,192 | - | - | Jan 31, 2024 |
| FORUM FUNDS II | 0.01% | 5,184 | -24,666 | -82.63% | Mar 31, 2024 |
| Destra Investment Trust | 0.00% | 6,956 | -2,522 | -26.61% | Mar 31, 2024 |
| VANGUARD EXPLORER FUND | 0.00% | 47,437 | - | - | Jan 31, 2024 |
| Fidelity Commonwealth Trust II | 0.00% | 22,163 | - | - | Aug 31, 2023 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.00% | 11,872 | - | - | Jan 31, 2024 |
| NORTHERN LIGHTS FUND TRUST III | 0.00% | 36,204 | 36,204 | - | Mar 31, 2024 |
| JPMORGAN INSURANCE TRUST | 0.00% | 31,300 | - | - | Mar 31, 2023 |
| VANGUARD INDEX FUNDS | 0.00% | 962,918 | -291,588 | -23.24% | Mar 31, 2024 |
| Columbia Funds Variable Series Trust II | 0.00% | 73,311 | - | - | Mar 31, 2024 |
| VICTORY PORTFOLIOS | 0.00% | 64,430 | - | - | Mar 31, 2024 |
| FINANCIAL INVESTORS TRUST | 0.00% | 162,512 | - | - | Jan 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 452 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.00% | 3,803 | - | - | Mar 31, 2024 |
| Capitol Series Trust | 0.00% | 14,915 | - | - | Jan 31, 2024 |
| AMG FUNDS III | 0.00% | 7,552 | - | - | Mar 28, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 59,126 | 2,378 | 4.19% | Jan 31, 2024 |
| AMG Funds I | 0.00% | 2,844 | - | - | Jan 31, 2024 |
| Brinker Capital Destinations Trust | 0.00% | 81,323 | -19,464 | -19.31% | Feb 29, 2024 |
| Federated Hermes Adviser Series | 0.00% | 8,201 | - | - | Mar 31, 2024 |
| GPS Funds I | 0.00% | 6,256 | - | - | Mar 31, 2024 |
| Managed Portfolio Series | 0.00% | 21,766 | - | - | Jan 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 204,092 | 4,102 | 2.05% | Feb 29, 2024 |
| RBB FUND, INC. | 0.00% | 88,802 | 29,872 | 50.69% | Feb 29, 2024 |
| OLD WESTBURY FUNDS INC | 0.00% | 119,362 | -61,957 | -34.17% | Jan 31, 2024 |
| Voya INVESTORS TRUST | 0.00% | 49,500 | - | - | Mar 31, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 2,223 | - | - | Mar 31, 2024 |
| VANGUARD HORIZON FUNDS | 0.00% | 19,194 | - | - | Mar 31, 2024 |
| ALPS ETF Trust | 0.00% | 9,918 | - | - | Feb 29, 2024 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 3,093 | - | - | Mar 31, 2024 |
| MFS VARIABLE INSURANCE TRUST III | 0.00% | 10,575 | 10,575 | - | Mar 31, 2024 |
| Fidelity Rutland Square Trust II | 0.00% | 625,910 | 625,110 | 78138.75% | Feb 29, 2024 |
| Virtus Strategy Trust | 0.00% | 10,351 | - | - | Mar 28, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 13,409 | -7,073 | -34.53% | Mar 31, 2024 |
| BNY MELLON FUNDS TRUST | 0.00% | 29,731 | - | - | Aug 31, 2023 |
| NEW COVENANT FUNDS | 0.00% | 1,468 | - | - | Dec 31, 2023 |
| Invesco Exchange-Traded Fund Trust II | 0.00% | 104,977 | - | - | Jan 31, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 27,141 | - | - | Jan 31, 2024 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST | 0.00% | 157,726 | - | - | Mar 31, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 274,337 | 141,580 | 106.65% | Jan 31, 2024 |
| Trust for Advised Portfolios | 0.00% | 4,670 | - | - | Dec 31, 2023 |
| COLUMBIA FUNDS SERIES TRUST I | 0.00% | 1,084,983 | - | - | Feb 29, 2024 |
| SunAmerica Specialty Series | 0.00% | 116 | - | - | Apr 30, 2021 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 7,053 | -1,684 | -19.27% | Mar 31, 2024 |
| North Square Investments Trust | 0.00% | 2,090 | - | - | Jan 31, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 977 | - | - | Mar 31, 2024 |
| OHIO NATIONAL FUND INC | 0.00% | 3,933 | - | - | Mar 31, 2024 |
| Global X Funds | 0.00% | 8,145 | - | - | Jan 31, 2024 |
| Goldman Sachs ETF Trust | 0.00% | 17,821 | -690 | -3.73% | Feb 29, 2024 |
| BAILLIE GIFFORD FUNDS | 0.00% | 1,716 | -1,701 | -49.78% | Mar 28, 2024 |
| AMERICAN CENTURY STRATEGIC ASSET ALLOCATIONS INC | 0.00% | 2,238 | - | - | Jan 31, 2024 |
| Dimensional ETF Trust | 0.00% | 69,603 | 197 | 0.28% | Jan 31, 2024 |
| Victory Portfolios II | 0.00% | 7,976 | - | - | Mar 31, 2024 |
| ALLSPRING MASTER TRUST | 0.00% | 9,952 | - | - | Feb 29, 2024 |
| VANGUARD VARIABLE INSURANCE FUNDS | 0.00% | 6,635 | - | - | Mar 31, 2024 |
| RUSSELL INVESTMENT FUNDS | 0.00% | 13,254 | 6,574 | 98.41% | Mar 31, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 7,335 | - | - | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 1,256 | 136 | 12.14% | Mar 31, 2024 |
| RUSSELL INVESTMENT CO | 0.00% | 30,862 | - | - | Jan 31, 2024 |
| FIDELITY COVINGTON TRUST | 0.00% | 1,839 | - | - | Jan 31, 2024 |
| CALAMOS INVESTMENT TRUST/IL | 0.00% | 10,289 | - | - | Jan 31, 2024 |
| SEASONS SERIES TRUST | 0.00% | 2,379 | - | - | Mar 31, 2024 |
| Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 21,537 | 4,074 | 23.33% | Feb 29, 2024 |
| NORTHERN FUNDS | 0.00% | 13,586 | 206 | 1.54% | Mar 28, 2024 |
| PROFESSIONALLY MANAGED PORTFOLIOS | 0.00% | 6,931 | - | - | Feb 29, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 249 | - | - | Mar 31, 2024 |
| ADVISORS' INNER CIRCLE FUND | 0.00% | 2,066 | - | - | Jan 31, 2024 |
| SCHWAB STRATEGIC TRUST | 0.00% | 47,656 | - | - | Feb 29, 2024 |
| Meeder Funds | 0.00% | 347 | - | - | Mar 31, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 1,390 | 253 | 22.25% | Mar 31, 2024 |
| MAINSTAY FUNDS TRUST | 0.00% | 12,300 | - | - | Jan 31, 2024 |
| THRIVENT SERIES FUND INC | 0.00% | 5,548 | - | - | Mar 28, 2024 |
| THRIVENT MUTUAL FUNDS | 0.00% | 4,582 | - | - | Mar 28, 2024 |
| CLEARWATER INVESTMENT TRUST | 0.00% | 462 | 462 | - | Mar 28, 2024 |
EverQuote's largest mutual fund holder by % of total assets is "SPARROW FUNDS", owning 2.16K shares, compromising 0.61% of its total assets.
EverQuote Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 160 | 22.14% |
| 31 Mar, 24 | 131 | 27.18% |
| 31 Dec, 23 | 103 | 19.77% |
| 30 Sep, 23 | 86 | -12.24% |
| 30 Jun, 23 | 98 | -16.95% |
| 31 Mar, 23 | 118 | 16.83% |
| 31 Dec, 22 | 101 | 3.06% |
| 30 Sep, 22 | 98 | -5.77% |
| 30 Jun, 22 | 104 | -14.75% |
| 31 Mar, 22 | 122 | -6.15% |
| 31 Dec, 21 | 130 | -0.76% |
| 30 Sep, 21 | 131 | 6.50% |
| 30 Jun, 21 | 123 | -7.52% |
| 31 Mar, 21 | 133 | -3.62% |
| 31 Dec, 20 | 138 | -10.39% |
| 30 Sep, 20 | 154 | -1.91% |
| 30 Jun, 20 | 157 | 18.05% |
| 31 Mar, 20 | 133 | 12.71% |
| 31 Dec, 19 | 118 | 45.68% |
| 30 Sep, 19 | 81 | 39.66% |
| 30 Jun, 19 | 58 | 65.71% |
| 31 Mar, 19 | 35 | 25.00% |
| 31 Dec, 18 | 28 | -22.22% |
| 30 Sep, 18 | 36 | -25.00% |
| 30 Jun, 18 | 48 | - |
As of 30 Jun 24, 160 institutions are holding EverQuote's shares, representing an increase of 22.14% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 23,101,378 | 11.04% |
| 31 Mar, 24 | 20,804,580 | -0.07% |
| 31 Dec, 23 | 20,819,050 | 4.06% |
| 30 Sep, 23 | 20,007,348 | 5.25% |
| 30 Jun, 23 | 19,010,011 | 5.66% |
| 31 Mar, 23 | 17,992,200 | 1.12% |
| 31 Dec, 22 | 17,793,346 | 6.92% |
| 30 Sep, 22 | 16,641,043 | -1.29% |
| 30 Jun, 22 | 16,859,195 | 7.51% |
| 31 Mar, 22 | 15,680,962 | 2.92% |
| 31 Dec, 21 | 15,235,401 | 1.59% |
| 30 Sep, 21 | 14,997,388 | -10.06% |
| 30 Jun, 21 | 16,674,895 | -0.07% |
| 31 Mar, 21 | 16,686,283 | -5.05% |
| 31 Dec, 20 | 17,573,402 | 3.32% |
| 30 Sep, 20 | 17,008,915 | 2.07% |
| 30 Jun, 20 | 16,664,515 | 26.13% |
| 31 Mar, 20 | 13,211,720 | 13.34% |
| 31 Dec, 19 | 11,657,066 | 51.39% |
| 30 Sep, 19 | 7,700,195 | 52.52% |
| 30 Jun, 19 | 5,048,581 | 43.20% |
| 31 Mar, 19 | 3,525,425 | 17.42% |
| 31 Dec, 18 | 3,002,320 | -25.93% |
| 30 Sep, 18 | 4,053,462 | -8.09% |
| 30 Jun, 18 | 4,410,018 | - |
EverQuote (EVER) has 23.10M shares outstanding as of 30 Jun 24, up 11.04% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 67.18% | 1.79% |
| 31 Mar, 24 | 61.27% | 1.59% |
| 31 Dec, 23 | 62.06% | 1.70% |
| 30 Sep, 23 | 60.39% | 1.81% |
| 30 Jun, 23 | 57.80% | 1.93% |
| 31 Mar, 23 | 54.70% | 1.73% |
| 31 Dec, 22 | 56.28% | 2.08% |
| 30 Sep, 22 | 51.99% | 1.82% |
| 30 Jun, 22 | 53.49% | 2.03% |
| 31 Mar, 22 | 51.36% | 1.87% |
| 31 Dec, 21 | 52.38% | 2.00% |
| 30 Sep, 21 | 51.23% | 1.54% |
| 30 Jun, 21 | 57.71% | 1.68% |
| 31 Mar, 21 | 58.69% | 1.49% |
| 31 Dec, 20 | 62.75% | 1.64% |
| 30 Sep, 20 | 61.79% | 1.64% |
| 30 Jun, 20 | 61.41% | 2.50% |
| 31 Mar, 20 | 49.59% | 2.51% |
| 31 Dec, 19 | 44.42% | 5.03% |
| 30 Sep, 19 | 29.72% | 7.63% |
| 30 Jun, 19 | 19.74% | 10.16% |
| 31 Mar, 19 | 13.94% | 9.69% |
| 31 Dec, 18 | 11.99% | 4.41% |
| 30 Sep, 18 | 16.48% | 5.21% |
| 30 Jun, 18 | 17.78% | - |
As of 30 Jun 24, EverQuote is held by 67.18% institutional shareholders, representing a 1.79% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 107 | 42.67% |
| 31 Mar, 24 | 75 | 44.23% |
| 31 Dec, 23 | 52 | 13.04% |
| 30 Sep, 23 | 46 | -23.33% |
| 30 Jun, 23 | 60 | -6.25% |
| 31 Mar, 23 | 64 | 4.92% |
| 31 Dec, 22 | 61 | 10.91% |
| 30 Sep, 22 | 55 | 5.77% |
| 30 Jun, 22 | 52 | -20.00% |
| 31 Mar, 22 | 65 | -9.72% |
| 31 Dec, 21 | 72 | -12.20% |
| 30 Sep, 21 | 82 | 13.89% |
| 30 Jun, 21 | 72 | 33.33% |
| 31 Mar, 21 | 54 | -26.03% |
| 31 Dec, 20 | 73 | -13.10% |
| 30 Sep, 20 | 84 | -17.65% |
| 30 Jun, 20 | 102 | 37.84% |
| 31 Mar, 20 | 74 | -14.94% |
| 31 Dec, 19 | 87 | 52.63% |
| 30 Sep, 19 | 57 | 23.91% |
| 30 Jun, 19 | 46 | 119.05% |
| 31 Mar, 19 | 21 | 31.25% |
| 31 Dec, 18 | 16 | -36.00% |
| 30 Sep, 18 | 25 | -47.92% |
| 30 Jun, 18 | 48 | - |
107 institutional shareholders have increased their position in EVER stock as of 30 Jun 24 compared to 75 in the previous quarter (a 42.67% increase).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 42 | -6.67% |
| 31 Mar, 24 | 45 | 21.62% |
| 31 Dec, 23 | 37 | 42.31% |
| 30 Sep, 23 | 26 | 18.18% |
| 30 Jun, 23 | 22 | -43.59% |
| 31 Mar, 23 | 39 | 30.00% |
| 31 Dec, 22 | 30 | -3.23% |
| 30 Sep, 22 | 31 | -11.43% |
| 30 Jun, 22 | 35 | -12.50% |
| 31 Mar, 22 | 40 | 11.11% |
| 31 Dec, 21 | 36 | 28.57% |
| 30 Sep, 21 | 28 | 7.69% |
| 30 Jun, 21 | 26 | -50.94% |
| 31 Mar, 21 | 53 | 29.27% |
| 31 Dec, 20 | 41 | - |
| 30 Sep, 20 | 41 | 13.89% |
| 30 Jun, 20 | 36 | -18.18% |
| 31 Mar, 20 | 44 | 120.00% |
| 31 Dec, 19 | 20 | 33.33% |
| 30 Sep, 19 | 15 | 200.00% |
| 30 Jun, 19 | 5 | -16.67% |
| 31 Mar, 19 | 6 | -33.33% |
| 31 Dec, 18 | 9 | - |
| 30 Sep, 18 | 9 | - |
| 30 Jun, 18 | - | - |
42 institutional shareholders have reduced their position in EVER stock as of 30 Jun 24 compared to 45 in the previous quarter (a -6.67% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 160 | 22.14% | 23,101,378 | 11.04% | 67.18% | 1.79% | 107 | 42.67% | 42 | -6.67% |
| 31 Mar, 24 | 131 | 27.18% | 20,804,580 | -0.07% | 61.27% | 1.59% | 75 | 44.23% | 45 | 21.62% |
| 31 Dec, 23 | 103 | 19.77% | 20,819,050 | 4.06% | 62.06% | 1.70% | 52 | 13.04% | 37 | 42.31% |
| 30 Sep, 23 | 86 | -12.24% | 20,007,348 | 5.25% | 60.39% | 1.81% | 46 | -23.33% | 26 | 18.18% |
| 30 Jun, 23 | 98 | -16.95% | 19,010,011 | 5.66% | 57.80% | 1.93% | 60 | -6.25% | 22 | -43.59% |
| 31 Mar, 23 | 118 | 16.83% | 17,992,200 | 1.12% | 54.70% | 1.73% | 64 | 4.92% | 39 | 30.00% |
| 31 Dec, 22 | 101 | 3.06% | 17,793,346 | 6.92% | 56.28% | 2.08% | 61 | 10.91% | 30 | -3.23% |
| 30 Sep, 22 | 98 | -5.77% | 16,641,043 | -1.29% | 51.99% | 1.82% | 55 | 5.77% | 31 | -11.43% |
| 30 Jun, 22 | 104 | -14.75% | 16,859,195 | 7.51% | 53.49% | 2.03% | 52 | -20.00% | 35 | -12.50% |
| 31 Mar, 22 | 122 | -6.15% | 15,680,962 | 2.92% | 51.36% | 1.87% | 65 | -9.72% | 40 | 11.11% |
| 31 Dec, 21 | 130 | -0.76% | 15,235,401 | 1.59% | 52.38% | 2.00% | 72 | -12.20% | 36 | 28.57% |
| 30 Sep, 21 | 131 | 6.50% | 14,997,388 | -10.06% | 51.23% | 1.54% | 82 | 13.89% | 28 | 7.69% |
| 30 Jun, 21 | 123 | -7.52% | 16,674,895 | -0.07% | 57.71% | 1.68% | 72 | 33.33% | 26 | -50.94% |
| 31 Mar, 21 | 133 | -3.62% | 16,686,283 | -5.05% | 58.69% | 1.49% | 54 | -26.03% | 53 | 29.27% |
| 31 Dec, 20 | 138 | -10.39% | 17,573,402 | 3.32% | 62.75% | 1.64% | 73 | -13.10% | 41 | - |
| 30 Sep, 20 | 154 | -1.91% | 17,008,915 | 2.07% | 61.79% | 1.64% | 84 | -17.65% | 41 | 13.89% |
| 30 Jun, 20 | 157 | 18.05% | 16,664,515 | 26.13% | 61.41% | 2.50% | 102 | 37.84% | 36 | -18.18% |
| 31 Mar, 20 | 133 | 12.71% | 13,211,720 | 13.34% | 49.59% | 2.51% | 74 | -14.94% | 44 | 120.00% |
| 31 Dec, 19 | 118 | 45.68% | 11,657,066 | 51.39% | 44.42% | 5.03% | 87 | 52.63% | 20 | 33.33% |
| 30 Sep, 19 | 81 | 39.66% | 7,700,195 | 52.52% | 29.72% | 7.63% | 57 | 23.91% | 15 | 200.00% |
| 30 Jun, 19 | 58 | 65.71% | 5,048,581 | 43.20% | 19.74% | 10.16% | 46 | 119.05% | 5 | -16.67% |
| 31 Mar, 19 | 35 | 25.00% | 3,525,425 | 17.42% | 13.94% | 9.69% | 21 | 31.25% | 6 | -33.33% |
| 31 Dec, 18 | 28 | -22.22% | 3,002,320 | -25.93% | 11.99% | 4.41% | 16 | -36.00% | 9 | - |
| 30 Sep, 18 | 36 | -25.00% | 4,053,462 | -8.09% | 16.48% | 5.21% | 25 | -47.92% | 9 | - |
| 30 Jun, 18 | 48 | - | 4,410,018 | - | 17.78% | - | 48 | - | - | - |
EverQuote Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of EverQuote's stock was made by Sanborn Joseph on Aug 16 2024, selling 513 shares at $22.62 per share (valued at $11.60K).
EverQuote Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 1 | 42 | 2.38% |
| Q2 2024 | 10 | 78 | 12.82% |
| Q1 2024 | 5 | 76 | 6.58% |
| Q4 2023 | - | 19 | - |
| Q3 2023 | 11 | 17 | 64.71% |
| Q2 2023 | 10 | 20 | 50.00% |
| Q1 2023 | 8 | 19 | 42.11% |
| Q4 2022 | 2 | 14 | 14.29% |
| Q3 2022 | 2 | 16 | 12.50% |
| Q2 2022 | 10 | 15 | 66.67% |
| Q1 2022 | 20 | 13 | 153.85% |
| Q4 2021 | 37 | 13 | 284.62% |
| Q3 2021 | 8 | 25 | 32.00% |
| Q2 2021 | 9 | 16 | 56.25% |
| Q1 2021 | 36 | 81 | 44.44% |
| Q4 2020 | 22 | 81 | 27.16% |
| Q3 2020 | 15 | 135 | 11.11% |
| Q2 2020 | 17 | 349 | 4.87% |
| Q1 2020 | 20 | 71 | 28.17% |
| Q4 2019 | 19 | 52 | 36.54% |
1 total buy trades, and 42 total sell trades (buy/sell ratio of 0.02%) were made by EverQuote's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 36 | - |
| Q2 2024 | - | 64 | - |
| Q1 2024 | - | 68 | - |
| Q4 2023 | - | 11 | - |
| Q3 2023 | 3 | 10 | 30.00% |
| Q2 2023 | - | 6 | - |
| Q1 2023 | - | 13 | - |
| Q4 2022 | - | 11 | - |
| Q3 2022 | - | 14 | - |
| Q2 2022 | - | 10 | - |
| Q1 2022 | 11 | 11 | 100.00% |
| Q4 2021 | 31 | 9 | 344.44% |
| Q3 2021 | 4 | 22 | 18.18% |
| Q2 2021 | 1 | 16 | 6.25% |
| Q1 2021 | 2 | 55 | 3.64% |
| Q4 2020 | 3 | 58 | 5.17% |
| Q3 2020 | 1 | 119 | 0.84% |
| Q2 2020 | 2 | 341 | 0.59% |
| Q1 2020 | 1 | 53 | 1.89% |
| Q4 2019 | 1 | 37 | 2.70% |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 36 open market sell trades of EverQuote's stocks.
EVER Ownership FAQ
Who Owns EverQuote?
EverQuote is owned by institutional shareholders (67.18%), insiders (17.84%), and public (14.98%). The largest institutional shareholder of EverQuote is BLACKROCK INC. (6.28% of total shares) and the top mutual fund owner is SPARROW FUNDS (0.61% of total shares).
Who are the major institutional shareholders of EverQuote?
EverQuote's major institutional shareholders are BLACKROCK INC., DRIEHAUS CAPITAL MANAGEMENT LLC, VANGUARD GROUP INC, BANK OF AMERICA CORP /DE/, and GRANAHAN INVESTMENT MANAGEMENT, LLC. The top five shareholders own together 22.62% of the company's share outstanding.
How many EverQuote shareholders are there?
As of Jun 2024, there are 160 institutional shareholders of EverQuote.
What percentage of EverQuote is owned by BLACKROCK INC?
BLACKROCK INC owns 2.16M shares of EverQuote, representing 6.28% of the company's total shares outstanding, valued at $45.03M (as of Jun 2024).
What percentage of EverQuote is owned by DRIEHAUS CAPITAL MANAGEMENT LLC?
As of Jun 2024, DRIEHAUS CAPITAL MANAGEMENT LLC holds 2.04M shares of EverQuote (EVER), compromising 5.92% of the company, valued at $42.48M.
What percentage of EverQuote is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC is the third largest holder of EverQuote. The company owns 1.77M of the company's shares outstanding (worth $37.02M).