DaveManuel.com · Institutional Ownership · Who Owns It
EVERQUOTE INC (EVER)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
247
Reporting holders
$762.2M
Reported value
1.6%
Calls
1.3%
Puts
+20
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 |
| PRICE T ROWE ASSOCIATES INC /MD/ | $35.1M | 1,475,365 | 0.00% | 6q | +15.0%+$4.6M |
| ACADIAN ASSET MANAGEMENT LLC | $28.3M | 1,192,301 | 0.03% | 13q | -11.3%-$3.6M |
| 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 incl. $7.1M options CALL+PUT | 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 incl. $4.5M options CALL+PUT | 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 |
| First Eagle Investment Management, LLC | $10.9M | 459,514 | 0.01% | 15q | +98.1%+$5.4M |
| 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 |
| CSM Advisors, LLC | $7.3M | 307,715 | 0.16% | 3q | +74.4%+$3.1M |
| 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 |
| AMERIPRISE FINANCIAL INC | $5.5M | 231,683 | 0.00% | 5q | +3.1%+$167.5K |
| 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 incl. $4.2M options CALL+PUT | 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 |
| Pacer Advisors, Inc. | $4.1M | 171,263 | 0.01% | 5q | -20.3%-$1.0M |
| 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 |
| 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 incl. $154.6K options CALL | 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 incl. $1.1M options CALL | 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 |
| Corient Private Wealth LP | $1.9M | 79,174 | 0.00% | 2q | +85.4%+$867.4K |
| Wakefield Asset Management LLLP | $1.8M | 76,411 | 0.41% | 5q | +1.4%+$24.7K |
| PEAK6 LLC | $1.8M CALL | 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 | +135.4%+$1.0M |
| NOMURA HOLDINGS INC | $1.7M | 73,501 | 0.00% | new | NEW |
| 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 CALL+PUT | options only | 0.00% | 11q | OPTIONS |
| Jackson Creek Investment Advisors LLC | $1.5M | 57,921 | 0.48% | 6q | -52.5%-$1.6M |
| NATIXIS ADVISORS, LLC | $1.4M | 60,485 | 0.00% | 2q | +89.0%+$677.1K |
| 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 CALL+PUT | 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 | +56.0%+$373.2K |
| 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 |
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 |
|---|---|---|---|
| 2026-10-27 | 13G/A | BlackRock Portfolio Management LLC | 6.3% |
| 2026-10-07 | 13G | Allspring Global Investments Holdings, LLC | 5.9% |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-21 | 2026-10-21 | Material agreement entered | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-09-15 | Mendal Jayme | CEO and President | Sold | 20,981 | $509.2K |
| 2026-10-01 | Mendal Jayme | CEO and President | Sold | 20,980 | $413.2K ×2 |
| 2026-09-01 | Wilczek Mira | Director | Sold | 9,500 | $238.2K |
| 2026-08-10 | Sanborn Joseph | CFO and Chief Admin Officer | Sold | 6,667 | $170.1K |
| 2026-07-08 | Sanborn Joseph | CFO and Chief Admin Officer | Sold | 6,667 | $164.2K |
| 2026-06-08 | Sanborn Joseph | CFO and Chief Admin Officer | Sold | 6,666 | $128.5K ×2 |
| 2026-07-06 | Brainard David | Chief Technology Officer | Sold | 4,960 | $126.5K ×2 |
| 2026-07-01 | Ayotte Jon | Chief Accounting Officer | Sold | 4,611 | $111.4K |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 50 | $13.3M | 663,216 | 13 | 15 | 10 | 0.0% |
| Q2 2026 | 247 | $762.2M | 31,101,259 | 45 | 100 | 71 | 2.9% |
| Q1 2026 | 227 | $468.8M | 30,145,254 | 34 | 99 | 65 | 0.5% |
| Q4 2025 | 244 | $755.3M | 27,872,436 | 43 | 89 | 81 | 0.6% |
| Q3 2025 | 222 | $642.8M | 27,886,995 | 32 | 97 | 64 | 0.9% |
| Q2 2025 | 223 | $657.8M | 26,843,720 | 44 | 99 | 52 | 1.3% |
| Q1 2025 | 218 | $682.8M | 25,736,528 | 60 | 61 | 70 | 1.3% |
| Q4 2024 | 178 | $518.4M | 25,790,112 | 25 | 79 | 40 | 0.6% |
| Q3 2024 | 195 | $536.2M | 25,137,325 | 46 | 68 | 55 | 1.1% |
| Q2 2024 | 163 | $492.3M | 23,218,503 | 52 | 52 | 41 | 1.6% |
| Q1 2024 | 126 | $415.4M | 21,596,703 | 43 | 33 | 45 | 3.5% |
| Q4 2023 | 98 | $257.4M | 20,979,938 | 24 | 27 | 36 | 0.3% |
| Q3 2023 | 85 | $144.8M | 20,020,548 | 11 | 34 | 25 | 0.0% |
| Q2 2023 | 97 | $126.2M | 19,006,714 | 15 | 41 | 24 | 2.0% |
| Q1 2023 | 116 | $251.9M | 18,066,630 | 29 | 36 | 36 | 0.3% |
| Q4 2022 | 100 | $266.2M | 17,793,336 | 26 | 35 | 30 | 1.5% |
| Q3 2022 | 95 | $113.4M | 16,587,569 | 9 | 43 | 30 | 0.2% |
| Q2 2022 | 98 | $160.8M | 18,164,988 | 12 | 33 | 34 | 0.1% |
| Q1 2022 | 114 | $929.3M | 57,281,774 | 27 | 34 | 39 | 0.3% |
| Q4 2021 | 117 | $510.7M | 32,239,227 | 16 | 46 | 36 | 1.2% |
| Q3 2021 | 120 | $679.8M | 36,110,321 | 26 | 52 | 24 | 1.0% |
| Q2 2021 | 110 | $694.3M | 20,989,643 | 13 | 54 | 26 | 1.2% |
| Q1 2021 | 124 | $768.5M | 21,058,892 | 17 | 33 | 50 | 0.6% |
| Q4 2020 | 127 | $1.3B | 35,514,179 | 24 | 45 | 37 | 0.9% |
| Q3 2020 | 141 | $1.3B | 33,746,934 | 22 | 53 | 41 | 0.6% |
| Q2 2020 | 150 | $2.0B | 34,985,452 | 34 | 62 | 38 | 0.6% |
| Q1 2020 | 130 | $895.4M | 34,058,399 | 38 | 34 | 44 | 0.1% |
| Q4 2019 | 118 | $767.5M | 22,296,442 | 45 | 42 | 21 | 0.2% |
| Q3 2019 | 79 | $483.2M | 22,694,462 | 31 | 25 | 15 | 0.0% |
| Q2 2019 | 57 | $260.4M | 20,033,526 | 28 | 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% |