EVERQUOTE INC EVER
COM CL A · Common Stock · CUSIP 30041R108 · ISIN US30041R1086
Online insurance marketplace
- SectorTechnology
- IndustryServices-Computer Programming, Data Processing, Etc.
- HeadquartersCambridge, MA
- Founded2011
- Websiteeverquote.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($2.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $23.80. Options: 9 managers hold calls ($12.1m notional), 6 hold puts ($9.7m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 97 |
| Q4 2022 | 96 |
| Q1 2023 | 117 |
| Q2 2023 | 95 |
| Q3 2023 | 85 |
| Q4 2023 | 97 |
| Q1 2024 | 125 |
| Q2 2024 | 159 |
| Q3 2024 | 192 |
| Q4 2024 | 175 |
| Q1 2025 | 217 |
| Q2 2025 | 220 |
| Q3 2025 | 220 |
| Q4 2025 | 242 |
| Q1 2026 | 226 |
| Q2 2026 | 244 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 113 | 68 |
| Q4 2024 | 105 | 91 |
| Q1 2025 | 119 | 87 |
| Q2 2025 | 145 | 94 |
| Q3 2025 | 131 | 97 |
| Q4 2025 | 133 | 109 |
| Q1 2026 | 133 | 117 |
| Q2 2026 | 145 | 94 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $2.8m | $2.8m | 1.01 |
| Q4 2025 | $4.1m | $280.8k | 0.07 |
| Q1 2026 | $1.4m | $956.0k | 0.67 |
| Q2 2026 | $12.1m | $9.7m | 0.81 |
Biggest buyers
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | New | +845.2k |
| MACKENZIE FINANCIAL CORP | Added | +733.6k |
| Allspring Global Investments Holdings, LLC | Added | +517.4k |
| GILDER GAGNON HOWE & CO LLC | Added | +385.7k |
| BlackRock, Inc. | Added | +320.9k |
| JANE STREET GROUP, LLC | New | +287.4k |
| First Eagle Investment Management, LLC | Added | +227.6k |
| Divisadero Street Capital Management, LP | New | +219.2k |
| CITADEL ADVISORS LLC | Added | +210.5k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +192.0k |
Biggest sellers
| Qube Research & Technologies Ltd | Reduced | -851.9k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -630.1k |
| Balyasny Asset Management L.P. | Reduced | -434.5k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -398.2k |
| HENNESSY ADVISORS INC | Sold out | -353.6k |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Reduced | -280.4k |
| UBS Group AG | Reduced | -269.6k |
| ESSEX INVESTMENT MANAGEMENT CO LLC | Sold out | -217.1k |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Reduced | -204.7k |
| JACOBS ASSET MANAGEMENT, LLC | Reduced | -163.9k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $2.7m114.4k shares |
| CITADEL ADVISORS LLC | Added | $2.4m99.0k shares |
| JANE STREET GROUP, LLC | New | $1.8m77.0k shares |
| PEAK6 LLC | New | $1.8m76.2k shares |
| SIMPLEX TRADING, LLC | Added | $1.2m50.3k shares |
| TUDOR INVESTMENT CORP ET AL | Added | $1.1m44.8k shares |
| IMC-Chicago, LLC | New | $944.5k39.7k shares |
| Walleye Capital LLC | New | $154.6k6.5k shares |
| GROUP ONE TRADING LLC | Reduced | $2.4k100 shares |
Biggest puts
| JANE STREET GROUP, LLC | New | $5.3m221.2k shares |
| CITADEL ADVISORS LLC | Added | $2.1m89.7k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.5m61.4k shares |
| IMC-Chicago, LLC | New | $368.7k15.5k shares |
| SIMPLEX TRADING, LLC | Added | $290.2k12.2k shares |
| GROUP ONE TRADING LLC | New | $223.6k9.4k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
BLUNDIN DAVID B
13D · may seek influence
-3.0 pts · filed 2025-08-13
Stated purposeItem 4 of the Schedule 13D is hereby revised and supplemented with the following: On August 10, 2025, the Issuer entered into a Common Stock Repurchase Agreement (the "Repurchase Agreement") with Link Ventures to repurchase 900,000 shares of the Issuer's Class A Common Stock, for $23.33 per share for the aggregate purchase price of $20,997,000 in a privately negotiated transaction with Link Ventures. The Repurchase Transaction closed on August 12, 2025. The foregoing description of the Repurchase Agreement does not purport to be complete and is qualified in its entirety by reference to the full text of the Repurchase Agreement, which is filed as Exhibit 10.1 hereto and is incorporated herein by reference. On August 10, 2025, Link Ventures, Link Management, and David Blundin entered into … Full filing |
18.4% |
| BlackRock, Inc. 13G · institution +1.0 pts · filed 2026-07-28 | 7.0% |
| BlackRock Portfolio Management LLC 13G · institution +1.3 pts · filed 2026-10-27 | 6.3% |
| Allspring Global Investments Holdings, LLC 13G · institution new · filed 2026-10-07 | 5.9% |
Fell to 5% or below in the last year: MILLENNIUM MANAGEMENT LLC (2.4%, 2026-04-21), VANGUARD GROUP INC (0.0%, 2026-03-26)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 7 | $1.6m | $1.6m |
| Q1 2025 | 0 | — | 8 | $10.0m | $9.3m |
| Q2 2025 | 0 | — | 7 | $1.5m | $1.5m |
| Q3 2025 | 0 | — | 7 | $1.5m | $1.4m |
| Q4 2025 | 0 | — | 6 | $1.4m | $1.3m |
| Q1 2026 | 0 | — | 6 | $847.1k | $842.3k |
| Q2 2026 | 0 | — | 4 | $829.3k | $824.1k |
| Q3 2026 | 0 | — | 7 | $1.6m | $1.3m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-15 | Mendal Jayme CEO and President, director | Sold plan | $509.2k21.0k shares |
| 2026-09-01 | Wilczek Mira Director | Sold | $238.2k9.5k shares |
| 2026-08-25 | Shields John L. Director | Sold plan | $82.5k3.1k shares |
| 2026-08-25 | Ayotte Jon Chief Accounting Officer | Sold plan | $38.0k1.4k shares |
| 2026-08-25 | Brainard David Chief Technology Officer | Sold plan | $29.0k1.1k shares |
| 2026-08-19 | Neble George R Director | Sold plan | $60.5k2.5k shares |
| 2026-08-10 | Sanborn Joseph CFO and Chief Admin Officer | Sold plan | $170.1k6.7k shares |
| 2026-07-08 | Sanborn Joseph CFO and Chief Admin Officer | Sold plan | $164.2k6.7k shares |
| 2026-07-06 | Brainard David Chief Technology Officer | Sold plan | $126.5k5.0k shares |
| 2026-07-06 | Ayotte Jon Chief Accounting Officer | Sold plan | $22.0k881 shares |
| 2026-07-06 | Sanborn Joseph CFO and Chief Admin Officer | Sold plan | $15.7k642 shares |
| 2026-07-01 | Ayotte Jon Chief Accounting Officer | Sold plan | $111.4k4.6k shares |
| 2026-06-08 | Sanborn Joseph CFO and Chief Admin Officer | Sold plan | $128.5k6.7k shares |
| 2026-06-01 | Ayotte Jon Chief Accounting Officer | Sold plan | $17.8k889 shares |
| 2026-05-27 | Brainard David Chief Technology Officer | Sold plan | $11.6k581 shares |
| 2026-05-26 | Ayotte Jon Chief Accounting Officer | Sold plan | $16.6k888 shares |
| 2026-05-26 | Brainard David Chief Technology Officer | Sold plan | $9.6k516 shares |
| 2026-05-21 | Ayotte Jon Chief Accounting Officer | Sold | $5.2k285 shares |
| 2026-05-07 | Sanborn Joseph CFO and Chief Admin Officer | Sold plan | $414.0k20.0k shares |
| 2026-05-05 | Brainard David Chief Technology Officer | Sold plan | $193.1k9.9k shares |
| 2026-05-05 | Ayotte Jon Chief Accounting Officer | Sold plan | $7.3k363 shares |
| 2026-04-10 | Neble George R Director | Sold plan | $10.7k670 shares |
| 2026-04-06 | Ayotte Jon Chief Accounting Officer | Sold plan | $5.6k364 shares |
| 2026-04-02 | Sanborn Joseph CFO and Chief Admin Officer | Sold plan | $9.4k650 shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 3.8m $90.8m | Added +320.9k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 1.5m $35.1m | Added +192.0k |
| Allspring Global Investments Holdings, LLC 0.05% of their portfolio | 1.4m $35.3m | Added +517.4k |
| ACADIAN ASSET MANAGEMENT LLC 0.03% of their portfolio | 1.2m $28.3m | Reduced -152.5k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 1.2m $28.3m | Reduced -27.7k |
| MACKENZIE FINANCIAL CORP 0.02% of their portfolio | 873.1k $20.8m | Added +733.6k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 847.7k $20.2m | Added +152.0k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.03% of their portfolio | 845.2k $20.1m | New |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 740.9k $17.6m | Added +165.7k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 737.7k $17.5m | Added +160.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 733.4k $17.4m | Added +42.2k |
| STATE STREET CORP 0.00% of their portfolio | 717.2k $17.1m | Added +28.4k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio | 669.8k $15.9m | Reduced -74.0k |
| EMERALD ADVISERS, LLC 0.37% of their portfolio | 651.9k $15.5m | Reduced -39.3k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 632.6k $15.0m | Reduced -280.4k |
| RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio | 543.3k $12.9m | Reduced -398.2k |
| LAZARD ASSET MANAGEMENT LLC 0.02% of their portfolio | 463.4k $11.0m | Reduced -32.5k |
| GILDER GAGNON HOWE & CO LLC 0.11% of their portfolio | 460.1k $10.9m | Added +385.7k |
| First Eagle Investment Management, LLC 0.01% of their portfolio | 459.5k $10.9m | Added +227.6k |
| MORGAN STANLEY 0.00% of their portfolio | 418.5k $10.0m | Added +134.8k |
| EMERALD MUTUAL FUND ADVISERS TRUST 0.33% of their portfolio | 397.3k $9.5m | Reduced -14.3k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 339.7k $8.1m | Added +3.3k |
| Boston Partners 0.01% of their portfolio | 309.3k $7.4m | Added +52.6k |
| CSM Advisors, LLC 0.16% of their portfolio | 307.7k $7.3m | Added +131.3k |
| Nuveen, LLC 0.00% of their portfolio | 300.4k $7.1m | Added +76.6k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 298.0k $7.1m | Added +210.5k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 290.0k $6.9m | Added +31.4k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 287.4k $6.8m | New |
| Hillsdale Investment Management Inc. 0.14% of their portfolio | 257.2k $6.1m | Added +28.8k |
| VestGen Advisors, LLC 0.17% of their portfolio | 246.4k $5.9m | Added +168 |
| JACOBS ASSET MANAGEMENT, LLC 4.29% of their portfolio | 239.4k $5.7m | Reduced -163.9k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 237.8k $5.7m | Added +71.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 237.5k $5.6m | Added +12.8k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 231.7k $5.5m | Added +7.0k |
| S SQUARED TECHNOLOGY, LLC 1.65% of their portfolio | 223.1k $5.3m | Unchanged |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 220.6k $5.2m | Added +104.4k |
| Divisadero Street Capital Management, LP 0.12% of their portfolio | 219.2k $5.2m | New |
| Occam Crest Management LP 3.23% of their portfolio | 218.0k $5.8m | Added +128.0k |
| UBS Group AG 0.00% of their portfolio | 193.1k $4.6m | Reduced -269.6k |
| MONIMUS CAPITAL MANAGEMENT, LP 1.16% of their portfolio | 192.7k $4.6m | Reduced -111.4k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 190.2k $4.5m | Reduced -13.3k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 189.7k $2.9m | Added +80.2k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 189.4k $4.5m | Reduced -5.7k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 186.2k $4.4m | Added +32.3k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 180.4k $4.3m | Reduced -9.5k |
| Pacer Advisors, Inc. 0.01% of their portfolio | 171.3k $4.1m | Reduced -43.7k |
| Toronado Partners, LLC 11.05% of their portfolio | 165.1k $3.9m | Reduced -131.9k |
| Quantinno Capital Management LP 0.00% of their portfolio | 161.9k $3.9m | Added +46.9k |
| Trexquant Investment LP 0.02% of their portfolio | 153.3k $3.6m | Added +37.0k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 149.7k $3.6m | Added +12.7k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 147.9k $3.5m | Added +10.4k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 145.2k $3.5m | Reduced -630.1k |
| Creative Planning 0.00% of their portfolio | 132.6k $3.2m | Added +75.4k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 128.6k $3.1m | Reduced -12.2k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 123.1k $2.9m | Added +80.3k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 121.9k $2.9m | Reduced -24.0k |
| Squarepoint Ops LLC 0.01% of their portfolio | 121.5k $2.9m | New |
| SEI INVESTMENTS CO 0.00% of their portfolio | 118.7k $2.8m | Reduced -51.3k |
| PICTON MAHONEY ASSET MANAGEMENT 0.02% of their portfolio | 112.6k $2.7m | New |
| Amundi 0.00% of their portfolio | 110.6k $2.6m | Reduced -9.2k |
| Inspire Investing, LLC 0.11% of their portfolio | 110.6k $2.6m | Added +11.5k |
| GREAT LAKES ADVISORS, LLC 0.02% of their portfolio | 105.5k $2.5m | Added +56.7k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 101.4k $2.4m | Reduced -12.7k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 98.5k $2.3m | Added +10.8k |
| Walleye Capital LLC 0.01% of their portfolio | 98.4k $2.3m | New |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 94.2k $2.2m | Added +29.6k |
| Divisar Capital Management LLC 0.49% of their portfolio | 90.0k $2.1m | New |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 85.2k $2.0m | Reduced -434.5k |
| Jump Financial, LLC 0.02% of their portfolio | 79.8k $1.9m | Added +42.8k |
| Corient Private Wealth LP 0.00% of their portfolio | 79.2k $1.9m | Added +36.5k |
| Wakefield Asset Management LLLP 0.41% of their portfolio | 76.4k $1.8m | Added +1.0k |
| XTX Topco Ltd 0.02% of their portfolio | 75.6k $1.8m | Reduced -53.0k |
| ALGERT GLOBAL LLC 0.02% of their portfolio | 73.6k $1.7m | Added +42.3k |
| NOMURA HOLDINGS INC 0.01% of their portfolio | 73.5k $1.7m | New |
| BROWN ADVISORY INC 0.00% of their portfolio | 70.8k $1.7m | Added +7.6k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 66.4k $1.6m | Reduced -9.7k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.03% of their portfolio | 66.4k $1.6m | New |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 65.0k $1.5m | Added +3.3k |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 60.7k $1.4m | Added +29.0k |
| NATIXIS ADVISORS, LLC 0.00% of their portfolio | 60.5k $1.4m | Added +28.5k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 60.2k $1.4m | Reduced -244 |
| ZACKS INVESTMENT MANAGEMENT 0.01% of their portfolio | 58.9k $1.4m | Reduced -10.6k |
| Jackson Creek Investment Advisors LLC 0.48% of their portfolio | 57.9k $1.5m | Reduced -63.9k |
| Invesco Ltd. 0.00% of their portfolio | 56.6k $1.3m | Added +4.2k |
| Swiss National Bank 0.00% of their portfolio | 55.3k $1.3m | Reduced -3.2k |
| MML INVESTORS SERVICES, LLC 0.00% of their portfolio | 51.5k $1.2m | Added +7.7k |
| GLOBEFLEX CAPITAL L P 0.15% of their portfolio | 50.0k $1.2m | Unchanged |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 47.3k $1.1m | Added +26.5k |
| D.A. DAVIDSON & CO. 0.01% of their portfolio | 43.8k $1.0m | Added +614 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 43.7k $1.0m | Added +15.7k |
| CITIGROUP INC 0.00% of their portfolio | 42.7k $1.0m | Reduced -115.1k |
| TUDOR INVESTMENT CORP ET AL 0.00% of their portfolio | 42.4k $1.0m | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 41.2k $981.0k | Added +4.5k |
| OP Asset Management Ltd 0.01% of their portfolio | 40.1k $954.4k | Reduced -116.2k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 39.1k $930.1k | Added +7.3k |
| Mariner, LLC 0.00% of their portfolio | 38.2k $909.1k | Added +20.8k |
| Quadrature Capital Ltd 0.01% of their portfolio | 38.1k $906.2k | New |
| Hennion & Walsh Asset Management, Inc. 0.03% of their portfolio | 37.7k $897.6k | Added +1.3k |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 36.6k $871.7k | Added +20.7k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 36.5k $868.4k | Reduced -63 |