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 ($485.1k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $15.47. Options: 5 managers hold calls ($1.4m notional), 3 hold puts ($956.0k).
Trends to Q1 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 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 106 | 61 |
| 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 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $7.3m | $1.4m | 0.19 |
| Q3 2025 | $2.8m | $2.8m | 1.01 |
| Q4 2025 | $4.1m | $280.8k | 0.07 |
| Q1 2026 | $1.4m | $956.0k | 0.67 |
Biggest buyers
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +975.2k |
| ACADIAN ASSET MANAGEMENT LLC | Added | +507.9k |
| GOLDMAN SACHS GROUP INC | Added | +312.4k |
| Allspring Global Investments Holdings, LLC | Added | +293.2k |
| JACOBS ASSET MANAGEMENT, LLC | Added | +268.8k |
| MONIMUS CAPITAL MANAGEMENT, LP | Added | +266.1k |
| JACOBS LEVY EQUITY MANAGEMENT, INC | New | +237.5k |
| Qube Research & Technologies Ltd | Added | +223.0k |
| UBS Group AG | Added | +211.6k |
| RENAISSANCE TECHNOLOGIES LLC | Added | +211.4k |
Biggest sellers
| AMERIPRISE FINANCIAL INC | Reduced | -631.8k |
| LAZARD ASSET MANAGEMENT LLC | Reduced | -405.3k |
| Nuveen, LLC | Reduced | -374.8k |
| Balyasny Asset Management L.P. | Reduced | -356.0k |
| D. E. Shaw & Co., Inc. | Reduced | -323.0k |
| ROYCE & ASSOCIATES LP | Sold out | -291.3k |
| Squarepoint Ops LLC | Sold out | -217.4k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -148.5k |
| Lisanti Capital Growth, LLC | Sold out | -142.7k |
| Freestone Grove Partners LP | Reduced | -137.8k |
Biggest calls
| CITADEL ADVISORS LLC | Reduced | $747.9k48.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $461.1k29.9k shares |
| TUDOR INVESTMENT CORP ET AL | New | $206.6k13.4k shares |
| GROUP ONE TRADING LLC | New | $4.6k300 shares |
| SIMPLEX TRADING, LLC | Reduced | $3.1k200 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $493.4k32.0k shares |
| CITADEL ADVISORS LLC | Added | $461.1k29.9k shares |
| SIMPLEX TRADING, LLC | Reduced | $1.5k100 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 in Q1 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 |
|---|---|---|---|---|---|
| Q2 2024 | 0 | — | 8 | $19.0m | $18.7m |
| Q3 2024 | 0 | — | 8 | $6.1m | $6.0m |
| 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 |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-02-25 | Ayotte Jon Chief Accounting Officer | Sold plan | $26.9k1.7k shares |
| 2026-02-23 | Ayotte Jon Chief Accounting Officer | Sold | $4.8k321 shares |
| 2026-02-20 | Mendal Jayme CEO and President, director | Sold plan | $215.2k14.4k shares |
| 2026-01-20 | Mendal Jayme CEO and President, director | Sold plan | $346.8k14.4k shares |
| 2026-01-12 | Shields John L. Director | Sold plan | $51.5k2.0k shares |
| 2026-01-12 | Neble George R Director | Sold plan | $17.3k671 shares |
| 2026-01-07 | Brainard David Chief Technology Officer | Sold plan | $143.0k5.7k shares |
| 2026-01-05 | Sanborn Joseph Chief Financial Officer | Sold plan | $24.7k1.1k shares |
| 2026-01-05 | Ayotte Jon Chief Accounting Officer | Sold plan | $17.0k675 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, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 3.5m $53.9m | Added +190.0k |
| ACADIAN ASSET MANAGEMENT LLC 0.03% of their portfolio | 1.3m $20.7m | Added +507.9k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 1.3m $19.8m | Added +975.2k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 1.2m $18.8m | First filing |
| RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio | 941.5k $14.5m | Added +211.4k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 913.0k $14.1m | First filing |
| Allspring Global Investments Holdings, LLC 0.02% of their portfolio | 909.9k $13.4m | Added +293.2k |
| Qube Research & Technologies Ltd 0.02% of their portfolio | 869.8k $13.4m | Added +223.0k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 775.3k $12.0m | Added +58.2k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio | 743.9k $11.5m | Added +13.3k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 695.7k $10.7m | Added +190.4k |
| EMERALD ADVISERS, LLC 0.34% of their portfolio | 691.3k $10.7m | Reduced -29.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 691.2k $10.7m | Reduced -50.3k |
| STATE STREET CORP 0.00% of their portfolio | 688.7k $10.6m | Added +88.8k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 577.1k $8.9m | Reduced -12.9k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 575.2k $8.9m | Added +312.4k |
| Balyasny Asset Management L.P. 0.02% of their portfolio | 519.7k $8.0m | Reduced -356.0k |
| LAZARD ASSET MANAGEMENT LLC 0.01% of their portfolio | 495.9k $7.6m | Reduced -405.3k |
| UBS Group AG 0.00% of their portfolio | 462.6k $7.1m | Added +211.6k |
| EMERALD MUTUAL FUND ADVISERS TRUST 0.31% of their portfolio | 411.6k $6.3m | Unchanged |
| JACOBS ASSET MANAGEMENT, LLC 3.72% of their portfolio | 403.3k $6.2m | Added +268.8k |
| HENNESSY ADVISORS INC 0.20% of their portfolio | 353.6k $5.5m | Reduced -12.2k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 336.4k $5.2m | Added +2.0k |
| MONIMUS CAPITAL MANAGEMENT, LP 1.30% of their portfolio | 304.1k $4.7m | Added +266.1k |
| Toronado Partners, LLC 8.64% of their portfolio | 297.0k $4.6m | Added +6.5k |
| MORGAN STANLEY 0.00% of their portfolio | 283.6k $4.4m | Added +55.9k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 258.5k $4.0m | Added +4.4k |
| Boston Partners 0.00% of their portfolio | 256.7k $4.0m | Added +10.9k |
| VestGen Advisors, LLC 0.13% of their portfolio | 246.3k $4.7m | Added +707 |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.02% of their portfolio | 237.5k $3.7m | New |
| First Eagle Investment Management, LLC 0.01% of their portfolio | 232.0k $3.6m | Reduced -20.0k |
| Hillsdale Investment Management Inc. 0.10% of their portfolio | 228.4k $3.5m | Unchanged |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 224.7k $3.5m | Reduced -7.2k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 224.6k $3.5m | Reduced -631.8k |
| Nuveen, LLC 0.00% of their portfolio | 223.8k $3.5m | Reduced -374.8k |
| S SQUARED TECHNOLOGY, LLC 1.30% of their portfolio | 223.1k $3.4m | Added +147.1k |
| ESSEX INVESTMENT MANAGEMENT CO LLC 0.53% of their portfolio | 217.1k $3.3m | Reduced -14.3k |
| Pacer Advisors, Inc. 0.01% of their portfolio | 214.9k $3.3m | Added +96.8k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 203.5k $3.1m | Reduced -97.3k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 195.1k $3.0m | Reduced -56.9k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 190.0k $2.9m | First filing |
| CSM Advisors, LLC 0.07% of their portfolio | 176.4k $2.7m | Reduced -695 |
| SEI INVESTMENTS CO 0.00% of their portfolio | 170.0k $2.6m | Reduced -16.4k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 166.4k $2.6m | Added +66.8k |
| CITIGROUP INC 0.00% of their portfolio | 157.8k $2.4m | Added +131.5k |
| OP Asset Management Ltd 0.02% of their portfolio | 156.3k $2.4m | Reduced -56.7k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 153.9k $2.4m | Added +83.4k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 145.9k $2.2m | Added +100.6k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 140.8k $2.2m | First filing |
| MACKENZIE FINANCIAL CORP 0.00% of their portfolio | 139.4k $2.1m | Added +62.8k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 137.6k $2.1m | Added +94.5k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 137.1k $2.1m | Added +8.5k |
| Engineers Gate Manager LP 0.02% of their portfolio | 129.0k $2.0m | Added +66.0k |
| XTX Topco Ltd 0.03% of their portfolio | 128.6k $2.0m | Added +109.1k |
| MEEDER ASSET MANAGEMENT INC 0.11% of their portfolio | 128.1k $2.0m | Added +102.8k |
| SG Americas Securities, LLC 0.00% of their portfolio | 127.6k $2.0m | Reduced -117.3k |
| Jackson Creek Investment Advisors LLC 0.55% of their portfolio | 121.8k $1.9m | Added +58.0k |
| Amundi 0.00% of their portfolio | 119.8k $1.8m | Added +79.7k |
| Trexquant Investment LP 0.01% of their portfolio | 116.2k $1.8m | Added +51.1k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 116.2k $1.8m | Reduced -323.0k |
| Quantinno Capital Management LP 0.00% of their portfolio | 115.0k $1.8m | Added +82.6k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 114.1k $1.8m | Reduced -113.1k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 109.4k $3.0m | Unchanged |
| Inspire Investing, LLC 0.09% of their portfolio | 99.1k $1.5m | Added +53.3k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.01% of their portfolio | 92.6k $1.4m | Added +34.1k |
| Occam Crest Management LP 0.86% of their portfolio | 90.0k $1.4m | New |
| Bank of New York Mellon Corp 0.00% of their portfolio | 87.7k $1.4m | Reduced -2.1k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 87.5k $1.3m | Added +63.6k |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 86.8k $1.3m | New |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 76.1k $1.2m | Added +10.4k |
| Wakefield Asset Management LLLP 0.31% of their portfolio | 75.4k $1.2m | Added +35.5k |
| GILDER GAGNON HOWE & CO LLC 0.01% of their portfolio | 74.4k $1.1m | New |
| GSA CAPITAL PARTNERS LLP 0.07% of their portfolio | 70.4k $1.1m | Added +60.2k |
| SEGALL BRYANT & HAMILL, LLC 0.02% of their portfolio | 69.8k $1.1m | Added +30.2k |
| ZACKS INVESTMENT MANAGEMENT 0.01% of their portfolio | 69.5k $1.1m | Added +3.2k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 64.6k $995.8k | Reduced -4.9k |
| K.J. Harrison & Partners Inc 0.16% of their portfolio | 63.9k $985.3k | Added +53.9k |
| BROWN ADVISORY INC 0.00% of their portfolio | 63.2k $974.7k | Reduced -3.8k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 61.7k $965.4k | Added +838 |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 60.4k $931.0k | Added +8.0k |
| Swiss National Bank 0.00% of their portfolio | 58.5k $902.1k | Unchanged |
| HRT FINANCIAL LP 0.00% of their portfolio | 57.4k $884.0k | Added +11.3k |
| Creative Planning 0.00% of their portfolio | 57.3k $883.2k | Added +26.8k |
| Clearline Capital LP 0.06% of their portfolio | 53.7k $828.4k | New |
| Invesco Ltd. 0.00% of their portfolio | 52.5k $809.0k | Added +3.3k |
| GLOBEFLEX CAPITAL L P 0.12% of their portfolio | 50.0k $770.5k | Unchanged |
| Gotham Asset Management, LLC 0.00% of their portfolio | 49.6k $764.5k | Reduced -2.3k |
| GREAT LAKES ADVISORS, LLC 0.01% of their portfolio | 48.8k $753.2k | Reduced -5.4k |
| MML INVESTORS SERVICES, LLC 0.00% of their portfolio | 43.8k $676.1k | Added +20.9k |
| D.A. DAVIDSON & CO. 0.00% of their portfolio | 43.2k $666.2k | Reduced -5.1k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 42.8k $659.2k | Added +18.7k |
| Corient Private Wealth LP 0.00% of their portfolio | 42.7k $658.6k | New |
| FORMULA GROWTH LTD 0.28% of their portfolio | 40.0k $616.8k | New |
| Vontobel Holding Ltd. 0.00% of their portfolio | 39.1k $603.3k | Added +12.4k |
| Jump Financial, LLC 0.01% of their portfolio | 37.0k $570.5k | Reduced -17.5k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 36.7k $566.4k | Added +1.1k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 36.6k $563.8k | Reduced -360 |
| Hennion & Walsh Asset Management, Inc. 0.02% of their portfolio | 36.5k $562.1k | Added +6.1k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 35.4k $554.6k | Reduced -22.9k |
| Legato Capital Management LLC 0.05% of their portfolio | 33.5k $516.3k | Reduced -53.2k |