EverQuote Inc Class A (EVER) Ownership

20.64 ↑0.65 (3.25%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of EverQuote Inc Class A (EVER), owning a total of 2.2 million shares. Combined, the top 44 institutional holders of EVER own 68.98% of the company with a total of 24 million shares.

In the latest ownership report on September 30th 2024, the top 44 institutional holders increased their combined ownership of EVER by 1.2 million shares. 14 institutions bought 3,598,695 total additional shares and increased their ownership by an average of 348.36%. However 6 institutions sold 2,387,117 total shares and decreased their ownership by an average of 28.89%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of EverQuote Inc Class A increased by a net total of 1,211,578 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	5.636%	12.275%	1,992,365	217,820	2024-09-30
Marshall Wace Asset Management Ltd	2.433%	85.043%	860,130	395,304	2024-09-30
Granahan Investment Management Inc..	2.032%	-9.702%	718,407	-77,188	2024-09-30
Millennium Management LLC	1.872%	89.632%	661,873	312,843	2024-09-30
Emerald Advisers, LLC	1.811%	165.822%	640,032	399,257	2024-09-30
Balyasny Asset Management LLC	1.755%	65.083%	620,244	244,528	2024-09-30
Bank of America Corp	1.739%	-39.412%	614,785	-399,906	2024-09-30
Geode Capital Management, LLC	1.684%	10.410%	595,155	56,114	2024-09-30
Royce & Associates, LP	1.669%	-13.005%	590,152	-88,220	2024-09-30
Qube Research & Technologies	1.543%	81.442%	545,508	244,857	2024-09-30
State Street Corp	1.495%	-1.519%	528,383	-8,148	2024-09-30
Emerald Mutual Fund Advisers Trust	1.426%	572.135%	504,081	429,084	2024-09-30
Arrowstreet Capital Limited Partnership	1.394%	11.099%	492,726	49,223	2024-09-30
Goldman Sachs Group Inc	1.384%	297.019%	489,274	366,037	2024-09-30
Toronado Partners, LLC	1.273%	-30.215%	450,104	-194,882	2024-09-30
Citadel Advisors Llc	1.225%	47.700%	432,939	139,819	2024-09-30
Driehaus Capital Management LLC	1.181%	-79.493%	417,588	-1,618,773	2024-09-30
G2 Investment Partners Management LLC	1.103%	396.406%	389,768	311,250	2024-09-30
JPMorgan Chase & Co	1.091%	3,022.750%	385,629	373,280	2024-09-30
Renaissance Technologies Corp	0.999%	20.183%	352,987	59,279	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	6.106%	27.166%	2,158,659	461,144	2024-06-30
Vanguard Group Inc	5.636%	12.275%	1,992,365	217,820	2024-09-30
Rubric Capital Management LP	3.779%	0.000%	1,246,622	0	2022-12-31
Marshall Wace Asset Management Ltd	2.433%	85.043%	860,130	395,304	2024-09-30
Granahan Investment Management Inc..	2.032%	-9.702%	718,407	-77,188	2024-09-30
Millennium Management LLC	1.872%	89.632%	661,873	312,843	2024-09-30
Emerald Advisers, LLC	1.811%	165.822%	640,032	399,257	2024-09-30
Balyasny Asset Management LLC	1.755%	65.083%	620,244	244,528	2024-09-30
Bank of America Corp	1.739%	-39.412%	614,785	-399,906	2024-09-30
Geode Capital Management, LLC	1.684%	10.410%	595,155	56,114	2024-09-30
Royce & Associates, LP	1.669%	-13.005%	590,152	-88,220	2024-09-30
Federated Hermes Inc	1.728%	86.482%	547,863	254,074	2022-06-30
Qube Research & Technologies	1.543%	81.442%	545,508	244,857	2024-09-30
Arnhold & S. Bleichroeder Advisers, LLC	1.519%	0.167%	533,028	890	2024-06-30
State Street Corp	1.495%	-1.519%	528,383	-8,148	2024-09-30
Emerald Mutual Fund Advisers Trust	1.426%	572.135%	504,081	429,084	2024-09-30
Arrowstreet Capital Limited Partnership	1.394%	11.099%	492,726	49,223	2024-09-30
Goldman Sachs Group Inc	1.384%	297.019%	489,274	366,037	2024-09-30
Earnest Partners LLC	1.324%	-32.736%	467,952	-227,742	2024-06-30
AQR Capital Management LLC	1.352%	30.754%	451,131	106,109	2023-09-30
Toronado Partners, LLC	1.273%	-30.215%	450,104	-194,882	2024-09-30
Envestnet Asset Management Inc	1.292%	0.000%	448,778	448,778	2023-12-31
Morgan Stanley - Brokerage Accounts	1.229%	-23.232%	434,430	-131,466	2024-06-30
Citadel Advisors Llc	1.225%	47.700%	432,939	139,819	2024-09-30
Baillie Gifford & Co Limited.	1.209%	-45.355%	424,183	-352,068	2024-06-30
Clearline Capital LP	1.182%	-29.453%	417,904	-174,476	2024-06-30
Driehaus Capital Management LLC	1.181%	-79.493%	417,588	-1,618,773	2024-09-30
State Street Corporation	1.186%	1.282%	416,075	5,266	2024-03-31
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC	1.165%	91.102%	411,712	196,271	2024-06-30
Divisadero Street Capital Management, LP	1.152%	243.318%	400,000	283,490	2023-12-31
G2 Investment Partners Management LLC	1.103%	396.406%	389,768	311,250	2024-09-30
JPMorgan Chase & Co	1.091%	3,022.750%	385,629	373,280	2024-09-30
Portolan Capital Management, LLC	1.047%	-34.708%	367,241	-195,214	2024-03-31
Wells Fargo & Co	1.037%	-23.741%	366,612	-114,136	2024-06-30
Point72 Asset Management, L.P.	1.131%	-39.485%	363,668	-237,283	2022-09-30
Hanlon Investment Management Inc	1.017%	-0.056%	356,714	-200	2024-06-30
Renaissance Technologies Corp	0.999%	20.183%	352,987	59,279	2024-09-30
Jacobs Asset Management, LLC	1.039%	-4.877%	346,569	-17,769	2023-09-30
Dimensional Fund Advisors, Inc.	0.991%	34.063%	334,077	84,882	2023-12-31
Hillsdale Investment Management Inc.	0.897%	0.000%	295,820	295,820	2023-03-31
HST Ventures, LLC	0.865%	13.911%	291,705	35,624	2023-12-31
D. E. Shaw & Co LP	0.744%	-16.875%	248,276	-50,401	2023-09-30
Intrinsic Edge Capital Management, LLC	0.631%	0.000%	200,000	200,000	2022-06-30
Northern Trust Corp	0.611%	-1.335%	193,859	-2,623	2022-06-30

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of EverQuote Inc Class A (EVER), owning a total of 797 thousand shares. Combined, the top 56 mutual fund holders of EVER own 35.84% of the company with a total of 12.4 million shares.

In the latest ownership report on November 30th 2024, the top 56 fund holders increased their combined ownership of EVER by 6 thousand shares. 6 funds bought 56,103 total additional shares and increased their ownership by an average of 6.41%. However 2 funds sold 49,930 total shares and decreased their ownership by an average of 15.59%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding EverQuote Inc Class A increased by a net total of 6,173 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	2.254%	0.000%	796,810	0	2024-11-30
iShares Russell 2000 ETF	2.027%	0.000%	716,633	0	2024-11-30
Vanguard Institutional Extnd Mkt Idx Tr	1.152%	0.608%	407,264	2,460	2024-11-30
BlackRock Advantage Small Cap Core Instl	1.150%	5.878%	406,491	22,568	2024-11-30
iShares Russell 2000 Growth ETF	0.646%	0.000%	228,351	0	2024-11-30
First Eagle Small Cap Opportunity I	0.623%	-2.110%	220,111	-4,745	2024-11-30
FTGF RY US SmCp Opp A USD Dis(A)	0.571%	3.178%	201,819	6,216	2024-11-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.490%	0.000%	173,318	0	2024-11-30
Schwab US Small-Cap ETF™	0.359%	0.114%	126,927	144	2024-11-30
Vanguard Russell 2000 ETF	0.332%	2.720%	117,362	3,108	2024-11-30
Granahan US Focused Growth A USD Acc	0.312%	-29.068%	110,260	-45,185	2024-11-30
BlackRock Global Equity Mkt Netrl Instl	0.297%	25.954%	104,859	21,607	2024-11-30

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	2.254%	0.000%	796,810	0	2024-11-30
EARNEST Small Cap Core	2.157%	5,806.130%	738,266	725,766	2023-12-31
iShares Russell 2000 ETF	2.027%	0.000%	716,633	0	2024-11-30
Vanguard Instl Ttl Stck Mkt Idx Tr	1.936%	0.000%	645,954	0	2023-03-31
First Eagle Small Cap Strategy	1.416%	85.086%	466,987	214,679	2023-06-30
Vanguard Institutional Extnd Mkt Idx Tr	1.152%	0.608%	407,264	2,460	2024-11-30
BlackRock Advantage Small Cap Core Instl	1.150%	5.878%	406,491	22,568	2024-11-30
Royce Small-Cap Opportunity Invmt	0.968%	-17.296%	342,346	-71,596	2024-09-30
Nuveen Quant Small Cap Equity R6	0.860%	1.428%	304,090	4,280	2024-10-31
First Eagle US Small Cap Strategy	0.814%	-40.707%	287,799	-197,587	2024-09-30
Emerald Growth A	0.751%	1.269%	265,432	3,326	2024-09-30
Vanguard Extended Market Index Investor	0.779%	0.000%	259,776	0	2023-08-31
Fidelity Small Cap Index	0.725%	-0.478%	256,233	-1,230	2024-09-30
Baillie Gifford Global Discovery A Acc	0.721%	-0.403%	250,222	-1,013	2024-03-31
Calamos Timpani Small Cap Growth I	0.697%	20.669%	244,650	41,906	2024-07-31
iShares Russell 2000 Growth ETF	0.646%	0.000%	228,351	0	2024-11-30
First Eagle Small Cap Opportunity I	0.623%	-2.110%	220,111	-4,745	2024-11-30
Invesco Dorsey Wright SmallCap Momt ETF	0.604%	0.000%	209,715	0	2024-06-30
Fidelity® Small Cap Index	0.610%	3.055%	203,494	6,033	2023-10-31
Timpani Small Cap Growth Equity	0.578%	-8.931%	202,744	-19,883	2024-06-30
FTGF RY US SmCp Opp A USD Dis(A)	0.571%	3.178%	201,819	6,216	2024-11-30
Edinburgh Worldwide Ord	0.530%	0.000%	187,440	0	2024-08-31
Old Westbury Small & Mid Cap Strategies	0.530%	0.000%	181,319	0	2023-10-31
Heptagon Driehaus US Micro Cap Eq C$ Acc	0.504%	-16.443%	178,207	-35,069	2024-09-30
Strategic Advisers Small-Mid Cap	0.503%	0.000%	174,771	0	2024-04-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.490%	0.000%	173,318	0	2024-11-30
Vanguard Explorer Inv	0.486%	64.343%	171,635	67,198	2024-09-30
Driehaus Micro Cap Growth USD	0.486%	2.582%	170,615	4,294	2024-06-30
Principal SmallCap Growth I Instl	0.469%	-0.273%	165,825	-454	2024-09-30
Heptagon Driehaus US Sm Cp Eq C USD Acc	0.463%	5.960%	162,567	9,144	2024-07-31
Driehaus Small Cap Growth Institutional	0.459%	5.254%	161,111	8,042	2024-07-31
Private Capital Management Value I	0.452%	0.000%	156,967	0	2023-12-31
Private Capital Value Equity	0.447%	0.000%	156,967	0	2024-03-31
Driehaus Micro Cap Growth	0.467%	180.122%	153,986	99,015	2023-03-31
Fuller & Thaler Micro-Cap Core	0.474%	-16.059%	152,450	-29,165	2022-09-30
Legg Mason RY US SmCp Opp A USD Dis(A)	0.466%	65.054%	149,948	59,100	2022-09-30
Invesco DWA SmallCap Momentum ETF	0.456%	1.257%	148,667	1,845	2023-03-31
Fidelity Extended Market Index	0.418%	-4.315%	147,578	-6,655	2024-10-31
GS Glb Sm Cp CORE Eq Base Inc USD Close	0.366%	18.946%	129,488	20,625	2024-10-31
JNL Multi-Manager Small Cap Growth A	0.386%	9.584%	128,813	11,266	2023-09-30
Granahan SC Advantage	0.376%	0.000%	128,813	0	2023-12-31
Schwab US Small-Cap ETF™	0.359%	0.114%	126,927	144	2024-11-30
Fidelity® Extended Market Index	0.359%	10.464%	119,661	11,335	2023-11-30
Kennedy Small Cap Growth	0.372%	0.013%	119,457	15	2022-09-30
Destinations Small-Mid Cap Equity I	0.357%	18.325%	119,256	18,469	2023-12-31
Vanguard Russell 2000 ETF	0.332%	2.720%	117,362	3,108	2024-11-30
Acadian Global Small-Cap Equity CIT Cl A	0.331%	90.637%	116,872	55,566	2024-11-04
Granahan US Focused Growth A USD Acc	0.312%	-29.068%	110,260	-45,185	2024-11-30
Federated Hermes MDT SCC Institutional	0.341%	-62.388%	109,649	-181,874	2022-09-30
Federated Hermes MDT Small Cap Core IS	0.341%	-62.388%	109,649	-181,874	2022-09-30
BlackRock Global Equity Mkt Netrl Instl	0.297%	25.954%	104,859	21,607	2024-11-30
Blackrock Russell 2000 Alpha Tilts Fd A	0.259%	238.110%	91,381	64,354	2024-09-30
DFA US Small Cap I	0.242%	-13.664%	80,784	-12,785	2023-06-30
State St Russell Sm Cap® Indx SL Cl I	0.227%	0.000%	75,701	0	2023-10-31
State St Russell Sm Cap® Indx NL Cl C	0.227%	0.000%	75,701	0	2023-09-30
Baillie Gifford WW Discovery B USD Acc	0.221%	0.210%	73,876	155	2023-09-30