EVER Institutional Ownership
EverQuote, Inc.
1W: +0.7%
1M: +20.0%
3M: -17.6%
YTD: -12.1%
1Y: +11.8%
3Y: +196.9%
5Y: +28.9%
$21.47
-0.89 (-3.98%)
After Hours: $22.18 (+0.71, +3.31%)
Weekly Expected Move ±7.2%
$19
$21
$23
$24
$26
Credit Risk of going bust: lower than 76% of companies Debt: 0.2% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.01 (down more than 99.9%), EverQuote, Inc. would be worth roughly what it owes.
Total debt $1.9M against a stock market value of $788.0M.
Distance to default 8.65 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $972K (short-term plus half of long-term), stock volatility 74.8%; Altman Z'' 8.23. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $0.01 (down more than 99.9%), EverQuote, Inc. would be worth roughly what it owes.
Total debt $1.9M against a stock market value of $788.0M.
Distance to default 8.65 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $972K (short-term plus half of long-term), stock volatility 74.8%; Altman Z'' 8.23. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — EVER
269
Institutional Holders
-6 vs prior quarter
0.0%
Ownership
+0.00pp
$675M
Total Invested
46
New Positions
101
Increased
95
Reduced
23
Closed
0.50
Put/Call Ratio
Ownership Trends
Top Institutional Holders (305 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3,818,452 | $85M | +320,943 | +9.2% | 8Q | SEC ↗ |
| 2 | PRICE T ROWE ASSOCIATES INC /MD | 1,475,365 | $33M | +192,038 | +15.0% | 6Q | SEC ↗ |
| 3 | Allspring Global Investments Holdings, | 1,427,325 | $32M | +517,448 | +56.9% | 9Q | SEC ↗ |
| 4 | ACADIAN ASSET MANAGEMENT LLC | 1,192,301 | $27M | -152,537 | -11.3% | 13Q | SEC ↗ |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 1,190,990 | $27M | -27,693 | -2.3% | 2Q | SEC ↗ |
| 6 | MACKENZIE FINANCIAL CORP | 873,069 | $20M | +733,642 | +526.2% | 30Q | SEC ↗ |
| 7 | DIMENSIONAL FUND ADVISORS LP | 847,724 | $19M | +152,008 | +21.8% | 22Q | SEC ↗ |
| 8 | NOMURA ASSET MANAGEMENT INTERNATIONAL NEW | 845,187 | $19M | — | +0.0% | 1Q | SEC ↗ |
| 9 | GOLDMAN SACHS GROUP INC | 740,881 | $17M | +165,695 | +28.8% | 15Q | SEC ↗ |
| 10 | AQR CAPITAL MANAGEMENT LLC | 737,666 | $16M | +160,551 | +27.8% | 20Q | SEC ↗ |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 733,359 | $16M | +42,191 | +6.1% | 31Q | SEC ↗ |
| 12 | STATE STREET CORP | 717,177 | $16M | +28,438 | +4.1% | 29Q | SEC ↗ |
| 13 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 669,833 | $15M | -74,036 | -10.0% | 11Q | SEC ↗ |
| 14 | EMERALD ADVISERS, LLC | 651,922 | $15M | -39,344 | -5.7% | 6Q | SEC ↗ |
| 15 | VANGUARD PORTFOLIO MANAGEMENT LLC | 632,555 | $14M | -280,409 | -30.7% | 2Q | SEC ↗ |
| 16 | RENAISSANCE TECHNOLOGIES LLC | 543,279 | $12M | -398,188 | -42.3% | 29Q | SEC ↗ |
| 17 | LAZARD ASSET MANAGEMENT LLC | 463,403 | $10M | -32,543 | -6.6% | 9Q | SEC ↗ |
| 18 | GILDER GAGNON HOWE & CO LLC | 460,075 | $10M | +385,653 | +518.2% | 2Q | SEC ↗ |
| 19 | MORGAN STANLEY | 418,456 | $9M | +134,832 | +47.5% | 30Q | SEC ↗ |
| 20 | EMERALD MUTUAL FUND ADVISERS TRUST | 397,268 | $9M | -14,338 | -3.5% | 6Q | SEC ↗ |
| 21 | DEUTSCHE BANK AG | 339,744 | $8M | +3,347 | +1.0% | 30Q | SEC ↗ |
| 22 | Boston Partners | 309,283 | $7M | +52,610 | +20.5% | 7Q | SEC ↗ |
| 23 | CSM Advisors, LLC | 307,715 | $7M | +131,320 | +74.4% | 3Q | SEC ↗ |
| 24 | Nuveen, LLC | 300,421 | $7M | +76,644 | +34.3% | 6Q | SEC ↗ |
| 25 | CITADEL ADVISORS LLC | 298,048 | $7M | +210,529 | +240.6% | 18Q | SEC ↗ |
| 26 | NORTHERN TRUST CORP | 289,956 | $6M | +31,443 | +12.2% | 32Q | SEC ↗ |
| 27 | JANE STREET GROUP, LLC NEW | 287,373 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 28 | Hillsdale Investment Management Inc. | 257,200 | $6M | +28,800 | +12.6% | 9Q | SEC ↗ |
| 29 | VestGen Advisors, LLC | 246,421 | $6M | +168 | +0.1% | 6Q | SEC ↗ |
| 30 | JACOBS ASSET MANAGEMENT, LLC | 239,408 | $5M | -163,892 | -40.6% | 18Q | SEC ↗ |
| 31 | AMERICAN CENTURY COMPANIES INC | 237,828 | $5M | +71,413 | +42.9% | 6Q | SEC ↗ |
| 32 | Sixth Street Partners Management Compa NEW | 237,479 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 33 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 237,479 | $5M | +12,772 | +5.7% | 15Q | SEC ↗ |
| 34 | AMERIPRISE FINANCIAL INC | 231,683 | $5M | +7,044 | +3.1% | 5Q | SEC ↗ |
| 35 | First Eagle Investment Management, LLC | 229,757 | $5M | -2,200 | -0.9% | 15Q | SEC ↗ |
| 36 | S SQUARED TECHNOLOGY, LLC | 223,148 | $5M | — | +0.0% | 5Q | SEC ↗ |
| 37 | D. E. Shaw & Co., Inc. | 220,610 | $5M | +104,401 | +89.8% | 30Q | SEC ↗ |
| 38 | Divisadero Street Capital Management, NEW | 219,248 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 39 | Occam Crest Management LP | 217,991 | $5M | +127,991 | +142.2% | 2Q | SEC ↗ |
| 40 | UBS Group AG | 193,054 | $4M | -269,554 | -58.3% | 29Q | SEC ↗ |
| 41 | MONIMUS CAPITAL MANAGEMENT, LP | 192,749 | $4M | -111,361 | -36.6% | 7Q | SEC ↗ |
| 42 | RAYMOND JAMES FINANCIAL INC | 190,220 | $4M | -13,286 | -6.5% | 6Q | SEC ↗ |
| 43 | ALLIANCEBERNSTEIN L.P. | 189,676 | $4M | +80,246 | +73.3% | 17Q | SEC ↗ |
| 44 | STATE OF WISCONSIN INVESTMENT BOARD | 189,356 | $4M | -5,726 | -2.9% | 10Q | SEC ↗ |
| 45 | ENVESTNET ASSET MANAGEMENT INC | 186,226 | $4M | +32,332 | +21.0% | 6Q | SEC ↗ |
| 46 | VANGUARD FIDUCIARY TRUST CO | 180,425 | $4M | -9,527 | -5.0% | 2Q | SEC ↗ |
| 47 | Pacer Advisors, Inc. | 171,263 | $4M | -43,684 | -20.3% | 5Q | SEC ↗ |
| 48 | Toronado Partners, LLC | 165,094 | $4M | -131,930 | -44.4% | 11Q | SEC ↗ |
| 49 | Quantinno Capital Management LP | 161,875 | $4M | +46,862 | +40.7% | 4Q | SEC ↗ |
| 50 | Trexquant Investment LP | 153,268 | $3M | +37,035 | +31.9% | 9Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| NOMURA ASSET MANAGEMENT INTERNATION | 845,187 | $19M |
| JANE STREET GROUP, LLC | 287,373 | $6M |
| Sixth Street Partners Management Co | 237,479 | $5M |
| Divisadero Street Capital Managemen | 219,248 | $5M |
| Squarepoint Ops LLC | 121,453 | $3M |
| PICTON MAHONEY ASSET MANAGEMENT | 112,596 | $3M |
| Walleye Capital LLC | 98,424 | $2M |
| Divisar Capital Management LLC | 90,000 | $2M |
| NOMURA HOLDINGS INC | 73,501 | $2M |
| BOOTHBAY FUND MANAGEMENT, LLC | 66,359 | $1M |
| TUDOR INVESTMENT CORP ET AL | 42,362 | $947K |
| Quadrature Capital Ltd | 38,090 | $852K |
| AdvisorShares Investments LLC | 32,500 | $727K |
| FOX RUN MANAGEMENT, L.L.C. | 27,348 | $612K |
| FULLER & THALER ASSET MANAGEMENT, I | 22,615 | $506K |
| Mitsubishi UFJ Trust & Banking Corp | 16,733 | $374K |
| FIRST TRUST ADVISORS LP | 15,150 | $339K |
| Cerity Partners LLC | 13,875 | $310K |
| PRINCIPAL SECURITIES, INC. | 12,824 | $287K |
| COWA, LLC | 12,812 | $286K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| HENNESSY ADVISORS INC | 353,600 | $8M |
| ROYCE & ASSOCIATES LP | 291,334 | $7M |
| ESSEX INVESTMENT MANAGEMENT CO LLC | 217,075 | $5M |
| Lisanti Capital Growth, LLC | 142,710 | $3M |
| MASSACHUSETTS FINANCIAL SERVICES CO | 88,769 | $2M |
| Point72 Asset Management, L.P. | 86,761 | $2M |
| GSA CAPITAL PARTNERS LLP | 70,422 | $2M |
| Y-Intercept (Hong Kong) Ltd | 66,800 | $1M |
| HRT FINANCIAL LP | 57,365 | $1M |
| ExodusPoint Capital Management, LP | 54,629 | $1M |
| Clearline Capital LP | 53,724 | $1M |
| Vontobel Holding Ltd. | 39,123 | $875K |
| Verition Fund Management LLC | 38,311 | $857K |
| G2 Investment Partners Management L | 37,000 | $827K |
| Point Nemo Capital, LLC | 32,649 | $730K |
| MBL Wealth, LLC | 29,507 | $660K |
| Diametric Capital, LP | 28,979 | $648K |
| Laurion Capital Management LP | 28,056 | $627K |
| Magnetar Financial LLC | 25,120 | $562K |
| NewEdge Wealth, LLC | 21,391 | $478K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MACKENZIE FINANCIAL CORP | +733,642 | +526.2% | 873,069 |
| Allspring Global Investments Holdin | +517,448 | +56.9% | 1,427,325 |
| GILDER GAGNON HOWE & CO LLC | +385,653 | +518.2% | 460,075 |
| BlackRock, Inc. | +320,943 | +9.2% | 3,818,452 |
| CITADEL ADVISORS LLC | +210,529 | +240.6% | 298,048 |
| PRICE T ROWE ASSOCIATES INC /MD | +192,038 | +15.0% | 1,475,365 |
| GOLDMAN SACHS GROUP INC | +165,695 | +28.8% | 740,881 |
| AQR CAPITAL MANAGEMENT LLC | +160,551 | +27.8% | 737,666 |
| DIMENSIONAL FUND ADVISORS LP | +152,008 | +21.8% | 847,724 |
| MORGAN STANLEY | +134,832 | +47.5% | 418,456 |
| CSM Advisors, LLC | +131,320 | +74.4% | 307,715 |
| Occam Crest Management LP | +127,991 | +142.2% | 217,991 |
| D. E. Shaw & Co., Inc. | +104,401 | +89.8% | 220,610 |
| PRUDENTIAL FINANCIAL INC | +80,302 | +187.8% | 123,052 |
| ALLIANCEBERNSTEIN L.P. | +80,246 | +73.3% | 189,676 |
| Nuveen, LLC | +76,644 | +34.3% | 300,421 |
| Creative Planning | +75,363 | +131.6% | 132,637 |
| AMERICAN CENTURY COMPANIES INC | +71,413 | +42.9% | 237,828 |
| GREAT LAKES ADVISORS, LLC | +56,696 | +116.1% | 105,544 |
| Boston Partners | +52,610 | +20.5% | 309,283 |