EverQuote, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 3.26 M | $68.65 M | 100.00% | 9.24% |
| VANGUARD GROUP INC | 11/13/2024 | 1.99 M | $42.02 M | 12.27% | 5.65% |
| MARSHALL WACE, LLP | 11/14/2024 | 860,130 | $18.14 M | 85.04% | 2.44% |
| GRANAHAN INVESTMENT MANAGEMENT, LLC | 11/14/2024 | 718,407 | $15.15 M | -9.70% | 2.04% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 661,873 | $13.96 M | 89.63% | 1.88% |
| EMERALD ADVISERS, LLC | 10/29/2024 | 640,032 | $13.50 M | 165.82% | 1.82% |
| BALYASNY ASSET MANAGEMENT L.P. | 11/14/2024 | 620,244 | $13.08 M | 65.08% | 1.76% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 614,785 | $12.97 M | -39.41% | 1.74% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 595,155 | $12.55 M | 10.41% | 1.69% |
| ROYCE & ASSOCIATES LP | 11/06/2024 | 590,152 | $12.45 M | -13.00% | 1.68% |
| ACADIAN ASSET MANAGEMENT LLC | 11/12/2024 | 549,750 | $11.59 M | 6.27% | 1.56% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2024 | 545,508 | $11.50 M | 81.44% | 1.55% |
| STATE STREET CORP | 11/14/2024 | 528,383 | $11.14 M | -1.52% | 1.50% |
| EMERALD MUTUAL FUND ADVISERS TRUST | 10/29/2024 | 504,081 | $10.63 M | 572.13% | 1.43% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/14/2024 | 492,726 | $10.39 M | 11.10% | 1.40% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 489,274 | $10.32 M | 297.02% | 1.39% |
| TORONADO PARTNERS, LLC | 11/13/2024 | 450,104 | $9.49 M | -30.21% | 1.28% |
| CITADEL ADVISORS LLC | 11/14/2024 | 432,939 | $9.13 M | 47.70% | 1.23% |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 11/14/2024 | 417,588 | $8.81 M | -79.49% | 1.19% |
| G2 INVESTMENT PARTNERS MANAGEMENT LLC | 11/14/2024 | 389,768 | $8.22 M | 396.41% | 1.11% |
| JPMORGAN CHASE & CO | 12/26/2024 | 385,629 | $8.13 M | 3,022.75% | 1.09% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 364,585 | $7.69 M | 34.95% | 1.03% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 352,987 | $7.44 M | 20.18% | 1.00% |
| HANLON INVESTMENT MANAGEMENT, INC. | 10/30/2024 | 343,286 | $7.24 M | -3.76% | 0.97% |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 11/14/2024 | 325,096 | $6.86 M | 22.24% | 0.92% |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 11/12/2024 | 314,022 | $6.62 M | -41.09% | 0.89% |
| MORGAN STANLEY | 11/14/2024 | 301,103 | $6.35 M | 38.62% | 0.85% |
| BAILLIE GIFFORD & CO | 11/05/2024 | 263,931 | $5.57 M | -37.78% | 0.75% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 262,649 | $5.54 M | 0.00% | 0.75% |
| SQUAREPOINT OPS LLC | 11/14/2024 | 252,406 | $5.32 M | 73.80% | 0.72% |
| JACOBS ASSET MANAGEMENT, LLC | 11/14/2024 | 249,840 | $5.27 M | 50.13% | 0.71% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 240,482 | $5.07 M | 255.23% | 0.68% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2024 | 234,380 | $4.94 M | 14.42% | 0.67% |
| ESSEX INVESTMENT MANAGEMENT CO LLC | 10/10/2024 | 216,694 | $4.57 M | 16.46% | 0.62% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 10/18/2024 | 180,131 | $3.80 M | -1.02% | 0.51% |
| UBS GROUP AG | 11/14/2024 | 179,285 | $3.78 M | 12.57% | 0.51% |
| HILLSDALE INVESTMENT MANAGEMENT INC. | 11/12/2024 | 169,200 | $3.57 M | 5.42% | 0.48% |
| EARNEST PARTNERS LLC | 11/14/2024 | 165,806 | $3.50 M | -64.57% | 0.47% |
| HOOD RIVER CAPITAL MANAGEMENT LLC | 11/14/2024 | 156,455 | $3.30 M | 100.00% | 0.44% |
| TREXQUANT INVESTMENT LP | 11/12/2024 | 149,894 | $3.16 M | 110.44% | 0.43% |
| SEI INVESTMENTS CO | 11/12/2024 | 145,716 | $3.07 M | -6.90% | 0.41% |
| S SQUARED TECHNOLOGY, LLC | 11/14/2024 | 139,032 | $2.93 M | 107.43% | 0.39% |
| TUDOR INVESTMENT CORP ET AL | 11/14/2024 | 132,321 | $2.79 M | 9.20% | 0.38% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2024 | 115,218 | $2.43 M | -63.45% | 0.33% |
| ENVESTNET ASSET MANAGEMENT INC | 11/07/2024 | 110,943 | $2.34 M | -49.82% | 0.31% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 11/08/2024 | 104,729 | $2.21 M | 636.03% | 0.30% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 11/12/2024 | 100,824 | $2.13 M | -2.36% | 0.29% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 11/14/2024 | 96,424 | $2.03 M | -10.11% | 0.27% |
| CLEARLINE CAPITAL LP | 11/14/2024 | 91,718 | $1.93 B | -78.05% | 0.26% |
| BOOTHBAY FUND MANAGEMENT, LLC | 11/14/2024 | 86,267 | $1.82 M | 266.72% | 0.24% |
EverQuote, Inc.institutional Ownership - FAQ's
During the previous two years, 203 institutional investors and hedge funds held shares of EverQuote, Inc.. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 3.26 M
VANGUARD GROUP INC: 1.99 M
MARSHALL WACE, LLP: 860,130
Granahan Investment Management, LLC: 718,407
MILLENNIUM MANAGEMENT LLC: 661,873
EMERALD ADVISERS, LLC: 640,032
70.25% of EverQuote, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 26.47 M shares in the last 24 months. This purchase volume represents approximately $473.37 M in transactions.