Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Everquote Inc (EVER)

222 + Investors. Track Smart Money conviction in EVER. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -17
Streak
1Q ▼
Buyers last Q
54%

Smart Money Signals — EVER

Based on 222 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their EVER positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
222 funds currently hold this stock — 93% of the 3.0-year high of 239 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q
+8 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

137 buying117 selling
Last quarter: 137 funds bought or added vs 117 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-10 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 45 → 30 → 48 → 38. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

43% of holders stayed for 2+ years

■ 43% conviction (2yr+) ■ 33% medium ■ 24% new
95 out of 222 hedge funds have held EVER for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +9%, value -43%

Value
-43%
Shares
+8%
Last quarter: funds added +9% more shares while total portfolio value only changed -43%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

62 → 45 → 30 → 48 → 38 new funds/Q
New funds entering each quarter: 45 → 30 → 48 → 38. A growing number of institutions are discovering EVER each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 52% veterans vs 34% newcomers

■ 52% veterans ■ 14% 1-2yr ■ 34% new
Entry-cohort mix of 226 holders: 117 (52%) are 2+ year veterans, 32 entered 1–2 years ago, and 77 (34%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds
46 of 221 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in EVER. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — EVER

In 2026 Q1, 137 hedge funds were net buyers of EVER (38 opened a new position, 99 added to an existing one), while 117 reduced or exited (62 trimmed, 55 sold completely) — a 54% buyer ratio, indicating a slight buying edge. 46% of total institutional value in EVER is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -17 funds (more exits than new entries). Total institutional holders: 222.

Hedge Fund Ownership: EVER

How many hedge funds hold EVER — quarterly history vs. share price
Quarterly hedge fund ownership of EVER vs. share price

Market Analysis: EVER

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EVER

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Everquote Inc (EVER) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much EVER has moved relative to its sector benchmark (XLC) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 47d ago
EVER
+2.6%
XLC
+5.4%

EVER outperformed XLC by -2.8% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 2d ago
EVER
+0.0%
XLC
+0.0%

Since the filing became public, EVER outperformed XLC by +0.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

24 top-rated funds 2 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
2.5
/ 10
conviction
Hedge Fund Positioning: EVER
2026 Q2 Stats Unlock in 3 days 222 + Investors

Track Smart Money conviction in EVER. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 222 238 -6.72%
13F Shares 30M 28M 8.57%
Total Value $416M $735M -43.42%
New Positions 38 47 -9
Increased Positions 99 89 +10
Closed Positions 54 27 +27
Reduced Positions 61 83 -22
Total Calls 3 4 -25.0%
Total Puts 2 2 -
PUT/CALL Ratio 0.67 0.5 Bullish

Statistics: EVER

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Valuation Measures Data as of: --

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Enterprise Value --
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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

222 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EVER. Verified SEC 13F-HR filings.

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 EVER holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Toronado Partners, LLC 11.05% 165,094 $3.9M
2 Jacobs Asset Management, LLC 3.58% 239,408 $5.7M
3 Occam Crest Management LP 3.04% 217,991 $5.8M
4 S Squared Technology, LLC 1.65% 223,148 $5.3M
5 Monimus Capital Management, LP 1.06% 192,749 $4.6M
6 J.M. Arbour, LLC 0.62% 30,049 $715K
7 Divisar Capital Management LLC 0.49% 90,000 $2.1M
8 Watershed Asset Management, L.L.C. 0.43% 20,316 $483K
9 Wakefield Asset Management LLLP 0.41% 76,411 $1.8M
10 Emerald Advisers, LLC 0.37% 651,922 $15.5M
11 Emerald Mutual Fund Advisers Trust 0.33% 397,268 $9.5M
12 Virtus Advisers, LLC 0.24% 26,168 $623K
13 VestGen Advisors, LLC 0.17% 246,421 $5.9M
14 Winmill & CO. Inc 0.17% 32,400 $771K
15 Globeflex Capital L P 0.15% 49,969 $1.2M
16 Horizon Investment Services, LLC 0.14% 21,900 $521K
17 Hillsdale Investment Management Inc. 0.14% 257,200 $6.1M
18 Dynamic Technology Lab Private Ltd 0.12% 23,170 $551K
19 Divisadero Street Capital Management, LP 0.12% 219,248 $5.2M
20 Gilder Gagnon Howe & Co LLC 0.11% 460,075 $10.9M
21 Inspire Investing, LLC 0.11% 110,592 $2.6M
22 Fox Run Management, L.L.C. 0.11% 27,348 $651K
23 AdvisorShares Investments LLC 0.09% 32,500 $773K
24 Cowa, LLC 0.08% 12,812 $305K
25 Allspring Global Investments Holdings, LLC 0.05% 1,427,325 $35.3M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Everquote Inc (EVER)

What does the Smart Money Trend signal show for EVER?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their EVER positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for EVER?

Slight buying edge — 54% buying: Last quarter: 137 funds bought or added vs 117 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for EVER holders?

Elite ownership — 46% AUM from top-100 funds: 46 of 221 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in EVER. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held EVER?

43% of holders stayed for 2+ years: 95 out of 222 hedge funds have held EVER for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Everquote Inc (EVER) following the 2026 Q2 hedge fund 13F filings?

As of today, EVER has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLC sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), EVER has gained +2.6% vs +5.4% for XLC. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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