Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

EVERQUOTE INC (EVER)

234 + 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
56%

Smart Money Signals — EVER

Based on 229 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added EVER than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
229 hedge funds hold EVER right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +37% more funds vs a year ago

fund count last 6Q
+62 new funds entered over the past year (+37% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 56% buying

135 buying105 selling
Last quarter: 135 funds bought or added vs 105 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.
📈

More new buyers each quarter (+14 vs last Q)

new funds entering per quarter
Funds opening a new EVER position: 60 → 45 → 30 → 44. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

44% of holders stayed for 2+ years

■ 44% conviction (2yr+) ■ 29% medium ■ 27% new
101 out of 229 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.
💰

Price up while funds trimmed (+16% value, -1% shares)

Value
+15%
Shares
-1%
Last quarter: total value of institutional EVER holdings rose +16% even though funds reduced share count by 1%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📊

Peak discovery — momentum slowing

30 → 60 → 45 → 30 → 44 new funds/Q
New funds entering each quarter: 60 → 45 → 30 → 44. EVER is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 54% of holders stayed 2+ years

■ 54% veterans ■ 12% 1-2yr ■ 34% new
Of 234 current holders: 127 (54%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds
38 of 229 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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 2025 Q4, 135 hedge funds were net buyers of EVER (44 opened a new position, 91 added to an existing one), while 105 reduced or exited (78 trimmed, 27 sold completely) — a 56% buyer ratio, indicating a slight buying edge. 34% of total institutional value in EVER is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +17 funds (more new holders than closures). Total institutional holders: 229.

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.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

34 top-rated funds 2 high-conviction
Consensus
6.7
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: EVER
2026 Q1 Stats Unlock in 4 days 234 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 234 219 6.85%
13F Shares 27M 28M -1.35%
Total Value $731M $631M 15.74%
New Positions 44 32 +12
Increased Positions 100 100 -
Closed Positions 27 34 -7
Reduced Positions 88 78 +10
Total Calls 4 4 -
Total Puts 2 4 -50.0%
PUT/CALL Ratio 0.5 1.0 Bullish

Statistics: EVER

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

234 + 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:
Top 25 institutional holders of EVER — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Toronado Partners, LLC 8.64% 297,024 $4.6M
2 JACOBS ASSET MANAGEMENT, LLC 3.72% 403,300 $6.2M
3 S SQUARED TECHNOLOGY, LLC 1.30% 223,148 $3.4M
4 MONIMUS CAPITAL MANAGEMENT, LP 1.30% 304,110 $4.7M
5 Occam Crest Management LP 0.84% 90,000 $1.4M
6 Jackson Creek Investment Advisors LLC 0.55% 121,837 $2K
7 ESSEX INVESTMENT MANAGEMENT CO LLC 0.53% 217,075 $3.3M
8 Watershed Asset Management, L.L.C. 0.45% 28,241 $435K
9 J.M. Arbour, LLC 0.44% 29,891 $461K
10 EMERALD ADVISERS, LLC 0.34% 691,266 $10.7M
11 Wakefield Asset Management LLLP 0.31% 75,374 $1.2M
12 EMERALD MUTUAL FUND ADVISERS TRUST 0.31% 411,606 $6.3M
13 FORMULA GROWTH LTD 0.28% 40,000 $617K
14 HENNESSY ADVISORS INC 0.20% 353,600 $5.5M
15 VIRTUS ADVISERS, LLC 0.18% 25,214 $389K
16 K.J. Harrison & Partners Inc 0.16% 63,900 $985K
17 Horizon Investment Services, LLC 0.15% 28,785 $444K
18 WINMILL & CO. INC 0.14% 32,400 $500K
19 Inspire Investing, LLC 0.13% 99,131 $1.5M
20 VestGen Advisors, LLC 0.13% 246,253 $4.7M
21 GLOBEFLEX CAPITAL L P 0.12% 49,969 $771K
22 Diametric Capital, LP 0.12% 28,979 $447K
23 MEEDER ASSET MANAGEMENT INC 0.11% 128,116 $2.0M
24 Hillsdale Investment Management Inc. 0.10% 228,400 $3.5M
25 GSA CAPITAL PARTNERS LLP 0.07% 70,422 $1K
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added EVER than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for EVER?

Slight buying edge — 56% buying: Last quarter: 135 funds bought or added vs 105 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?

Strong quality — 34% AUM from major funds: 38 of 229 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held EVER?

44% of holders stayed for 2+ years: 101 out of 229 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.

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.