Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Everquote Inc (EVER)

238 + 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
↑ +16
Streak
1Q ▲
Buyers last Q
59%

Smart Money Signals — EVER

Based on 239 hedge funds · latest filing: 2026 Q2 · 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
239 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.
📶

Steady growth — +9% more funds vs a year ago

fund count last 6Q
+19 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

144 buying101 selling
Last quarter: 144 funds bought or added vs 101 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 (+8 vs last Q)

new funds entering per quarter
Funds opening a new EVER position: 30 → 48 → 38 → 46. 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+) ■ 32% medium ■ 25% new
104 out of 239 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.
💰

Value +61% but shares only +5% — price-driven

Value
+61%
Shares
+5%
Last quarter: the total dollar value of institutional holdings rose +61%, but actual share count only changed +5%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~46 new funds/quarter

45 → 30 → 48 → 38 → 46 new funds/Q
New funds entering each quarter: 30 → 48 → 38 → 46. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 50% veterans vs 31% newcomers

■ 50% veterans ■ 19% 1-2yr ■ 31% new
Entry-cohort mix of 247 holders: 124 (50%) are 2+ year veterans, 47 entered 1–2 years ago, and 76 (31%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
46 of 238 holders are among the 100 largest funds by AUM, controlling 47% 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.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 Q2, 144 hedge funds were net buyers of EVER (46 opened a new position, 98 added to an existing one), while 101 reduced or exited (71 trimmed, 30 sold completely) — a 59% buyer ratio, indicating a slight buying edge. 47% of total institutional value in EVER is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +16 funds (more new holders than closures). Total institutional holders: 239.

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.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 2 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: EVER
238 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 238 223 6.73%
13F Shares 31M 30M 5.08%
Total Value $671M $416M 61.36%
New Positions 46 38 +8
Increased Positions 98 100 -2
Closed Positions 30 54 -24
Reduced Positions 71 61 +10
Total Calls 6 3 100.0%
Total Puts 3 2 50.0%
PUT/CALL Ratio 0.5 0.67 Bullish

Statistics: EVER

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Financial Highlights

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Institutional Holders (2026 Q2)

238 + 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 EVER holders by conviction (% of portfolio weight) — 2026 Q2 · 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 Formula Growth Ltd 0.21% 25,469 $606K
14 VestGen Advisors, LLC 0.17% 246,421 $5.9M
15 Winmill & CO. Inc 0.17% 32,400 $771K
16 Globeflex Capital L P 0.15% 49,969 $1.2M
17 Horizon Investment Services, LLC 0.14% 21,900 $521K
18 Hillsdale Investment Management Inc. 0.14% 257,200 $6.1M
19 Dynamic Technology Lab Private Ltd 0.12% 23,170 $551K
20 Divisadero Street Capital Management, LP 0.12% 219,248 $5.2M
21 Gilder Gagnon Howe & Co LLC 0.11% 460,075 $10.9M
22 Inspire Investing, LLC 0.11% 110,592 $2.6M
23 Fox Run Management, L.L.C. 0.11% 27,348 $651K
24 AdvisorShares Investments LLC 0.09% 32,500 $773K
25 Cowa, LLC 0.08% 12,812 $305K
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 — 59% buying: Last quarter: 144 funds bought or added vs 101 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 — 47% AUM from top-100 funds: 46 of 238 holders are among the 100 largest funds by AUM, controlling 47% 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?

44% of holders stayed for 2+ years: 104 out of 239 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.

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