undamentalytics Newsletter

Everquote, Inc.: which funds bought and sold

Institutions that bought and sold Everquote shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 144 institutions that filed 13F reports for both quarters added to or opened positions in Everquote, and 93 cut or closed them. Together they added a net 1.0M shares, +3.4% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 1.2M shares (−12.1%); index fund managers were net buyers of 127K shares (+1.6%). 42 opened a new position and 22 sold out entirely.

Bought, Q2 2026 144 institutions, 42 of them new holders Sold, Q2 2026 93 institutions, 22 of them sold out
Net change, all compared +1.0M shares (+3.4%)
Net change, active managers −1.2M shares (−12.1%), 22 bought, 20 sold

Buyers versus sellers

institutions compared, 263
Active managers and hedge funds 22 bought · 20 sold · −1.2M
Index fund managers 6 bought · 4 sold · +127K
Other institutions 116 bought · 69 sold · +2.1M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Nomura Asset Management International Inc. +845K New position 845K $20.1M
Mackenzie Financial Corp +734K +526.2% 873K $20.8M
Allspring Global Investments Holdings, LLC +517K +56.9% 1.4M $35.3M
Gilder Gagnon Howe & Co LLC Active manager +386K +518.2% 460K $10.9M
Blackrock, Inc. Index funds +321K +9.2% 3.8M $90.8M
Jane Street Group, LLC +287K New position 287K $6.8M
First Eagle Investment Management, LLC Active manager +228K +98.1% 460K $10.9M
Divisadero Street Capital Management, LP +219K New position 219K $5.2M
Citadel Advisors LLC Hedge fund +211K +240.6% 298K $7.1M
Price T Rowe Associates Inc Active manager +192K +15.0% 1.5M $35.1M
Goldman Sachs Group Inc +166K +28.8% 741K $17.6M
AQR Capital Management LLC Hedge fund +161K +27.8% 738K $17.5M
Dimensional Fund Advisors LP +152K +21.8% 848K $20.2M
Morgan Stanley +135K +47.5% 418K $10M
Csm Advisors, LLC +131K +74.4% 308K $7.3M
Occam Crest Management LP +128K +142.2% 218K $5.8M
Squarepoint Ops LLC Hedge fund +121K New position 121K $2.9M
Picton Mahoney Asset Management +113K New position 113K $2.7M
D. E. Shaw & Co., Inc. Hedge fund +104K +89.8% 221K $5.2M
Walleye Capital LLC Hedge fund +98K New position 98K $2.3M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Qube Research & Technologies Ltd Hedge fund −852K −97.9% 18K $425,651
Millennium Management LLC Hedge fund −630K −81.3% 145K $3.5M
Balyasny Asset Management L.P. Hedge fund −434K −83.6% 85K $2M
Renaissance Technologies LLC Hedge fund −398K −42.3% 543K $12.9M
Hennessy Advisors Inc −354K Sold out 0 —
Vanguard Portfolio Management LLC Index funds −280K −30.7% 633K $15M
UBS Group AG −270K −58.3% 193K $4.6M
Essex Investment Management Co LLC −217K Sold out 0 —
Jacobs Levy Equity Management, Inc Active manager −205K −86.2% 33K $780,383
Jacobs Asset Management, LLC −164K −40.6% 239K $5.7M
Acadian Asset Management LLC Active manager −153K −11.3% 1.2M $28.3M
Toronado Partners, LLC −132K −44.4% 165K $3.9M
SG Americas Securities, LLC −122K −95.3% 5,951 $142,000
OP Asset Management Ltd −116K −74.3% 40K $954,360
Citigroup Inc −115K −72.9% 43K $1M
Engineers Gate Manager LP Hedge fund −114K −88.5% 15K $353,282
Meeder Asset Management Inc −113K −87.9% 15K $368,602
Monimus Capital Management, LP −111K −36.6% 193K $4.6M
Point72 Asset Management, L.P. Hedge fund −87K Sold out 0 —
Arrowstreet Capital, Limited Partnership Hedge fund −74K −10.0% 670K $15.9M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Nomura Asset Management International Inc. 845K $20.1M
Jane Street Group, LLC 287K $6.8M
Divisadero Street Capital Management, LP 219K $5.2M
Squarepoint Ops LLCHedge fund 121K $2.9M
Picton Mahoney Asset Management 113K $2.7M
Walleye Capital LLCHedge fund 98K $2.3M
Divisar Capital Management LLC 90K $2.1M
Nomura Holdings Inc 74K $1.7M
Boothbay Fund Management, LLCHedge fund 66K $1.6M
Tudor Investment Corp Et AlHedge fund 42K $1M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Hennessy Advisors Inc 354K $5.5M
Essex Investment Management Co LLC 217K $3.3M
Point72 Asset Management, L.P.Hedge fund 87K $1.3M
Gsa Capital Partners LLP 70K $1.1M
HRT Financial LP 57K $884,000
Clearline Capital LPHedge fund 54K $828,424
Vontobel Holding Ltd. 39K $603,277
Mbl Wealth, LLC 30K $454,998
Diametric Capital, LP 29K $446,856
Magnetar Financial LLCHedge fund 25K $387,351

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
243
Ten largest holders
42.3%
of 13F-reported shares
Index fund managers
25.2%
of 13F-reported shares
Active managers and hedge funds
28.2%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 22 20 6 3 −1.2M −12.1%
Index fund managers 6 4 1 0 +127K +1.6%
Other institutions 116 69 35 19 +2.1M +16.9%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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