Funds holding EverQuote Inc
ISIN US30041R1086 · United States
- Fund holders
- 231
- Of which ETFs
- 56 175 other funds
- Value held
- ≈ 150.6M $ 150.5M $ · 66.1K €
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 878,443 | 13.5M $ | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 705,468 | 10.9M $ | 0.02 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. | 493,400 | 7.6M $ | 0.09 % | as of Mar 31, 2026 ↗ |
| Hennessy Cornerstone Growth Fund Hennessy Funds Trust | 353,600 | 5.1M $ | 1.02 % | as of Apr 30, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 310,987 | 4.8M $ | 0.01 % | as of Mar 31, 2026 ↗ |
| BlackRock Advantage Small Cap Core Fund BlackRock Funds | 286,063 | 4.5M $ | 0.10 % | as of Feb 27, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 283,715 | 4.1M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Emerald Growth Fund FINANCIAL INVESTORS TRUST | 242,434 | 3.5M $ | 0.25 % | as of Apr 30, 2026 ↗ |
| iShares Russell 2000 Growth ETF iShares Trust | 232,837 | 3.6M $ | 0.03 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Financial Services Fund, Inc. T. ROWE PRICE FINANCIAL SERVICES FUND, INC. | 222,599 | 3.4M $ | 0.20 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. | 212,966 | 3.3M $ | 0.23 % | as of Mar 31, 2026 ↗ |
| Pacer US Small Cap Cash Cows 100 ETF Pacer Funds Trust | 212,875 | 3.1M $ | 0.09 % | as of Apr 30, 2026 ↗ |
| First Eagle Small Cap Opportunity Fund First Eagle Funds | 201,941 | 2.9M $ | 0.13 % | as of Apr 30, 2026 ↗ |
| VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND | 182,958 | 2.6M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| SmallCap Growth Fund I Principal Funds, Inc | 170,996 | 2.5M $ | 0.11 % | as of Apr 30, 2026 ↗ |
| Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds | 168,490 | 2.4M $ | 0.06 % | as of Apr 30, 2026 ↗ |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 167,173 | 2.6M $ | 0.11 % | as of Mar 31, 2026 ↗ |
| Boston Partners Small Cap Value Fund II RBB Fund, Inc. | 158,930 | 2.5M $ | 0.32 % | as of Feb 28, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 153,948 | 2.4M $ | 0.01 % | as of Feb 28, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 144,622 | 2.3M $ | 0.02 % | as of Feb 28, 2026 ↗ |
| VictoryShares Small Cap Free Cash Flow ETF Victory Portfolios II | 142,721 | 2.2M $ | 0.45 % | as of Mar 31, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 140,309 | 2M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds | 135,288 | 2.1M $ | 0.12 % | as of Mar 31, 2026 ↗ |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 132,043 | 2.1M $ | 0.01 % | as of Feb 28, 2026 ↗ |
| VANGUARD COMMUNICATION SERVICES INDEX FUND VANGUARD WORLD FUND | 117,501 | 1.9M $ | 0.03 % | as of Feb 28, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 114,640 | 1.7M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 103,779 | 1.5M $ | 0.02 % | as of Apr 30, 2026 ↗ |
| T. Rowe Price Small-Mid Cap ETF T. Rowe Price Exchange-Traded Funds, Inc. | 96,980 | 1.5M $ | 0.10 % | as of Mar 31, 2026 ↗ |
| SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 95,510 | 1.5M $ | 0.17 % | as of Feb 28, 2026 ↗ |
| VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND | 88,142 | 1.4M $ | 0.18 % | as of Feb 28, 2026 ↗ |
| Small Cap Core Portfolio Bernstein Fund Inc | 83,330 | 1.3M $ | 0.18 % | as of Mar 31, 2026 ↗ |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 80,640 | 1.3M $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 77,050 | 1.2M $ | 0.01 % | as of Feb 28, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 72,278 | 1.1M $ | 0.09 % | as of Mar 31, 2026 ↗ |
| AUER GROWTH Unified Series Trust | 70,000 | 1.1M $ | 1.52 % | as of Feb 28, 2026 ↗ |
| T.Rowe Price Small Cap Growth Portfolio Brighthouse Funds Trust II | 64,700 | 997.7K $ | 0.09 % | as of Mar 31, 2026 ↗ |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 63,207 | 911.4K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 62,723 | 904.5K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND | 60,676 | 958.7K $ | 0.17 % | as of Feb 28, 2026 ↗ |
| Muirfield Fund Meeder Funds | 58,580 | 903.3K $ | 0.08 % | as of Mar 31, 2026 ↗ |
| Allspring SMID Core ETF ALLSPRING EXCHANGE-TRADED FUNDS TRUST | 55,625 | 857.7K $ | 1.57 % | as of Mar 31, 2026 ↗ |
| Inspire Fidelis Multi Factor ETF Northern Lights Fund Trust IV | 55,578 | 878.1K $ | 0.52 % | as of Feb 28, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 53,924 | 777.6K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 51,261 | 809.9K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 49,847 | 787.6K $ | 0.03 % | as of Feb 28, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 49,185 | 758.4K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| BlackRock Advantage Small Cap Growth Fund BlackRock Funds | 48,330 | 745.2K $ | 0.11 % | as of Mar 31, 2026 ↗ |
| VANGUARD MARKET NEUTRAL FUND VANGUARD MONTGOMERY FUNDS | 45,867 | 707.3K $ | 0.16 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust | 44,408 | 640.4K $ | 0.09 % | as of Apr 30, 2026 ↗ |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 44,179 | 637.1K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 41,510 | 655.9K $ | 0.07 % | as of Feb 28, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 40,193 | 635K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Transamerica T. Rowe Price Small Cap VP TRANSAMERICA SERIES TRUST | 38,800 | 598.3K $ | 0.09 % | as of Mar 31, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 38,311 | 552.4K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 37,812 | 583.1K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 35,533 | 512.4K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs Small Cap Growth Insights Fund Goldman Sachs Trust | 35,497 | 511.9K $ | 0.18 % | as of Apr 30, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 34,805 | 536.7K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 34,153 | 492.5K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. | 33,722 | 520K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| Allspring Disciplined Small Cap Fund ALLSPRING FUNDS TRUST | 32,184 | 496.3K $ | 0.36 % | as of Mar 31, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 31,770 | 489.9K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Fidelity MSCI Communication Services Index ETF FIDELITY COVINGTON TRUST | 30,451 | 439.1K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 30,268 | 436.5K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Diversified Equity Master Portfolio Master Investment Portfolio | 26,792 | 413.1K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 26,718 | 422.1K $ | 0.03 % | as of Feb 28, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 25,217 | 363.6K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| 1290 Essex Small Cap Growth Fund 1290 Funds | 24,939 | 359.6K $ | 0.32 % | as of Apr 30, 2026 ↗ |
| VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND | 23,964 | 378.6K $ | 0.15 % | as of Feb 28, 2026 ↗ |
| State Street(R) SPDR(R) FactSet Innovative Technology ETF SPDR SERIES TRUST | 23,699 | 365.4K $ | 0.69 % | as of Mar 31, 2026 ↗ |
| Gotham Absolute Return Fund FundVantage Trust | 23,071 | 355.8K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Zacks Small/Mid Cap ETF Zacks Trust | 22,549 | 356.3K $ | 0.17 % | as of Feb 28, 2026 ↗ |
| VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 22,337 | 344.4K $ | 0.10 % | as of Mar 31, 2026 ↗ |
| Virtus Small-Cap Fund Virtus Investment Trust | 22,063 | 340.2K $ | 0.32 % | as of Mar 31, 2026 ↗ |
| Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds | 22,002 | 339.3K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Balanced Fund Meeder Funds | 21,880 | 337.4K $ | 0.08 % | as of Mar 31, 2026 ↗ |
| SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS | 21,876 | 337.3K $ | 0.08 % | as of Mar 31, 2026 ↗ |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 21,815 | 336.4K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Franklin U.S. Small Cap Equity Fund Legg Mason Global Asset Management Trust | 20,830 | 321.2K $ | 0.27 % | as of Mar 31, 2026 ↗ |
| Dynamic Allocation Fund Meeder Funds | 20,634 | 318.2K $ | 0.06 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Equity ETF American Century ETF Trust | 20,263 | 320.2K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Barrons 400 ETF ALPS ETF TRUST | 19,855 | 313.7K $ | 0.15 % | as of Feb 28, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 19,673 | 283.7K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 19,611 | 302.4K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| PACE Small/Medium Co Growth Equity Investments PACE SELECT ADVISORS TRUST | 19,410 | 279.9K $ | 0.11 % | as of Apr 30, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 19,114 | 302K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 18,871 | 291K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| AQR Small Cap Multi-Style Fund AQR Funds | 18,805 | 290K $ | 0.19 % | as of Mar 31, 2026 ↗ |
| JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 18,742 | 270.3K $ | 0.05 % | as of Apr 30, 2026 ↗ |
| LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 18,486 | 285.1K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Boston Partners Long/Short Equity Fund RBB Fund, Inc. | 18,184 | 287.3K $ | 0.26 % | as of Feb 28, 2026 ↗ |
| SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST | 17,868 | 275.5K $ | 0.09 % | as of Mar 31, 2026 ↗ |
| Clearwater Select Equity Fund Clearwater Investment Trust | 17,772 | 274K $ | 0.06 % | as of Mar 31, 2026 ↗ |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 17,500 | 269.9K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND | 16,054 | 253.7K $ | 0.06 % | as of Feb 28, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 15,668 | 241.6K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 15,551 | 239.8K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Spectrum Fund Meeder Funds | 15,460 | 238.4K $ | 0.10 % | as of Mar 31, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 15,130 | 233.3K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 15,097 | 238.5K $ | 0.00 % | as of Feb 28, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Allspring SMID Core ETF ALLSPRING EXCHANGE-TRADED FUNDS TRUST | 1.57 % | as of Mar 31, 2026 ↗ |
| AUER GROWTH Unified Series Trust | 1.52 % | as of Feb 28, 2026 ↗ |
| Hennessy Technology Fund Hennessy Funds Trust | 1.39 % | as of Apr 30, 2026 ↗ |
| Hennessy Cornerstone Growth Fund Hennessy Funds Trust | 1.02 % | as of Apr 30, 2026 ↗ |
| Columbia Integrated Small Cap Growth Fund Columbia Funds Series Trust II | 0.79 % | as of Feb 28, 2026 ↗ |
| Zacks Small-Cap Core Fund Zacks Trust | 0.73 % | as of Feb 28, 2026 ↗ |
| State Street(R) SPDR(R) FactSet Innovative Technology ETF SPDR SERIES TRUST | 0.69 % | as of Mar 31, 2026 ↗ |
| Simplify Piper Sandler US Small-Cap PLUS Income ETF Simplify Exchange Traded Funds | 0.67 % | as of Mar 31, 2026 ↗ |
| Inspire Fidelis Multi Factor ETF Northern Lights Fund Trust IV | 0.52 % | as of Feb 28, 2026 ↗ |
| GVC GAESCO ZEBRA US SMALL CAPS LOW POPULARITY, FI GVC GAESCO GESTIÓN, SGIIC, S.A. | 0.51 % | as of Dec 31, 2025 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 230 | 0 | 9,899,251 | +19.2 % |
| 2026Q1 | 230 | +12 | 8,303,505 | -0.8 % |
| 2025Q4 | 218 | +4 | 8,373,369 | -1.8 % |
| 2025Q3 | 214 | +22 | 8,526,313 | +5.0 % |
| 2025Q2 | 192 | +19 | 8,118,501 | +15.7 % |
| 2025Q1 | 173 | -2 | 7,014,477 | +7.8 % |
| 2024Q4 | 175 | +6 | 6,508,597 | -6.4 % |
| 2024Q3 | 169 | +31 | 6,950,590 | +21.7 % |
| 2024Q2 | 138 | +15 | 5,710,665 | +13.0 % |
| 2024Q1 | 123 | +5 | 5,053,457 | +12.9 % |
| 2023Q4 | 118 | 4,476,161 |
Institutional managers
214 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 3,497,509 | 53.9M $ | as of Mar 31, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | 1,344,838 | 20.7K $ | as of Mar 31, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1,283,327 | 19.8K $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 941,467 | 14.5M $ | as of Mar 31, 2026 |
| Allspring Global Investments Holdings, LLC | 909,877 | 13.4M $ | as of Mar 31, 2026 |
| Qube Research & Technologies Ltd | 869,806 | 13.4M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 775,262 | 12M $ | as of Mar 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 743,869 | 11.5M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 695,716 | 10.7M $ | as of Mar 31, 2026 |
| EMERALD ADVISERS, LLC | 691,266 | 10.7M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 691,168 | 10.7M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 688,739 | 10.6M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 577,115 | 8.9M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 575,186 | 8.9M $ | as of Mar 31, 2026 |
| Balyasny Asset Management L.P. | 519,707 | 8M $ | as of Mar 31, 2026 |
| LAZARD ASSET MANAGEMENT LLC | 495,946 | 7.6M $ | as of Mar 31, 2026 |
| UBS Group AG | 462,608 | 7.1M $ | as of Mar 31, 2026 |
| EMERALD MUTUAL FUND ADVISERS TRUST | 411,606 | 6.3M $ | as of Mar 31, 2026 |
| JACOBS ASSET MANAGEMENT, LLC | 403,300 | 6.2M $ | as of Mar 31, 2026 |
| HENNESSY ADVISORS INC | 353,600 | 5.5M $ | as of Mar 31, 2026 |
| DEUTSCHE BANK AG\ | 336,397 | 5.2M $ | as of Mar 31, 2026 |
| MONIMUS CAPITAL MANAGEMENT, LP | 304,110 | 4.7M $ | as of Mar 31, 2026 |
| Toronado Partners, LLC | 297,024 | 4.6M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 283,624 | 4.4M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 258,513 | 4M $ | as of Mar 31, 2026 |
Declared shareholders of EverQuote Inc
There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Millennium Management LLC and 2 others | 2.40 % | 775,262 | as of Mar 31, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Funds holding EverQuote Inc". https://titelia.com/en/stocks/everquote-inc-US30041R1086