EverQuote Ownership
| EVER Stock | USD 20.20 0.61 2.93% |
Shares in Circulation | First Issued 2017-06-30 | Previous Quarter 37 M | Current Value 37 M | Avarage Shares Outstanding 26.8 M | Quarterly Volatility 8.3 M |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
EverQuote |
EverQuote Stock Ownership Analysis
About 17.0% of the company shares are held by company insiders. The company last dividend was issued on the 19th of May 2017. EverQuote Class A had 3:2 split on the 22nd of November 2013. EverQuote, Inc. operates an online marketplace for insurance shopping in the United States. EverQuote, Inc. was incorporated in 2008 and is based in Cambridge, Massachusetts. Everquote Inc operates under Internet Content Information classification in the United States and is traded on NASDAQ Exchange. It employs 671 people. To learn more about EverQuote Class A call the company at 855 522 3444 or check out https://www.everquote.com.Besides selling stocks to institutional investors, EverQuote also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different EverQuote's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align EverQuote's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
EverQuote Quarterly Liabilities And Stockholders Equity |
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EverQuote Insider Trades History
About 17.0% of EverQuote Class A are currently held by insiders. Unlike EverQuote's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against EverQuote's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of EverQuote's insider trades
EverQuote Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as EverQuote is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading EverQuote Class A backward and forwards among themselves. EverQuote's institutional investor refers to the entity that pools money to purchase EverQuote's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | State Street Corp | 2024-09-30 | 528.4 K | Emerald Mutual Fund Advisers Trust | 2024-09-30 | 504.1 K | Arrowstreet Capital Limited Partnership | 2024-09-30 | 492.7 K | Goldman Sachs Group Inc | 2024-09-30 | 489.3 K | Toronado Partners, Llc | 2024-09-30 | 450.1 K | Citadel Advisors Llc | 2024-09-30 | 432.9 K | Driehaus Capital Management Llc | 2024-09-30 | 417.6 K | G2 Investment Partners Management Llc | 2024-09-30 | 389.8 K | Jpmorgan Chase & Co | 2024-09-30 | 385.6 K | Blackrock Inc | 2024-09-30 | 3.3 M | Vanguard Group Inc | 2024-09-30 | 2 M |
EverQuote Class A Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific EverQuote insiders, such as employees or executives, is commonly permitted as long as it does not rely on EverQuote's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases EverQuote insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
EverQuote Outstanding Bonds
EverQuote issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. EverQuote Class A uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most EverQuote bonds can be classified according to their maturity, which is the date when EverQuote Class A has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Dana 575 percent Corp BondUS235822AB96 | View | |
| EVERSOURCE ENERGY 33 Corp BondUS30040WAE84 | View | |
| EVERSOURCE ENERGY 425 Corp BondUS30040WAF59 | View | |
| EVERSOURCE ENERGY 335 Corp BondUS30040WAB46 | View | |
| ES 14 15 AUG 26 Corp BondUS30040WAN83 | View | |
| ES 255 15 MAR 31 Corp BondUS30040WAL28 | View | |
| US30040WAK45 Corp BondUS30040WAK45 | View | |
| US30040WAJ71 Corp BondUS30040WAJ71 | View |
EverQuote Corporate Filings
F4 | 28th of January 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
13A | 14th of November 2024 An amended filing to the original Schedule 13G | ViewVerify |
10Q | 5th of November 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
F3 | 5th of September 2024 An amendment to the original Schedule 13D filing | ViewVerify |
Pair Trading with EverQuote
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if EverQuote position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in EverQuote will appreciate offsetting losses from the drop in the long position's value.Moving against EverQuote Stock
| 0.38 | FENG | Phoenix New Media | PairCorr |
| 0.35 | GITS | Global Interactive Symbol Change | PairCorr |
| 0.34 | GROM | Grom Social Enterprises | PairCorr |
The ability to find closely correlated positions to EverQuote could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace EverQuote when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back EverQuote - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling EverQuote Class A to buy it.
The correlation of EverQuote is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as EverQuote moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if EverQuote Class A moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for EverQuote can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Additional Tools for EverQuote Stock Analysis
When running EverQuote's price analysis, check to measure EverQuote's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy EverQuote is operating at the current time. Most of EverQuote's value examination focuses on studying past and present price action to predict the probability of EverQuote's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move EverQuote's price. Additionally, you may evaluate how the addition of EverQuote to your portfolios can decrease your overall portfolio volatility.