EVERQUOTE INC
| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) | Type |
|---|---|---|---|---|---|---|---|
| JACOBS ASSET MANAGEMENT, LLC | 134,481 | 403,300 | +268,819 | 2.02 | 3.72 | +1.70 | buy |
| MONIMUS CAPITAL MANAGEMENT, LP | 38,009 | 304,110 | +266,101 | 0.68 | 1.30 | +0.62 | buy |
| S Squared Technology, LLC | 76,047 | 223,148 | +147,101 | 0.80 | 1.30 | +0.51 | buy |
| MEEDER ASSET MANAGEMENT INC | 25,303 | 128,116 | +102,813 | 0.04 | 0.11 | +0.08 | buy |
| Jackson Creek Investment Advisors LLC | 63,853 | 121,837 | +57,984 | 0.51 | 0.55 | +0.04 | buy |
| K.J. Harrison & Partners Inc | 10,000 | 63,900 | +53,900 | 0.04 | 0.16 | +0.13 | buy |
| Inspire Investing, LLC | 45,828 | 99,131 | +53,303 | 0.11 | 0.13 | +0.01 | buy |
| Wakefield Asset Management LLLP | 39,856 | 75,374 | +35,518 | 0.29 | 0.31 | +0.02 | buy |
| SEGALL BRYANT & HAMILL, LLC | 39,553 | 69,803 | +30,250 | 0.01 | 0.02 | +0.00 | buy |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 13,610 | 25,945 | +12,335 | 0.01 | 0.01 | +0.00 | buy |
| Boston Partners | 245,739 | 256,673 | +10,934 | 0.01 | 0.00 | -0.00 | buy |
| AVIVA PLC | 18,777 | 28,918 | +10,141 | 0.00 | 0.00 | -0.00 | buy |
| Linden Thomas Advisory Services, LLC | 9,121 | 16,147 | +7,026 | 0.02 | 0.02 | -0.00 | buy |
| Toronado Partners, LLC | 290,549 | 297,024 | +6,475 | 7.49 | 8.64 | +1.15 | buy |
| Hennion & Walsh Asset Management, Inc. | 30,311 | 36,454 | +6,143 | 0.03 | 0.02 | -0.01 | buy |
| Horizon Investment Services, LLC | 25,337 | 28,785 | +3,448 | 0.25 | 0.15 | -0.09 | buy |
| ZACKS INVESTMENT MANAGEMENT | 66,281 | 69,502 | +3,221 | 0.01 | 0.01 | -0.01 | buy |
| Cornerstone Investment Partners, LLC | 8,019 | 10,373 | +2,354 | 0.01 | 0.01 | -0.00 | buy |
| WealthCollab, LLC | 51 | 156 | +105 | 0.00 | 0.00 | +0.00 | buy |
| Marquette Asset Management, LLC | 169 | 258 | +89 | 0.00 | 0.00 | -0.00 | buy |
| Asset Management One Co., Ltd. | 3,139 | 3,054 | -85 | 0.00 | 0.00 | -0.00 | sell |
| MBL Wealth, LLC | 30,025 | 29,507 | -518 | 0.07 | 0.03 | -0.03 | sell |
| CSM Advisors, LLC | 177,090 | 176,395 | -695 | 0.13 | 0.07 | -0.06 | sell |
| VIRTUS ADVISERS, LLC | 30,005 | 25,214 | -4,791 | 0.38 | 0.18 | -0.20 | sell |
| MARTINGALE ASSET MANAGEMENT L P | 38,637 | 33,382 | -5,255 | 0.03 | 0.01 | -0.01 | sell |
| GREAT LAKES ADVISORS, LLC | 54,207 | 48,848 | -5,359 | 0.01 | 0.01 | -0.01 | sell |
| HENNESSY ADVISORS INC | 365,800 | 353,600 | -12,200 | 0.35 | 0.20 | -0.15 | sell |
| ESSEX INVESTMENT MANAGEMENT CO LLC | 231,424 | 217,075 | -14,349 | 0.95 | 0.53 | -0.42 | sell |
| First Eagle Investment Management, LLC | 251,957 | 231,957 | -20,000 | 0.01 | 0.01 | -0.01 | sell |
| EMERALD ADVISERS, LLC | 720,686 | 691,266 | -29,420 | 0.60 | 0.34 | -0.26 | sell |
| Legato Capital Management LLC | 86,717 | 33,485 | -53,232 | 0.20 | 0.05 | -0.15 | sell |
| Freestone Grove Partners LP | 165,880 | 28,109 | -137,771 | 0.03 | 0.00 | -0.03 | sell |