EVER β€” EVERQUOTE INC

Ownership history in MONIMUS CAPITAL MANAGEMENT, LP  Β·  5 quarters on record

This page tracks every 13F SEC filing in which MONIMUS CAPITAL MANAGEMENT, LP reported a position in EVERQUOTE INC (EVER). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
2.02% (2024 Q4)
πŸ“Š Avg. % of fund
1.03%
πŸ“… First filed
2024 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
5

Position Intelligence

MONIMUS CAPITAL MANAGEMENT, LP Γ— EVER AI Analytics

πŸ“ˆ MONIMUS CAPITAL MANAGEMENT, LP outperformed the S&P 500 by +18.7% annually on this EVER position. Timing score: 75% (3/4 decisions correct). Average cost basis: $20.72. Maximum drawdown during holding period: –12.7%.

πŸ“ˆ Position Alpha vs SPY
+18.7%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 18.7% per year on this position.
4 quarters analyzed

⏱️ Timing Score
75%

🎯 Smart timing β€” consistently buying dips and trimming near peaks.
3 of 4 add/trim decisions correct

πŸ’° Entry Quality
$20.72
+30.3% vs current ($27.00)

Best entry: $19.99 (2024 Q4)  Β·  Worst: $27.00 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–12.7%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
40%
buy-side decisions

2 adds Β· 3 trims. Bought during 0 of 2 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.68% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    EVER price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 38,009 +12,386 +48.3% 0.68% $1.0M $27.00
2025 Q3 REDUCED 25,623 -7,683 -23.1% 0.36% $586K $22.87
2025 Q2 REDUCED 33,306 -35,555 -51.6% 0.59% $805K $24.18
2025 Q1 REDUCED 68,861 -38,205 -35.7% 1.53% $1.8M $26.19
2024 Q4 INITIATED 107,066 β€” β€” 2.02% $2.1M $19.99

🏒 Other funds also holding EVER

As of 2025 Q4 β€” sorted by position size

Toronado Partners, LLC 3Y 7Y 7.49% JACOBS ASSET MANAGEMENT, LLC 3Y 7Y 2.02% ESSEX INVESTMENT MANAGEMENT CO LLC 3Y 7Y 0.95% Lisanti Capital Growth, LLC 3Y 7Y 0.91% S Squared Technology, LLC 3Y 7Y 0.8% EMERALD ADVISERS, LLC 3Y 7Y 0.6% nVerses Capital, LLC 0.59% Jackson Creek Investment Advisors LLC 3Y 0.51% Watershed Asset Management, L.L.C. 3Y 7Y 0.43% VIRTUS ADVISERS, LLC 3Y 7Y 0.38%
← Back to MONIMUS CAPITAL MANAGEMENT, LP Holdings