David M. Polen
Polen Capital Management
Polen Capital Management EverQuote Inc, CL-A stake
total: 588
Polen Capital Management EVER trades
- Total transactions:
- 3
- New positions:
- 1
- Sold out:
- 1
- Reduced:
- 1
- Held since:
- 2025 Q2
- Held for:
- 2 quarters
- Latest activity:
- 2025 Q4
According to 2026 Q2 report, Polen Capital Management doesn't hold any EverQuote Inc, CL-A (EVER) shares. To date, the estimated cost basis is nearly $24.18 for "buy" trades and estimated average "sell" price is $22.87. Polen Capital Management first purchased EVER in 2025 Q2, initially acquiring 28,806 shares. Since the initial investment in EverQuote Inc, CL-A (EVER), Polen Capital Management has made 2 more transactions.
When did Polen Capital Management sell EverQuote Inc, CL-A (EVER)?
Polen Capital Management sold off the entire EverQuote Inc, CL-A (EVER) position in 2025 Q4.
When did Polen Capital Management buy EverQuote Inc, CL-A (EVER)?
Polen Capital Management first invested in EverQuote Inc, CL-A (EVER) in 2025 Q2 at the reported quarter-end price of $24.18 per share.
What's the cost basis of Polen Capital Management's EVER stake?
The estimated cost basis for EverQuote Inc, CL-A (EVER) stake is around $24.18 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $24.18
- Weighted AVG sell price:
- $22.87
Polen Capital Management's historical trades in EverQuote Inc, CL-A
3 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2025 Q4
|
0.00%
|
0
|
$22.87
|
|
-100% (-20,871)
|
-0%
|
|
2025 Q3
|
0.00%
|
20,871
|
$22.87
|
$477,320
|
-27.55% (-7,935)
|
-0%
|
|
2025 Q2
|
0.00%
|
28,806
|
$24.18
|
$696,529
|
new
|
+0%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.