EverQuote, Inc.
MX ˙ BMV ˙ US30041R1086
SecurityMX:EVER / EverQuote, Inc.
InstitutionEnvestnet Asset Management Inc
Latest Disclosed Ownership153,894 shares
Latest Disclosed Value $ 2,373,045
Envestnet Asset Management Inc reports 118.25% increase in ownership of EVER / EverQuote, Inc.

On May 4, 2026 - Envestnet Asset Management Inc filed a 13F-HR form disclosing ownership of 153,894 shares of EverQuote, Inc. (MX:EVER) valued at $2,373,045 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 70,514 shares of EverQuote, Inc.. This represents a change in shares of 118.25% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-04 2026-03-31 13F EVERQUOTE COM CL A 30041R108 153,894 83,380 118.25 2,373 24.70 0.0006
2026-02-10 2025-12-31 13F EVERQUOTE COM CL A 30041R108 70,514 17,943 34.13 1,904 58.32 0.0006
2025-11-05 2025-09-30 13F EVERQUOTE COM CL A 30041R108 52,571 7,425 16.45 1,202 10.17 0.0003
2025-08-01 2025-06-30 13F EVERQUOTE COM CL A 30041R108 45,146 7,616 20.29 1,092 11.10 0.0003
2025-04-29 2025-03-31 13F EVERQUOTE COM CL A 30041R108 37,530 37,530 983 0.0003
2025-02-13 2024-12-31 13F EVERQUOTE COM CL A 30041R108 0 -110,943 -100.00 0 -100.00
2024-11-07 2024-09-30 13F EVERQUOTE COM CL A 30041R108 110,943 -110,161 -49.82 2,340 -49.28 0.0008
2024-08-08 2024-06-30 13F EVERQUOTE COM CL A 30041R108 221,104 -119,845 -35.15 4,612 -27.12 0.0016
2024-05-13 2024-03-31 13F EVERQUOTE COM CL A 30041R108 340,949 -107,829 -24.03 6,328 15.20 0.0024
2024-02-13 2023-12-31 13F EVERQUOTE COM CL A 30041R108 448,778 -268,087 -37.40 5,493 6.00 0.0023
2023-11-13 2023-09-30 13F EVERQUOTE COM CL A 30041R108 716,865 472,821 193.74 5,183 226.73 0.0024
2023-08-04 2023-06-30 13F EVERQUOTE COM CL A 30041R108 244,044 98,456 67.63 1,586 -21.60 0.0007
2023-05-11 2023-03-31 13F EVERQUOTE COM CL A 30041R108 145,588 -131,786 -47.51 2,024 -50.51 0.0010
2023-02-07 2022-12-31 13F EVERQUOTE COM CL A 30041R108 277,374 116,527 72.45 4,088 272.65 0.0021
2022-11-10 2022-09-30 13F EVERQUOTE COM CL A 30041R108 160,847 52,672 48.69 1,097 14.75 0.0006
2022-08-03 2022-06-30 13F EVERQUOTE COM CL A 30041R108 108,175 -2,162 -1.96 956 -46.44 0.0005
2022-05-04 2022-03-31 13F EVERQUOTE COM CL A 30041R108 110,337 110,337 1,785 0.0009
2021-02-02 2020-12-31 13F EVERQUOTE COM CL A 30041R108 0 -7,539 -100.00 0 -100.00
2020-10-09 2020-09-30 13F EVERQUOTE COM CL A 30041R108 7,539 3,612 91.98 291 27.63 0.0003
2020-07-08 2020-06-30 13F EVERQUOTE COM CL A 30041R108 3,927 3,927 228 0.0002
2017-08-14 2017-06-30 13F EVERBANK FINL COM 29977G102 0 -345 -100.00 0 -100.00
2017-05-09 2017-03-31 13F EVERBANK FINL COM 29977G102 345 -3,377 -90.73 7 -90.28 0.0000
2017-02-14 2016-12-31 13F EVERBANK FINL COM 29977G102 3,722 -1,630 -30.46 72 -30.77 0.0003
2016-11-14 2016-09-30 13F EVERBANK FINL COM 29977G102 5,352 -7,777 -59.24 104 -46.67 0.0004
2016-08-15 2016-06-30 13F EVERBANK FINL COM 29977G102 13,129 -129 -0.97 195 -2.50 0.0008
2016-05-16 2016-03-31 13F EVERBANK FINL COM 29977G102 13,258 2,895 27.94 200 20.48 0.0009
2016-02-16 2015-12-31 13F EVERBANK FINL COM 29977G102 10,363 6,029 139.11 166 97.62 0.0008
2015-11-13 2015-09-30 13F EVERBANK FINL COM 29977G102 4,334 4,334 84 0.0004
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.