EverQuote, Inc.
MX ˙ BMV ˙ US30041R1086
SecurityMX:EVER / EverQuote, Inc.
InstitutionState Street Corp
Latest Disclosed Ownership688,739 shares
Latest Disclosed Value $ 10,620,355
State Street Corp reports 14.80% increase in ownership of EVER / EverQuote, Inc.

On May 15, 2026 - State Street Corp filed a 13F-HR form disclosing ownership of 688,739 shares of EverQuote, Inc. (MX:EVER) valued at $10,620,355 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 599,949 shares of EverQuote, Inc.. This represents a change in shares of 14.80% 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)
2026-05-15 2026-03-31 13F EVERQUOTE COM CL A 30041R108 688,739 88,790 14.80 10,620 -34.44 0.0004
2026-02-13 2025-12-31 13F EVERQUOTE COM CL A 30041R108 599,949 19,538 3.37 16,199 22.03 0.0005
2025-11-14 2025-09-30 13F EVERQUOTE COM CL A 30041R108 580,411 15,887 2.81 13,274 -2.75 0.0005
2025-08-14 2025-06-30 13F EVERQUOTE COM CL A 30041R108 564,524 11,994 2.17 13,650 -5.67 0.0005
2025-05-15 2025-03-31 13F EVERQUOTE COM CL A 30041R108 552,530 -10,638 -1.89 14,471 28.54 0.0006
2025-02-14 2024-12-31 13F EVERQUOTE COM CL A 30041R108 563,168 34,785 6.58 11,258 1.02 0.0004
2024-11-14 2024-09-30 13F EVERQUOTE COM CL A 30041R108 528,383 -8,148 -1.52 11,144 -0.44 0.0005
2024-08-14 2024-06-30 13F EVERQUOTE COM CL A 30041R108 536,531 120,456 28.95 11,192 44.94 0.0005
2024-05-15 2024-03-31 13F EVERQUOTE COM CL A 30041R108 416,075 5,266 1.28 7,722 53.58 0.0003
2024-02-14 2023-12-31 13F EVERQUOTE COM CL A 30041R108 410,809 51,107 14.21 5,028 93.38 0.0002
2023-11-14 2023-09-30 13F EVERQUOTE COM CL A 30041R108 359,702 968 0.27 2,601 11.54 0.0001
2023-08-14 2023-06-30 13F EVERQUOTE COM CL A 30041R108 358,734 -7,396 -2.02 2,332 -54.20 0.0001
2023-05-15 2023-03-31 13F EVERQUOTE COM CL A 30041R108 366,130 24,272 7.10 5,089 1.01 0.0003
2023-05-15 2022-12-31 13F/A-99 EVERQUOTE COM CL A 30041R108 341,858 -27,358 -7.41 5,039 100.08 0.0003
2023-05-15 2022-12-31 13F EVERQUOTE COM CL A 30041R108 341,858 -27,358 5,039 0.0003
2022-11-15 2022-09-30 13F EVERQUOTE COM CL A 30041R108 369,216 5,995 1.65 2,518 -21.58 0.0002
2022-08-15 2022-06-30 13F EVERQUOTE COM CL A 30041R108 363,221 -4,282 -1.17 3,211 -46.00 0.0002
2022-05-16 2022-03-31 13F EVERQUOTE COM CL A 30041R108 367,503 12,315 3.47 5,946 6.90 0.0003
2022-02-14 2021-12-31 13F EVERQUOTE COM CL A 30041R108 355,188 -70,705 -16.60 5,562 -29.90 0.0003
2021-11-15 2021-09-30 13F EVERQUOTE COM CL A 30041R108 425,893 7,911 1.89 7,934 -41.92 0.0004
2021-08-16 2021-06-30 13F EVERQUOTE COM CL A 30041R108 417,982 16,761 4.18 13,660 -6.18 0.0007
2021-07-09 2021-03-31 13F/A-1 EVERQUOTE COM CL A 30041R108 401,221 -24,004 -5.65 14,560 -8.32 0.0008
2021-05-17 2021-03-31 13F EVERQUOTE COM CL A 30041R108 401,221 -24,004 14,560 0.0008
2021-02-16 2020-12-31 13F EVERQUOTE COM CL A 30041R108 425,225 140,330 49.26 15,882 44.28 0.0010
2020-11-10 2020-09-30 13F EVERQUOTE COM CL A 30041R108 284,895 23,606 9.03 11,008 -27.56 0.0008
2020-08-14 2020-06-30 13F EVERQUOTE COM CL A 30041R108 261,289 81,126 45.03 15,197 221.36 0.0011
2020-06-19 2020-03-31 13F/A-1 EVERQUOTE COM CL A 30041R108 180,163 10,237 6.02 4,729 -18.98 0.0004
2020-05-11 2020-03-31 13F EVERQUOTE COM CL A 30041R108 180,163 10,237 4,729 415.3014
2020-02-06 2019-12-31 13F EVERQUOTE COM CL A 30041R108 169,926 16,133 10.49 5,837 77.85 0.0004
2019-11-14 2019-09-30 13F EVERQUOTE COM CL A 30041R108 153,793 7,369 5.03 3,282 72.37 0.0002
2019-08-14 2019-06-30 13F EVERQUOTE COM CL A 30041R108 146,424 146,424 1,904 0.0001
2017-08-14 2017-06-30 13F EVERBANK FINANCIAL Common equity shares 29977G102 0 -1,918,179 -100.00 0 -100.00
2017-05-15 2017-03-31 13F EVERBANK FINANCIAL Common equity shares 29977G102 1,918,179 102,776 5.66 37,364 5.82 0.0033
2017-02-09 2016-12-31 13F EVERBANK FINANCIAL Common equity shares 29977G102 1,815,403 138,437 8.26 35,310 8.77 0.0033
2017-01-13 2016-09-30 13F/A-1 EVERBANK FINANCIAL Common equity shares 29977G102 1,676,966 50,990 3.14 32,463 34.35 0.0033
2016-11-14 2016-09-30 13F EVERBANK FINANCIAL Common equity shares 29977G102 1,676,966 32,463
2016-08-12 2016-06-30 13F EVERBANK FINANCIAL Common equity shares 29977G102 1,625,976 17,929 1.11 24,163 -0.44 0.0026
2016-05-20 2016-03-31 13F/A-1 EVERBANK FINANCIAL Common equity shares 29977G102 1,608,047 33,967 2.16 24,269 -3.51 0.0026
2016-05-12 2016-03-31 13F EVERBANK FINANCIAL Common equity shares 29977G102 1,608,047 24,269
2016-02-16 2015-12-31 13F EVERBANK FINANCIAL Common equity shares 29977G102 1,574,080 40,104 2.61 25,152 -15.04 0.0027
2015-11-16 2015-09-30 13F EVERBANK FINANCIAL Common equity shares 29977G102 1,533,976 39,013 2.61 29,605 0.78 0.0034
2015-08-13 2015-06-30 13F EVERBANK FINANCIAL Common equity shares 29977G102 1,494,963 17,766 1.20 29,376 10.31 0.0031
2015-05-15 2015-03-31 13F EVERBANK FINANCIAL Common equity shares 29977G102 1,477,197 23,171 1.59 26,631 -3.90 0.0027
2015-02-11 2014-12-31 13F EVERBANK FINANCIAL Common equity shares 29977G102 1,454,026 15,775 1.10 27,713 9.12 0.0028
2014-11-12 2014-09-30 13F/A-1 EVERBANK FINANCIAL Common equity shares 29977G102 1,438,251 -36,943 -2.50 25,397 -14.60 0.0027
2014-11-10 2014-09-30 13F EVERBANK FINANCIAL Common equity shares 29977G102 1,438,251 25,397
2014-08-12 2014-06-30 13F EVERBANK FINANCIAL Common equity shares 29977G102 1,475,194 50,185 3.52 29,738 5.76 0.0032
2014-05-15 2014-03-31 13F/A-1 EVERBANK FINANCIAL Common equity shares 29977G102 1,425,009 37,875 2.73 28,118 10.50 0.0032
2014-05-13 2014-03-31 13F EVERBANK FINANCIAL Common equity shares 29977G102 1,425,009 28,118
2014-02-06 2013-12-31 13F/A-1 EVERBANK FINANCIAL Common equity shares 29977G102 1,387,134 45,284 3.37 25,446 26.65 0.0028
2014-02-06 2013-12-31 13F EVERBANK FINANCIAL Common equity shares 29977G102 374,589 5,586
2013-11-12 2013-09-30 13F EVERBANK FINANCIAL Common equity shares 29977G102 1,341,850 167,597 14.27 20,092 3.32 0.0025
2013-08-08 2013-06-30 13F EVERBANK FINANCIAL Common equity shares 29977G102 1,174,253 1,174,253 19,446 0.0025
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.