EverQuote, Inc.
MX ˙ BMV ˙ US30041R1086
SecurityMX:EVER / EverQuote, Inc.
InstitutionUbs Asset Management Americas Inc
Latest Disclosed Ownership36,733 shares
Latest Disclosed Value $ 566,423
Ubs Asset Management Americas Inc reports 3.18% increase in ownership of EVER / EverQuote, Inc.

On May 13, 2026 - Ubs Asset Management Americas Inc filed a 13F-HR form disclosing ownership of 36,733 shares of EverQuote, Inc. (MX:EVER) valued at $566,423 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 35,601 shares of EverQuote, Inc.. This represents a change in shares of 3.18% 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)
2026-05-13 2026-03-31 13F EVERQUOTE COM CL A 30041R108 36,733 1,132 3.18 566 -41.10 0.0000
2026-02-13 2025-12-31 13F EVERQUOTE COM CL A 30041R108 35,601 1,218 3.54 961 22.26 0.0002
2025-11-14 2025-09-30 13F EVERQUOTE COM CL A 30041R108 34,383 -279,339 -89.04 786 -89.64 0.0002
2025-08-14 2025-06-30 13F EVERQUOTE COM CL A 30041R108 313,722 -25,950 -7.64 7,586 -14.74 0.0015
2025-05-19 2025-03-31 13F EVERQUOTE COM CL A 30041R108 339,672 292,172 615.10 8,896 837.41 0.0023
2025-02-14 2024-12-31 13F EVERQUOTE COM CL A 30041R108 47,500 12,118 34.25 950 27.21 0.0002
2024-11-14 2024-09-30 13F EVERQUOTE COM CL A 30041R108 35,382 -10,506 -22.89 746 -22.05 0.0002
2024-08-14 2024-06-30 13F EVERQUOTE COM CL A 30041R108 45,888 45,888 957 0.0003
2023-11-13 2023-09-30 13F EVERQUOTE INC EQUITY US CM 30041R108 0 -12,356 -100.00 0 -100.00
2023-08-11 2023-06-30 13F EVERQUOTE INC EQUITY US CM 30041R108 12,356 0 0.00 172 0.00 0.0001
2023-05-15 2023-03-31 13F EVERQUOTE INC EQUITY US CM 30041R108 12,356 12,356 172 0.0001
2023-02-14 2022-12-31 13F EVERQUOTE INC EQUITY US CM 30041R108 0 -40,967 -100.00 0 -100.00
2022-11-14 2022-09-30 13F EVERQUOTE INC EQUITY US CM 30041R108 40,967 -5,717 -12.25 279 -32.28 0.0002
2022-08-12 2022-06-30 13F EVERQUOTE INC EQUITY US CM 30041R108 46,684 28,160 152.02 413 37.79 0.0002
2022-05-16 2022-03-31 13F EVERQUOTE INC EQUITY US CM 30041R108 18,524 2,424 15.06 300 18.65 0.0001
2022-02-14 2021-12-31 13F EVERQUOTE INC EQUITY US CM 30041R108 16,100 0 0.00 252 -15.72 0.0001
2021-11-15 2021-09-30 13F EVERQUOTE INC EQUITY US CM 30041R108 16,100 0 0.00 300 -43.16 0.0001
2021-08-16 2021-06-30 13F EVERQUOTE INC EQUITY US CM 30041R108 16,100 8,300 106.41 526 85.87 0.0002
2021-05-14 2021-03-31 13F EVERQUOTE INC EQUITY US CM 30041R108 7,800 0 0.00 283 -2.75 0.0001
2021-03-01 2020-12-31 13F/A-1 EVERQUOTE INC EQUITY US CM 30041R108 7,800 1,900 32.20 291 28.19 0.0001
2021-02-17 2020-12-31 13F EVERQUOTE INC EQUITY US CM 30041R108 5,900 0 228 0.0215
2020-11-13 2020-09-30 13F EVERQUOTE INC EQUITY US CM 30041R108 5,900 100 1.72 228 -32.64 0.0001
2020-08-14 2020-06-30 13F EVERQUOTE INC EQUITY US CM 30041R108 5,800 5,800 337 0.0002
2017-08-11 2017-06-30 13F EVERBANK FINANCIAL EQUITY US CM 29977G102 0 -78,510 -100.00 0 -100.00
2017-05-04 2017-03-31 13F EVERBANK FINANCIAL EQUITY US CM 29977G102 78,510 43,701 125.55 1,529 126.18 0.0016
2017-03-09 2016-12-31 13F/A-1 EVERBANK FINL COM 29977G102 34,809 -33,465 -49.02 676 -48.83 0.0008
2017-02-14 2016-12-31 13F EVERBANK FINL COM 29977G102 34,809 676
2016-11-04 2016-09-30 13F EVERBANK FINANCIAL EQUITY US CM 29977G102 68,274 8,298 13.84 1,321 48.26 0.0014
2016-11-29 2016-06-30 13F/A-1 EVERBANK FINANCIAL EQUITY US CM 29977G102 59,976 0 0.00 891 -1.55 0.0010
2016-08-09 2016-06-30 13F EVERBANK FINANCIAL EQUITY US CM 29977G102 59,976 891
2016-05-12 2016-03-31 13F EVERBANK FINANCIAL EQUITY US CM 29977G102 59,976 -391,557 -86.72 905 -87.46 0.0010
2016-02-12 2015-12-31 13F EVERBANK FINANCIAL EQUITY US CM 29977G102 451,533 -7,825 -1.70 7,216 -18.60 0.0082
2015-10-29 2015-09-30 13F EVERBANK FINANCIAL EQUITY US CM 29977G102 459,358 54,861 13.56 8,865 11.54 0.0098
2015-08-12 2015-06-30 13F EVERBANK FINANCIAL EQUITY US CM 29977G102 404,497 9,436 2.39 7,948 11.58 0.0076
2015-05-04 2015-03-31 13F EVERBANK FINANCIAL EQUITY US CM 29977G102 395,061 395,061 0.00 7,123 0.0069
2015-02-02 2014-12-31 13F EVERBANK FINANCIAL EQUITY US CM 29977G102 0 -412,255 -100.00 0 -100.00
2014-10-28 2014-09-30 13F EVERBANK FINANCIAL EQUITY US CM 29977G102 412,255 -13,759 -3.23 7,280 -15.23 0.0072
2014-08-13 2014-06-30 13F EVERBANK FINANCIAL EQUITY US CM 29977G102 426,014 -34,059 -7.40 8,588 -5.39 0.0087
2014-05-23 2014-03-31 13F EVERBANK FINANCIAL EQUITY US CM 29977G102 460,073 -56,856 -11.00 9,077 -4.25 0.0097
2014-01-31 2013-12-31 13F EVERBANK FINANCIAL EQUITY US CM 29977G102 516,929 154,276 42.54 9,480 74.52 0.0108
2013-11-08 2013-09-30 13F EVERBANK FINANCIAL EQUITY US CM 29977G102 362,653 3,929 1.10 5,432 -8.55 0.0067
2013-08-15 2013-06-30 13F/A-1 EVERBANK FINANCIAL EQUITY US CM 29977G102 358,724 358,724 5,940 0.0077
2013-08-13 2013-06-30 13F EVERBANK FINANCIAL EQUITY US CM 29977G102 301,397 4,991 0.0065
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.