EverQuote, Inc.
US ˙ NasdaqGM ˙ US30041R1086

SecurityEVER / EverQuote, Inc.
InstitutionAlps Advisors Inc
Latest Disclosed Ownership30,035 shares
Latest Disclosed Value $ 463,140
Alps Advisors Inc reports 60.20% increase in ownership of EVER / EverQuote, Inc.

On May 8, 2026 - Alps Advisors Inc filed a 13F-HR form disclosing ownership of 30,035 shares of EverQuote, Inc. (US:EVER) valued at $463,140 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 18,748 shares of EverQuote, Inc.. This represents a change in shares of 60.20% during the quarter. The current value of the position is $539,429 USD.

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)
2026-05-08 2026-03-31 13F EVERQUOTE COM CL A 30041R108 30,035 11,287 60.20 463 -8.50 0.0020
2026-02-12 2025-12-31 13F EVERQUOTE COM CL A 30041R108 18,748 162 0.87 506 19.06 0.0029
2025-11-05 2025-09-30 13F EVERQUOTE COM CL A 30041R108 18,586 5,619 43.33 425 35.78 0.0024
2025-08-11 2025-06-30 13F EVERQUOTE COM CL A 30041R108 12,967 157 1.23 314 -6.57 0.0018
2025-04-30 2025-03-31 13F EVERQUOTE COM CL A 30041R108 12,810 12,810 335 0.0019
2023-05-10 2023-03-31 13F EVERQUOTE COM CL A 30041R108 0 -12,287 -100.00 0 -100.00
2023-02-14 2022-12-31 13F EVERQUOTE COM CL A 30041R108 12,287 -1,899 -13.39 181 86.60 0.0016
2022-11-14 2022-09-30 13F EVERQUOTE COM CL A 30041R108 14,186 -983 -6.48 97 -27.61 0.0009
2022-08-15 2022-06-30 13F/A-1 EVERQUOTE COM CL A 30041R108 15,169 15,169 134 0.0013
2022-08-11 2022-06-30 13F EVERQUOTE COM CL A 30041R108 15,169 15,169 134 0.0013
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.