EverQuote, Inc.
US ˙ NasdaqGM ˙ US30041R1086

SecurityEVER / EverQuote, Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership695,716 shares
Latest Disclosed Value $ 10,728,400
Dimensional Fund Advisors Lp reports 37.69% increase in ownership of EVER / EverQuote, Inc.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 695,716 shares of EverQuote, Inc. (US:EVER) valued at $10,727,941 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 505,278 shares of EverQuote, Inc.. This represents a change in shares of 37.69% during the quarter. The current value of the position is $12,495,059 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)
2026-05-07 2026-03-31 13F EVERQUOTE COM CL A 30041R108 695,716 190,438 37.69 10,728 -21.36 0.0005
2026-02-12 2025-12-31 13F EVERQUOTE COM CL A 30041R108 505,278 39,796 8.55 13,642 28.14 0.0029
2025-11-12 2025-09-30 13F EVERQUOTE COM CL A 30041R108 465,482 58,955 14.50 10,647 8.31 0.0023
2025-08-12 2025-06-30 13F EVERQUOTE COM CL A 30041R108 406,527 -6,465 -1.57 9,830 -9.13 0.0023
2025-05-13 2025-03-31 13F EVERQUOTE COM CL A 30041R108 412,992 115,191 38.68 10,817 81.74 0.0027
2025-02-13 2024-12-31 13F EVERQUOTE COM CL A 30041R108 297,801 35,152 13.38 5,953 7.46 0.0014
2024-11-07 2024-09-30 13F EVERQUOTE COM CL A 30041R108 262,649 0 0.00 5,539 1.11 0.0013
2024-08-09 2024-06-30 13F EVERQUOTE COM CL A 30041R108 262,649 -39,733 -13.14 5,478 -2.39 0.0014
2024-05-10 2024-03-31 13F EVERQUOTE COM CL A 30041R108 302,382 -31,695 -9.49 5,612 37.21 0.0015
2024-02-07 2023-12-31 13F EVERQUOTE COM CL A 30041R108 334,077 84,882 34.06 4,090 127.10 0.0012
2023-11-09 2023-09-30 13F EVERQUOTE COM CL A 30041R108 249,195 -21,506 -7.94 1,801 2.39 0.0006
2023-08-09 2023-06-30 13F EVERQUOTE COM CL A 30041R108 270,701 62,305 29.90 1,760 -39.26 0.0006
2023-05-12 2023-03-31 13F EVERQUOTE COM CL A 30041R108 208,396 47,241 29.31 2,896 144,700.00 0.0010
2023-02-09 2022-12-31 13F EVERQUOTE COM CL A 30041R108 161,155 -16,875 -9.48 2 -99.84 0.0007
2022-11-10 2022-09-30 13F EVERQUOTE COM CL A 30041R108 178,030 -59,237 -24.97 1,214 -42.14 0.0005
2022-08-12 2022-06-30 13F EVERQUOTE COM CL A 30041R108 237,267 122,617 106.95 2,098 13.10 0.0008
2022-05-13 2022-03-31 13F EVERQUOTE COM 30041R108 114,650 101,621 779.96 1,855 809.31 0.0006
2022-02-09 2021-12-31 13F EVERQUOTE COM 30041R108 13,029 0 0.00 204 -16.05 0.0001
2021-11-12 2021-09-30 13F EVERQUOTE COM 30041R108 13,029 -9,579 -42.37 243 -67.12 0.0001
2021-08-12 2021-06-30 13F EVERQUOTE COM 30041R108 22,608 12,896 132.78 739 109.35 0.0002
2021-05-14 2021-03-31 13F EVERQUOTE COM 30041R108 9,712 9,712 353 0.0001
2017-08-11 2017-06-30 13F EVERBANK FINL COM 29977G102 0 -2,384,217 -100.00 0 -100.00
2017-05-12 2017-03-31 13F EVERBANK FINL COM 29977G102 2,384,217 -117,576 -4.70 46,444 -4.55 0.0222
2017-02-09 2016-12-31 13F EVERBANK FINL COM 29977G102 2,501,793 -801,064 -24.25 48,660 -23.90 0.0243
2016-11-10 2016-09-30 13F EVERBANK FINL COM 29977G102 3,302,857 131,432 4.14 63,943 35.69 0.0346
2016-08-09 2016-06-30 13F EVERBANK FINL COM 29977G102 3,171,425 208,636 7.04 47,124 5.40 0.0271
2016-05-13 2016-03-31 13F EVERBANK FINL COM 29977G102 2,962,789 142,704 5.06 44,708 -0.80 0.0268
2016-02-10 2015-12-31 13F EVERBANK FINL COM 29977G102 2,820,085 561,325 24.85 45,067 3.38 0.0281
2015-11-13 2015-09-30 13F EVERBANK FINL COM 29977G102 2,258,760 346,924 18.15 43,595 16.04 0.0286
2015-08-14 2015-06-30 13F EVERBANK FINL COM 29977G102 1,911,836 337,483 21.44 37,568 32.35 0.0230
2015-05-14 2015-03-31 13F EVERBANK FINL COM 29977G102 1,574,353 246,135 18.53 28,386 12.13 0.0179
2015-02-06 2014-12-31 13F EVERBANK FINL COM 29977G102 1,328,218 266,470 25.10 25,316 35.01 0.0166
2014-11-13 2014-09-30 13F EVERBANK FINL COM 29977G102 1,061,748 248,499 30.56 18,751 14.37 0.0133
2014-08-08 2014-06-30 13F EVERBANK FINL COM 29977G102 813,249 489,964 151.56 16,395 157.06 0.0114
2014-05-14 2014-03-31 13F EVERBANK FINL COM 29977G102 323,285 323,285 6,378 0.0048
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.