Invesco Ltd. reports 6.76% increase in ownership of EVER / EverQuote, Inc.

EverQuote, Inc.

US ˙ NasdaqGM ˙ US30041R1086

Security	EVER / EverQuote, Inc.
Institution	Invesco Ltd.
Latest Disclosed Ownership	52,464 shares
Latest Disclosed Value	$ 808,996

On May 12, 2026 - Invesco Ltd. filed a 13F-HR form disclosing ownership of 52,464 shares of EverQuote, Inc. (US:EVER) valued at $808,995 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 19, 2026 disclosing 49,143 shares of EverQuote, Inc.. This represents a change in shares of 6.76% during the quarter. The current value of the position is $1,008,358 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	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-12	2026-03-31	13F	EVERQUOTE	COM CL A	30041R108	52,464	3,321	6.76	809	-39.06	0.0001
2026-02-19	2025-12-31	13F	EVERQUOTE	COM CL A	30041R108	49,143	11,808	31.63	1,327	55.45	0.0002
2025-11-13	2025-09-30	13F	EVERQUOTE	COM CL A	30041R108	37,335	6,045	19.32	854	12.83	0.0001
2025-08-13	2025-06-30	13F	EVERQUOTE	COM CL A	30041R108	31,290	9,979	46.83	757	35.48	0.0001
2025-05-12	2025-03-31	13F	EVERQUOTE	COM CL A	30041R108	21,311	21,311		558		0.0001
2024-08-13	2024-06-30	13F	EVERQUOTE	COM CL A	30041R108	0	-224,925	-100.00	0	-100.00
2024-05-14	2024-03-31	13F	EVERQUOTE	COM CL A	30041R108	224,925	224,925		4,175		0.0009
2024-02-12	2023-12-31	13F	EVERQUOTE	COM CL A	30041R108	0	-25,466	-100.00	0	-100.00
2023-11-13	2023-09-30	13F	EVERQUOTE	COM CL A	30041R108	25,466	25,466		184		0.0000
2023-05-12	2023-03-31	13F	EVERQUOTE	COM CL A	30041R108	0	-140,242	-100.00	0	-100.00
2023-02-13	2022-12-31	13F	EVERQUOTE	COM CL A	30041R108	140,242	140,242		2,067		0.0006
2021-11-15	2021-09-30	13F	EVERQUOTE	COM CL A	30041R108	0	-6,585	-100.00	0	-100.00
2021-08-17	2021-06-30	13F	EVERQUOTE	COM CL A	30041R108	6,585	6,585		214		0.0001
2021-02-16	2020-12-31	13F	EVERQUOTE	COM CL A	30041R108	0	-31,735	-100.00	0	-100.00
2020-11-16	2020-09-30	13F	EVERQUOTE	COM CL A	30041R108	31,735	-135,115	-80.98	1,227	-87.36	0.0004
2020-08-14	2020-06-30	13F	EVERQUOTE	COM CL A	30041R108	166,850	157,767	1,736.95	9,705	3,977.73	0.0035
2020-05-15	2020-03-31	13F	EVERQUOTE	COM CL A	30041R108	9,083	-252,620	-96.53	238	-97.35	0.0001
2020-02-14	2019-12-31	13F	EVERQUOTE	COM CL A	30041R108	261,703	166,581	175.12	8,989	342.81	0.0028
2019-11-14	2019-09-30	13F	EVERQUOTE	COM CL A	30041R108	95,122	95,122	-63.65	2,030	-77.42	0.0005
2017-08-14	2017-06-30	13F	EVERBANK FINL	COM	29977G102	0	-146,749	-100.00	0	-100.00
2017-05-15	2017-03-31	13F	EVERBANK FINL	COM	29977G102	146,749	21,627	17.28	2,859	17.46	0.0009
2017-02-14	2016-12-31	13F	EVERBANK FINL	COM	29977G102	125,122	-1,306	-1.03	2,434	-0.57	0.0008
2016-11-14	2016-09-30	13F	EVERBANK FINL	COM	29977G102	126,428	26,773	26.87	2,448	65.29	0.0008
2016-08-15	2016-06-30	13F	EVERBANK FINL	COM	29977G102	99,655	895	0.91	1,481	-0.60	0.0005
2016-05-16	2016-03-31	13F	EVERBANK FINL	COM	29977G102	98,760	11,492	13.17	1,490	6.81	0.0006
2016-02-16	2015-12-31	13F	EVERBANK FINL	COM	29977G102	87,268	2,522	2.98	1,395	-14.73	0.0006
2015-11-16	2015-09-30	13F	EVERBANK FINL	COM	29977G102	84,746	3,800	4.69	1,636	2.83	0.0007
2015-08-14	2015-06-30	13F	EVERBANK FINANCIAL	COMMON	29977G102	80,946	321	0.40	1,591	9.42	0.0006
2015-05-15	2015-03-31	13F	EVERBANK FINANCIAL	COMMON	29977G102	80,625	12,822	18.91	1,454	12.54	0.0006
2015-02-13	2014-12-31	13F	EVERBANK FINANCIAL	COMMON	29977G102	67,803	4,014	6.29	1,292	14.64	0.0005
2014-11-14	2014-09-30	13F	EVERBANK FINANCIAL	COMMON	29977G102	63,789	1,910	3.09	1,127	-9.62	0.0005
2014-08-14	2014-06-30	13F	EVERBANK FINANCIAL	COMMON	29977G102	61,879	605	0.99	1,247	3.14	0.0005
2014-05-15	2014-03-31	13F	EVERBANK FINANCIAL	COMMON	29977G102	61,274	18,854	44.45	1,209	55.40	0.0005
2014-02-13	2013-12-31	13F	EVERBANK FINANCIAL	COMMON	29977G102	42,420	3,773	9.76	778	34.37	0.0003
2013-11-13	2013-09-30	13F	EVERBANK FINANCIAL	COMMON	29977G102	38,647	4,374	12.76	579	1.94	0.0003
2013-08-14	2013-06-30	13F	EVERBANK FINANCIAL	COMMON	29977G102	34,273	34,273		568		0.0003

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.