EverQuote, Inc.
MX ˙ BMV ˙ US30041R1086
SecurityMX:EVER / EverQuote, Inc.
InstitutionUBS Group AG
Latest Disclosed Ownership462,608 shares
Latest Disclosed Value $ 7,133,416
UBS Group AG reports 84.27% increase in ownership of EVER / EverQuote, Inc.

On May 5, 2026 - UBS Group AG filed a 13F-HR form disclosing ownership of 462,608 shares of EverQuote, Inc. (MX:EVER) valued at $7,133,416 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 251,054 shares of EverQuote, Inc.. This represents a change in shares of 84.27% 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)
2026-05-05 2026-03-31 13F EVERQUOTE COM CL A 30041R108 462,608 211,554 84.27 7,133 5.24 0.0002
2026-01-29 2025-12-31 13F EVERQUOTE COM CL A 30041R108 251,054 16,360 6.97 6,778 26.29 0.0011
2025-11-13 2025-09-30 13F EVERQUOTE COM CL A 30041R108 234,694 -361,034 -60.60 5,367 -62.74 0.0008
2025-08-14 2025-06-30 13F EVERQUOTE COM CL A 30041R108 595,728 7,719 1.31 14,405 -6.46 0.0025
2025-05-13 2025-03-31 13F EVERQUOTE COM CL A 30041R108 588,009 -360,204 -37.99 15,400 -18.76 0.0028
2025-02-14 2024-12-31 13F EVERQUOTE COM CL A 30041R108 948,213 768,928 428.89 18,955 401.30 0.0035
2024-11-14 2024-09-30 13F EVERQUOTE COM CL A 30041R108 179,285 20,022 12.57 3,781 13.82 0.0008
2024-08-14 2024-06-30 13F EVERQUOTE COM CL A 30041R108 159,263 20,140 14.48 3,322 28.66 0.0008
2024-05-13 2024-03-31 13F EVERQUOTE COM CL A 30041R108 139,123 114,766 471.18 2,582 766.44 0.0006
2024-02-09 2023-12-31 13F EVERQUOTE COM CL A 30041R108 24,357 14,585 149.25 298 325.71 0.0001
2023-11-09 2023-09-30 13F EVERQUOTE COM CL A 30041R108 9,772 -3,803 -28.01 71 -20.45 0.0000
2023-08-11 2023-06-30 13F EVERQUOTE COM CL A 30041R108 13,575 1,982 17.10 88 -45.34 0.0000
2023-05-12 2023-03-31 13F EVERQUOTE COM CL A 30041R108 11,593 -1,369 -10.56 161 -15.71 0.0001
2023-02-08 2022-12-31 13F EVERQUOTE COM CL A 30041R108 12,962 11,115 601.79 191 1,369.23 0.0001
2022-11-10 2022-09-30 13F EVERQUOTE COM CL A 30041R108 1,847 -982 -34.71 13 -48.00 0.0000
2022-08-10 2022-06-30 13F EVERQUOTE COM CL A 30041R108 2,829 -8,308 -74.60 25 -86.11 0.0000
2022-05-16 2022-03-31 13F EVERQUOTE COM CL A 30041R108 11,137 -1,467 -11.64 180 -9.09 0.0001
2022-02-14 2021-12-31 13F EVERQUOTE COM CL A 30041R108 12,604 -4,226 -25.11 198 -36.74 0.0001
2021-11-15 2021-09-30 13F EVERQUOTE COM CL A 30041R108 16,830 16,730 16,730.00 313 10,333.33 0.0001
2021-08-13 2021-06-30 13F EVERQUOTE COM CL A 30041R108 100 -1,100 -91.67 3 -93.18 0.0000
2021-05-12 2021-03-31 13F EVERQUOTE COM CL A 30041R108 1,200 -318 -20.95 44 -22.81 0.0000
2021-02-11 2020-12-31 13F EVERQUOTE COM CL A 30041R108 1,518 -2,356 -60.82 57 -62.00 0.0000
2020-11-12 2020-09-30 13F EVERQUOTE COM CL A 30041R108 3,874 -12,093 -75.74 150 -83.84 0.0001
2020-07-31 2020-06-30 13F EVERQUOTE COM CL A 30041R108 15,967 -603 -3.64 928 113.33 0.0004
2020-05-01 2020-03-31 13F EVERQUOTE COM CL A 30041R108 16,570 54 0.33 435 -23.42 0.0002
2020-02-14 2019-12-31 13F EVERQUOTE COM CL A 30041R108 16,516 14,163 601.91 568 1,036.00 0.0002
2019-11-14 2019-09-30 13F EVERQUOTE COM CL A 30041R108 2,353 -1,570 -40.02 50 -1.96 0.0000
2019-08-14 2019-06-30 13F EVERQUOTE COM CL A 30041R108 3,923 3,923 0.00 51 0.0000
2019-05-14 2019-03-31 13F EVERQUOTE COM CL A 30041R108 0 -152 -100.00 0 -100.00
2019-02-14 2018-12-31 13F EVERQUOTE COM CL A 30041R108 152 -875 -85.20 1 -93.33 0.0000
2018-11-14 2018-09-30 13F EVERQUOTE COM CL A 30041R108 1,027 -933 -47.60 15 -58.33 0.0000
2018-08-14 2018-06-30 13F EVERQUOTE COM CL A 30041R108 1,960 1,960 36 0.0000
2017-11-14 2017-06-30 13F/A-1 EVERBANK FINL COM 29977G102 0 -47,532 -100.00 0 -100.00
2017-11-14 2017-03-31 13F/A-1 EVERBANK FINL COM 29977G102 47,532 -19,052 -28.61 926 -28.49 0.0005
2017-05-12 2017-03-31 13F EVERBANK FINL COM 29977G102 47,532 -19,052 926
2017-02-14 2016-12-31 13F EVERBANK FINL COM 29977G102 66,584 17,120 34.61 1,295 35.32 0.0007
2016-11-14 2016-09-30 13F EVERBANK FINL COM 29977G102 49,464 17,320 53.88 957 100.21 0.0006
2016-08-12 2016-06-30 13F EVERBANK FINL COM 29977G102 32,144 6,744 26.55 478 24.80 0.0003
2016-05-12 2016-03-31 13F EVERBANK FINL COM 29977G102 25,400 -2,078 -7.56 383 -12.95 0.0003
2016-02-16 2015-12-31 13F EVERBANK FINL COM 29977G102 27,478 -14,677 -34.82 440 -45.95 0.0003
2015-11-13 2015-09-30 13F EVERBANK FINL COM 29977G102 42,155 122 0.29 814 -1.45 0.0006
2015-08-14 2015-06-30 13F EVERBANK FINL COM 29977G102 42,033 151 0.36 826 9.40 0.0005
2015-05-14 2015-03-31 13F EVERBANK FINL COM 29977G102 41,882 -2,356 -5.33 755 -10.44 0.0005
2015-02-17 2014-12-31 13F EVERBANK FINL COM 29977G102 44,238 44,238 843 0.0006
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.