EverQuote, Inc.
US ˙ NasdaqGM ˙ US30041R1086

SecurityEVER / EverQuote, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership283,624 shares
Latest Disclosed Value $ 4,373,483
Morgan Stanley reports 24.55% increase in ownership of EVER / EverQuote, Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 283,624 shares of EverQuote, Inc. (US:EVER) valued at $4,373,482 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 227,723 shares of EverQuote, Inc.. This represents a change in shares of 24.55% during the quarter. The current value of the position is $5,453,806 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)
2026-05-15 2026-03-31 13F EVERQUOTE COM CL A 30041R108 283,624 55,901 24.55 4,373 -28.87 0.0003
2026-05-27 2025-12-31 13F/A-1 EVERQUOTE COM CL A 30041R108 227,723 -77,116 -25.30 6,149 -11.81 0.0004
2026-02-13 2025-12-31 13F EVERQUOTE COM CL A 30041R108 227,723 -77,116 6,149
2026-05-27 2025-09-30 13F/A-1 EVERQUOTE COM CL A 30041R108 304,839 -19,322 -5.96 6,972 -11.06 0.0004
2025-11-14 2025-09-30 13F EVERQUOTE COM CL A 30041R108 304,839 -19,322 6,972 0.0004
2025-08-15 2025-06-30 13F EVERQUOTE COM CL A 30041R108 324,161 -122,923 -27.49 7,838 -33.06 0.0005
2025-05-15 2025-03-31 13F EVERQUOTE COM CL A 30041R108 447,084 260,970 140.22 11,709 214.76 0.0008
2025-05-15 2024-12-31 13F/A-1 EVERQUOTE COM CL A 30041R108 186,114 -114,989 -38.19 3,720 -41.42 0.0003
2025-02-14 2024-12-31 13F EVERQUOTE COM CL A 30041R108 186,114 -114,989 3,720 0.0003
2025-05-14 2024-09-30 13F/A-2 EVERQUOTE COM CL A 30041R108 301,103 83,888 38.62 6,350 40.15 0.0005
2025-02-14 2024-09-30 13F/A-1 EVERQUOTE COM CL A 30041R108 301,103 83,888 6,350 0.0005
2024-11-14 2024-09-30 13F EVERQUOTE COM CL A 30041R108 301,103 83,888 6,350 0.0005
2025-05-14 2024-06-30 13F/A-2 EVERQUOTE COM CL A 30041R108 217,215 -65,733 -23.23 4,531 -13.71 0.0004
2024-10-17 2024-06-30 13F/A-1 EVERQUOTE COM CL A 30041R108 217,215 -65,733 4,531 0.0004
2024-08-14 2024-06-30 13F EVERQUOTE COM CL A 30041R108 217,215 -65,733 4,531 0.0004
2024-10-17 2024-03-31 13F/A-2 EVERQUOTE COM CL A 30041R108 282,948 138,442 95.80 5,252 197.00 0.0004
2024-08-16 2024-03-31 13F/A-1 EVERQUOTE COM CL A 30041R108 282,948 138,442 5,252 0.0000
2024-05-15 2024-03-31 13F EVERQUOTE COM CL A 30041R108 282,948 138,442 5,252 0.0004
2024-08-16 2023-12-31 13F/A-1 EVERQUOTE COM CL A 30041R108 144,506 43,333 42.83 1,769 141.86 0.0002
2024-02-13 2023-12-31 13F EVERQUOTE COM CL A 30041R108 144,506 43,333 1,769 0.0002
2023-11-15 2023-09-30 13F EVERQUOTE COM CL A 30041R108 101,173 -45,410 -30.98 731 -23.21 0.0001
2023-08-14 2023-06-30 13F EVERQUOTE COM CL A 30041R108 146,583 -69,485 -32.16 953 -68.30 0.0001
2023-05-15 2023-03-31 13F EVERQUOTE COM CL A 30041R108 216,068 104,319 93.35 3,003 82.33 0.0003
2023-02-14 2022-12-31 13F EVERQUOTE COM CL A 30041R108 111,749 -242,175 -68.43 1,647 -31.80 0.0002
2022-11-14 2022-09-30 13F EVERQUOTE COM CL A 30041R108 353,924 -93,959 -20.98 2,415 -39.03 0.0003
2022-10-27 2022-06-30 13F/A-1 EVERQUOTE COM CL A 30041R108 447,883 -42,706 -8.71 3,961 -50.09 0.0005
2022-08-15 2022-06-30 13F EVERQUOTE COM CL A 30041R108 447,883 -42,706 3,961 0.0001
2022-10-27 2022-03-31 13F/A-1 EVERQUOTE COM CL A 30041R108 490,589 -166,961 -25.39 7,937 -22.92 0.0011
2022-05-13 2022-03-31 13F EVERQUOTE COM CL A 30041R108 490,589 -166,961 7,937 0.0011
2022-02-14 2021-12-31 13F EVERQUOTE COM CL A 30041R108 657,550 309,367 88.85 10,297 58.76 0.0013
2021-11-15 2021-09-30 13F EVERQUOTE COM CL A 30041R108 348,183 47,987 15.99 6,486 -33.89 0.0009
2021-08-23 2021-06-30 13F/A-1 EVERQUOTE COM CL A 30041R108 300,196 257,252 599.04 9,811 529.72 0.0013
2021-08-16 2021-06-30 13F EVERQUOTE COM CL A 30041R108 300,196 257,252 9,811 0.0003
2021-05-17 2021-03-31 13F EVERQUOTE COM CL A 30041R108 42,944 -126,098 -74.60 1,558 -75.32 0.0002
2021-02-16 2020-12-31 13F EVERQUOTE COM CL A 30041R108 169,042 153,410 981.38 6,314 945.36 0.0010
2020-11-13 2020-09-30 13F EVERQUOTE COM CL A 30041R108 15,632 -6,129 -28.17 604 -52.29 0.0001
2020-08-14 2020-06-30 13F EVERQUOTE COM CL A 30041R108 21,761 -16,094 -42.51 1,266 27.36 0.0003
2020-05-26 2020-03-31 13F/A-1 EVERQUOTE COM CL A 30041R108 37,855 -366,782 -90.64 994 -92.85 0.0003
2020-05-15 2020-03-31 13F EVERQUOTE COM CL A 30041R108 37,855 -366,782 994 76.3599
2020-02-14 2019-12-31 13F EVERQUOTE COM CL A 30041R108 404,637 228,711 130.00 13,900 270.27 0.0032
2019-11-14 2019-09-30 13F EVERQUOTE COM CL A 30041R108 175,926 150,034 579.46 3,754 1,017.26 0.0010
2019-08-14 2019-06-30 13F EVERQUOTE COM CL A 30041R108 25,892 25,792 25,792.00 336 33,500.00 0.0001
2019-05-15 2019-03-31 13F EVERQUOTE COM CL A 30041R108 100 0 0.00 1 -99.70 0.0000
2019-02-14 2018-12-31 13F EVERQUOTE COM CL A 30041R108 100 -21,276 -99.53 0 -100.00
2019-04-23 2018-09-30 13F/A-2 EVERQUOTE COM CL A 30041R108 21,376 -1,642,502 -98.72 317 -99.02 0.0001
2018-11-20 2018-09-30 13F/A-1 EVERQUOTE COM CL A 30041R108 21,376 0 317 0.0001
2018-11-14 2018-09-30 13F EVERQUOTE COM CL A 30041R108 21,376 317
2017-05-22 2017-03-31 13F/A-1 EVERBANK FINL COM 29977G102 1,663,878 -2,164,977 -56.54 32,412 -56.48 0.0100
2017-05-12 2017-03-31 13F EVERBANK FINL COM 29977G102 1,663,878 32,412
2017-02-22 2016-12-31 13F/A-1 EVERBANK FINL COM 29977G102 3,828,855 1,098,140 40.21 74,470 40.86 0.0244
2017-02-13 2016-12-31 13F EVERBANK FINL COM 29977G102 3,828,855 74,470
2016-11-10 2016-09-30 13F EVERBANK FINL COM 29977G102 2,730,715 2,711,566 14,160.35 52,867 18,449.82 0.0181
2016-08-12 2016-06-30 13F EVERBANK FINL COM 29977G102 19,149 -6,735 -26.02 285 -26.92 0.0001
2016-05-12 2016-03-31 13F EVERBANK FINL COM 29977G102 25,884 -121,273 -82.41 390 -83.41 0.0002
2016-02-09 2015-12-31 13F EVERBANK FINL COM 29977G102 147,157 119,485 431.79 2,351 340.26 0.0009
2016-02-08 2015-09-30 13F/A-1 EVERBANK FINL COM 29977G102 27,672 6,208 28.92 534 26.54 0.0002
2015-11-09 2015-09-30 13F EVERBANK FINL COM 29977G102 27,672 534
2015-08-12 2015-06-30 13F EVERBANK FINL COM 29977G102 21,464 -7,790 -26.63 422 -20.08 0.0001
2015-05-14 2015-03-31 13F EVERBANK FINL COM 29977G102 29,254 3,974 15.72 528 9.77 0.0002
2015-02-13 2014-12-31 13F EVERBANK FINL COM 29977G102 25,280 -18,536 -42.30 481 -37.86 0.0002
2014-12-16 2014-09-30 13F/A-1 EVERBANK FINL COM 29977G102 43,816 8,813 25.18 774 12.17 0.0003
2014-11-14 2014-09-30 13F EVERBANK FINL COM 29977G102 43,816 774
2014-05-13 2014-03-31 13F EVERBANK FINL COM 29977G102 35,003 5,871 20.15 690 29.21 0.0003
2014-02-13 2013-12-31 13F EVERBANK FINL COM 29977G102 29,132 2,936 11.21 534 36.22 0.0002
2013-11-13 2013-09-30 13F EVERBANK FINANCIAL COM 29977G102 26,196 -11,457 -30.43 392 -37.18 0.0002
2013-08-08 2013-06-30 13F EVERBANK FINANCIAL COM 29977G102 37,653 37,653 624 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.