EQPT · SCHEDULE 13G

EquipmentShare.com Inc: Insight Entities Report 13.53 Million Shares, or 6.3%

### Executive Summary
Seven affiliated Insight reporting persons report beneficial ownership of 13,526,731 shares of EquipmentShare Class A common stock, equal to 6.3% of the class. The filing establishes a material shared voting and dispositive interest, but discloses no transaction activity or prior Insight share count, so it does not establish what changed.

### What Happened
The four Insight fund entities report the underlying shares directly: Insight Venture Partners IX, L.P. (8,335,492); Insight Venture Partners (Cayman) IX, L.P. (4,141,707); Insight Venture Partners (Delaware) IX, L.P. (883,148); and Insight Venture Partners IX (Co-Investors), L.P. (166,384). Their holdings total 13,526,731 shares. The general partner and two upstream entities each attribute that same total to themselves; these overlapping attributions are not additional shares.

Each reporting person reports zero sole voting and dispositive power and shared voting and dispositive power over the reported shares. The 6.3% calculation uses 214,806,153 Class A shares outstanding as of May 10, 2026, as reported in the issuer’s May 14 Form 10-Q. The Schedule 13G was signed May 15, 2026, and identifies March 31, 2026, as the event date. No purchases, sales, price, or consideration are disclosed.

### Why It Matters
The position is large enough to represent a meaningful shared-power ownership interest, but the filing does not indicate that Insight intends to influence or control the company. It disclaims that the joint filing is an admission that the reporting persons form a group. The filing also does not disclose ownership across other share classes or Insight’s percentage of total voting or economic interests.

The central investment takeaway is therefore ownership visibility, not a demonstrated change in the company’s capital structure or strategy. Without a prior Insight position or transaction details, the change in its holdings is not disclosed in filing materials.

### Context & Prior Filing Comparison
No prior Insight ownership baseline or amendment delta is provided. For comparison only, the separate May 15 filing by Anchorage Capital Group, L.L.C. reports 17,770,560 shares, or 8.3%; that is a different reporting person and not part of Insight’s position. The supplied context also includes a filing by Romulus Capital III L.P., but it does not provide a basis for determining a change in Insight’s holdings.

### What to Watch Next
- Any subsequent ownership filing that reports changes in Insight’s share count, percentage, or voting and dispositive powers.
- Changes in the Class A share-count denominator, which could affect the reported percentage even if Insight’s shares remain unchanged.
- Any later disclosure clarifying Insight’s investment intentions or voting arrangements; neither is detailed here.

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