EverforthEFOR
13F holders, Q2 2026 (June 30)247holders −1
73new positions
74sold out
7famous investors
$17.91avg. 13F price*
At the end of Q2 2026, 247 institutions reported holding Everforth Inc. (EFOR) in their 13F filings, down 1 from Q1 2026. 73 opened new positions and 74 sold out. The largest holders were BlackRock, Inc. ($133.3M), Vanguard Portfolio Management LLC ($58.8M) and AQR Capital Management ($37.8M). 7 famous investors held it, including Ron Baron (0.0% of Baron Capital (BAMCO)'s portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- Everforth Inc.
- CUSIP
- 00191U102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 73 | $73.0M |
| Exits | 74 | $177.4M |
All 13F filers, Q1 2026 → Q2 2026: 9,824,418 shares bought and 9,698,357 shares sold, net +126,061 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 247 holders
| BlackRock, Inc. | 0.00% | Add +11.9% | 7,461,705 | $133.3M |
| Vanguard Portfolio Management LLC | 0.00% | Add +0.2% | 3,289,850 | $58.8M |
| AQR Capital Management | 0.01% | Reduce -16.4% | 2,114,423 | $37.8M |
| D. E. Shaw & Co. | 0.02% | Add +232.8% | 1,923,057 | $34.4M |
| State Street Corp. | 0.00% | Add +5.9% | 1,845,006 | $33.0M |
| Vanguard Capital Management LLC | 0.00% | Add +0.8% | 1,770,787 | $31.6M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -14.2% | 1,626,085 | $29.1M |
| Geode Capital Management, LLC | 0.00% | Add +0.2% | 1,373,422 | $24.5M |
| Pathstone Holdings, LLC | 0.07% | Add +6.5% | 1,280,177 | $22.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +28.5% | 1,146,390 | $20.5M |
| Baron Capital (BAMCO) | 0.02% | Reduce -14.1% | 910,800 | $16.3M |
| Ameriprise Financial Inc. | 0.00% | Add +64.7% | 896,710 | $16.0M |
| Hotchkis & Wiley Capital Management LLC | 0.04% | Add +19.2% | 817,919 | $14.6M |
| New South Capital Management Inc. | 0.62% | New | 792,624 | $14.2M |
| Morgan Stanley | 0.00% | Add +10.4% | 768,988 | $13.7M |
| Systematic Financial Management LP | 0.25% | Add +30.6% | 711,516 | $12.7M |
| Allianz Asset Management GmbH | 0.01% | Add +28.4% | 660,144 | $11.8M |
| Jacobs Levy Equity Management, Inc. | 0.04% | New | 584,996 | $10.5M |
| Glenmede Trust Co. NA | 0.04% | Add +164.7% | 555,440 | $9.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -7.0% | 538,930 | $9.6M |
| Point72 Asset Management | 0.02% | Add +5.0% | 529,793 | $9.5M |
| Bank of America Corp. | 0.00% | Add +40.8% | 512,563 | $9.2M |
| Prudential Financial Inc. | 0.01% | Add +49.7% | 502,827 | $9.0M |
| Northern Trust Corp. | 0.00% | Add +1.7% | 489,856 | $8.8M |
| Invesco Ltd. | 0.00% | Reduce -74.3% | 460,838 | $8.2M |
| JPMorgan Chase & Co. | 0.00% | Add +45.8% | 425,847 | $8.0M |
| FIL Ltd | 0.01% | Reduce -7.7% | 430,000 | $7.7M |
| Pacer Advisors, Inc. | 0.02% | Add +19.0% | 369,436 | $6.6M |
| Nuveen, LLC | 0.00% | Add +227.4% | 330,562 | $5.9M |
| Aristotle Capital Boston, LLC | 0.39% | Reduce -7.0% | 325,014 | $5.8M |
| Edgestream Partners, L.P. | 0.16% | New | 308,870 | $5.5M |
| Principal Financial Group Inc. | 0.00% | Reduce -0.9% | 283,885 | $5.1M |
| Vanguard Fiduciary Trust Co. | 0.00% | Reduce -1.5% | 270,082 | $4.8M |
| Creative Planning | 0.00% | Add +490.6% | 269,324 | $4.8M |
| Intrinsic Edge Capital Management LLC | 0.55% | New | 250,000 | $4.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -5.9% | 236,189 | $4.2M |
| UBS Group AG | 0.00% | Add +68.1% | 217,633 | $3.9M |
| Victory Capital Management Inc. | 0.00% | Add +37.9% | 213,437 | $3.8M |
| Sei Investments Co. | 0.00% | Reduce -33.3% | 177,774 | $3.2M |
| First Trust Advisors LP | 0.00% | Add +64.2% | 161,412 | $2.9M |
| Millennium Management | 0.00% | New | 159,149 | $2.8M |
| Citadel Advisors | 0.00% | New | 153,476 | $2.7M |
| Mariner, LLC | 0.00% | Add +344.9% | 146,526 | $2.6M |
| Public Sector Pension Investment Board | 0.01% | Reduce -7.8% | 140,813 | $2.5M |
| Boothbay Fund Management, LLC | 0.05% | New | 134,138 | $2.4M |
| Two Sigma Investments, LP | 0.00% | Reduce -3.7% | 133,622 | $2.4M |
| Bessemer Group Inc. | 0.00% | Add +0.1% | 128,563 | $2.3M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +394.2% | 127,104 | $2.3M |
| Alliancebernstein L.P. | 0.00% | Add +9.1% | 58,054 | $2.2M |
| Rhumbline Advisers | 0.00% | New | 123,183 | $2.2M |
| Vanguard Global Advisers, LLC | 0.00% | Add +134.8% | 115,637 | $2.1M |
| Capital Fund Management S.A. | 0.01% | New | 107,988 | $1.9M |
| Quantinno Capital Management LP | 0.00% | Add +51.0% | 103,500 | $1.8M |
| Public Employees Retirement System of Ohio | 0.01% | Add +35.0% | 100,690 | $1.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -9.8% | 100,542 | $1.8M |
| Legal & General Group Plc | 0.00% | Reduce -5.1% | 93,942 | $1.7M |
| VARCOV Co. | 0.63% | Add +553.0% | 92,486 | $1.7M |
| Bleakley Financial Group, LLC | 0.02% | New | 89,746 | $1.6M |
| Tweedy, Browne Co LLC | 0.12% | New | 87,577 | $1.6M |
| Exchange Traded Concepts, LLC | 0.01% | New | 87,577 | $1.6M |
| BNP Paribas Financial Markets | 0.00% | Reduce -51.7% | 86,799 | $1.6M |
| Citigroup Inc. | 0.00% | Reduce -58.1% | 84,903 | $1.5M |
| Aquatic Capital Management LLC | 0.05% | New | 84,216 | $1.5M |
| Swiss National Bank | 0.00% | Reduce -6.9% | 78,700 | $1.4M |
| Tudor Investment Corporation | 0.01% | New | 76,836 | $1.4M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -42.0% | 70,113 | $1.3M |
| Prosight Management, LP | 0.21% | New | 67,500 | $1.2M |
| Savant Capital, LLC | 0.00% | New | 66,693 | $1.2M |
| AE Wealth Management LLC | 0.01% | New | 66,161 | $1.2M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | New | 66,000 | $1.2M |
| Brevan Howard Capital Management LP | 0.02% | Add +599.3% | 63,991 | $1.1M |
| XTX Topco Ltd | 0.01% | Add +330.3% | 61,221 | $1.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +13.9% | 59,071 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Add +87.6% | 54,086 | $967K |
| American Century Companies Inc. | 0.00% | Reduce -10.4% | 53,884 | $963K |
| Norden Group LLC | 0.08% | New | 52,284 | $934K |
| Deutsche Bank AG | 0.00% | Reduce -78.8% | 50,923 | $910K |
| California State Teachers Retirement System | 0.00% | Reduce -2.6% | 50,602 | $904K |
| Larson Financial Group LLC | 0.02% | New | 50,435 | $901K |
| Wealthspire Advisors, LLC | 0.00% | New | 50,000 | $894K |
| New York State Teachers Retirement System | 0.00% | Add +0.5% | 49,592 | $886K |
| Ieq Capital, LLC | 0.00% | Add +11.4% | 49,065 | $877K |
| Drive Wealth Management, LLC | 0.15% | New | 46,727 | $835K |
| Militia Capital Management LLC | 0.15% | New | 45,500 | $813K |
| Commonwealth Equity Services, LLC | 0.00% | New | 44,101 | $788K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -21.1% | 42,486 | $759K |
| FMR LLC | 0.00% | Reduce -93.9% | 42,383 | $757K |
| STRS Ohio | 0.00% | New | 42,100 | $752K |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +15.5% | 40,897 | $731K |
| Ossiam | 0.01% | No change | 39,800 | $711K |
| Gsa Capital Partners LLP | 0.04% | New | 39,084 | $698K |
| Wells Fargo & Company | 0.00% | Add +114.0% | 36,559 | $653K |
| Cerity Partners LLC | 0.00% | Add +18.4% | 36,230 | $647K |
| Caisse de depot et placement du Quebec | 0.00% | No change | 34,600 | $618K |
| Franklin Resources Inc. | 0.00% | Add +127.6% | 34,121 | $610K |
| Man Group plc | 0.00% | Reduce -64.1% | 34,034 | $608K |
| Federated Hermes, Inc. | 0.00% | Reduce -82.7% | 31,722 | $567K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +21.2% | 30,974 | $543K |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -16.8% | 29,911 | $534K |
| Wedmont Private Capital | 0.01% | New | 30,060 | $527K |
"% of holder's portfolio" is EFOR's weight in each manager's 13F, not the share of Everforth Inc. the manager owns.