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Everforth Inc hedge fund holdings

EFORNYSE
$34.25-1.94 (-5.36%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

EFOR · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-28.5%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 202593123$207M$222M262Aug 14, 2025
Q3 202512691$233M$240M275Nov 14, 2025
Q4 202594120$168M$229M255Feb 14, 2026
Q1 2026123110$302M$191M235May 15, 2026
Q2 2026125113$156M$162M234Aug 14, 2026

Quarterly action breakdown

Q2 2026
234 filers
New position
62
$53.5M+2.99M sh
Increased
63
$102M+5.72M sh
Reduced
53
-$90.8M-5.08M sh
Out / sold
60
-$71.6M-4M sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Reinhart Partners, LLC.Sell 100%-$63.9M$00.00%Jul 8, 2026
Schroder Investment Management GroupSell 100%-$33.9M$00.00%Aug 13, 2026
Nomura Asset Management International Inc.Reduce 97.44%-$19.2M$504K0.00%Aug 14, 2026
Incline Global Management LLCSell 100%-$17M$00.00%Aug 14, 2026
New South Capital Management IncNew Buy+$14.2M$14.2M0.62%Aug 10, 2026
Edgestream Partners, L.P.New Buy+$5.52M$5.52M0.16%Aug 11, 2026
Congress Asset Management CoSell 100%-$4.85M$00.00%Jul 7, 2026
Intrinsic Edge Capital Management LLCNew Buy+$4.47M$4.47M0.46%Aug 12, 2026
Voloridge Investment Management, LLCSell 100%-$4.18M$00.00%Aug 14, 2026
Systematic Financial Management LPAdded 30.65%+$2.98M$12.7M0.25%Aug 14, 2026
Bamco IncReduce 14.14%-$2.68M$16.3M0.02%Aug 14, 2026
Hotchkis & Wiley Capital Management LLCAdded 19.21%+$2.36M$14.6M0.04%Aug 14, 2026
Capital Fund Management S.A.New Buy+$1.93M$1.93M0.01%Aug 13, 2026
Clark Estates IncSell 100%-$1.89M$00.00%Aug 5, 2026
Tweedy, Browne Co LLCNew Buy+$1.57M$1.57M0.12%Aug 7, 2026
Jackson Creek Investment Advisors LLCSell 100%-$1.44M$00.00%Aug 10, 2026
VARCOV Co.Added 553.01%+$1.4M$1.65M0.63%Aug 14, 2026
Prosight Management, LPNew Buy+$1.21M$1.21M0.21%Aug 14, 2026
First Trust Advisors LPAdded 64.24%+$1.13M$2.88M0.00%Aug 11, 2026
Pacer Advisors, Inc.Added 18.99%+$1.05M$6.6M0.02%Aug 13, 2026
Holocene Advisors, LPSell 100%-$1.02M$00.00%Aug 14, 2026
CenterBook Partners LPSell 100%-$989K$00.00%Aug 11, 2026
Norden Group LLCNew Buy+$934K$934K0.08%Jul 29, 2026
Harbor Capital Advisors, Inc.Reduce 71.39%-$838K$336K0.02%Aug 7, 2026
Militia Capital Management LLCNew Buy+$813K$813K0.02%Aug 12, 2026
Sit Investment Associates IncSell 100%-$811K$00.00%Aug 12, 2026
Picton Mahoney Asset ManagementSell 100%-$726K$00.00%Aug 13, 2026
2Xideas AGSell 100%-$694K$00.00%Aug 14, 2026
FIL LtdReduce 7.73%-$643K$7.68M0.01%Aug 13, 2026
Quantinno Capital Management LPAdded 50.96%+$624K$1.85M0.00%Aug 13, 2026
Wedmont Private CapitalNew Buy+$527K$527K0.01%Jul 13, 2026
Triad Wealth Partners, LLCNew Buy+$495K$495K0.03%Aug 10, 2026
Highland Capital Management, LLCSell 100%-$475K$00.00%Jul 21, 2026
Perigon Wealth Management, LLCNew Buy+$452K$452K0.01%Aug 7, 2026
Vise Technologies, Inc.Sell 100%-$450K$00.00%Aug 11, 2026
Illinois Municipal Retirement FundNew Buy+$449K$449K0.01%Aug 12, 2026
Aristotle Capital Boston, LLCReduce 6.98%-$436K$5.81M0.39%Aug 14, 2026
NorthCrest Asset Manangement, LLCSell 100%-$409K$00.00%Jul 15, 2026
New Mexico Educational Retirement BoardSell 100%-$395K$00.00%Jul 29, 2026
Cresset Asset Management, LLCSell 100%-$393K$00.00%Aug 14, 2026
&PartnersSell 100%-$374K$00.00%Aug 14, 2026
Optimize Financial Inc.Sell 100%-$317K$00.00%Aug 27, 2026
Ascent Group, LLCNew Buy+$312K$312K0.01%Aug 3, 2026
Fox Run Management, L.L.C.New Buy+$291K$291K0.05%Aug 4, 2026
Pictet Asset Management Holding SASell 100%-$284K$00.00%Jul 30, 2026
Swiss Life Asset Management LtdSell 100%-$254K$00.00%Jul 29, 2026
Abacus Wealth Partners, LLCNew Buy+$249K$249K0.03%Jul 22, 2026
Allstate CorpNew Buy+$247K$247K0.00%Aug 13, 2026
New Age Alpha Advisors, LLCAdded 238.62%+$244K$347K0.01%Aug 13, 2026
Maryland State Retirement & Pension SystemSell 100%-$238K$00.00%Jul 30, 2026
Semanteon Capital Management, LPNew Buy+$234K$234K1.06%Aug 12, 2026
Choreo, LLCAdded 156.14%+$233K$382K0.00%Aug 4, 2026
Public Sector Pension Investment BoardReduce 7.84%-$214K$2.52M0.01%Aug 13, 2026
Lido Advisors, LLCSell 100%-$208K$00.00%Aug 7, 2026
Thrivent Financial for LutheransReduce 21.15%-$204K$759K0.00%Aug 14, 2026
Higgins & Schmidt Wealth Strategies LLCSell 100%-$204K$00.00%Jul 16, 2026
Campbell & CO Investment Adviser LLCNew Buy+$203K$203K0.01%Aug 3, 2026
Perpetual LtdSell 100%-$201K$00.00%Jul 15, 2026
Westpac Banking CorpSell 100%-$189K$00.00%Aug 12, 2026
Ethic Inc.New Buy+$181K$181K0.00%Jul 29, 2026
United Community BankSell 100%-$159K$00.00%Aug 13, 2026
Mitsubishi UFJ Trust & Banking CorpReduce 78.32%-$148K$40.9K0.00%Aug 6, 2026
State of Alaska, Department of RevenueReduce 32.69%-$135K$278K0.00%Jul 20, 2026
CANADA LIFE ASSURANCE CoReduce 16.78%-$108K$534K0.00%Aug 13, 2026
VANGUARD ASSET MANAGEMENT, LtdAdded 15.47%+$97.9K$731K0.00%Aug 13, 2026
Fulcrum Asset Management LLPNew Buy+$57.2K$57.2K0.01%Aug 18, 2026
Mitsubishi UFJ Asset Management Co., Ltd.Added 5489.47%+$37.3K$38K0.00%Aug 7, 2026
Pinnacle Wealth Planning Services, Inc.Reduce 99.05%-$31.6K$3040.00%Aug 7, 2026
Versant Capital Management, IncAdded 103.83%+$24.2K$47.6K0.00%Jul 2, 2026
Silver Grove Financial Group, Inc.New Buy+$23.8K$23.8K0.01%Aug 13, 2026
Bayforest Capital LtdNew Buy+$22.8K$22.8K0.02%Aug 5, 2026
Matrix Trust CoSell 100%-$20K$00.00%Jul 9, 2026
Summit Securities Group LLCNew Buy+$17.9K$17.9K0.00%Aug 3, 2026
Ensign Peak Advisors, IncReduce 36.47%-$17K$29.6K0.00%Aug 14, 2026
UMB Bank, n.a.Reduce 78.09%-$12.1K$3.4K0.00%Aug 13, 2026
Yousif Capital Management, LLCReduce 4.80%-$11K$218K0.00%Jul 16, 2026
Aster Capital Management (DIFC) LtdNew Buy+$9.01K$9.01K0.00%Aug 14, 2026
Oregon Public Employees Retirement FundReduce 5.10%-$8.94K$166K0.00%Jul 29, 2026
Geneos Wealth Management Inc.New Buy+$8.94K$8.94K0.00%Aug 6, 2026
Persistent Asset Partners LtdNew Buy+$8.77K$8.77K0.00%Aug 7, 2026
Zions Bancorporation, National AssociationNew Buy+$7.93K$7.93K0.00%Jul 31, 2026
Salomon & Ludwin, LLCReduce 41.40%-$5.2K$7.36K0.00%Aug 7, 2026
MassMutual Private Wealth & Trust, FSBAdded 28300.00%+$5.06K$5.08K0.00%Jul 2, 2026
Owl Creek Wealth Partners LLCAdded 900.00%+$4.02K$4.47K0.00%Jul 20, 2026
GHP Investment Advisors, Inc.Sell 100%-$2.13K$00.00%Jul 20, 2026
BNP PARIBAS ASSET MANAGEMENT Holding S.A.Added 12.97%+$1.93K$16.8K0.00%Aug 13, 2026
Bessemer Group IncAdded 0.07%+$1.54K$2.3M0.00%Aug 12, 2026
Keating Financial Advisory Services, Inc.Added 91.11%+$1.47K$3.07K0.00%Aug 11, 2026
Huntington National BankAdded 3000.00%+$536$5540.00%Aug 13, 2026
DV Equities, LLCSell 100%-$482$00.00%Aug 14, 2026
Mather Group, LLC.Sell 100%-$465$00.00%Jul 27, 2026
Cornerstone Financial Management LLCNew Buy+$447$4470.00%Aug 28, 2026
Bruce G. Allen Investments, LLCSell 100%-$426$00.00%Jul 31, 2026
Bell Investment Advisors, IncReduce 67.74%-$376$1790.00%Aug 7, 2026
JFS Wealth Advisors, LLCAdded 200.00%+$358$5370.00%Jul 10, 2026
Farmers & Merchants Investments IncReduce 50.00%-$357$3570.00%Jul 20, 2026
Quarry LPAdded 42.11%+$286$9650.00%Aug 14, 2026
TD Private Client Wealth LLCSell 100%-$271$00.00%Aug 4, 2026
Torren Management, LLCSell 100%-$271$00.00%Jul 10, 2026
CENTRAL TRUST CoReduce 26.67%-$215$5900.00%Jul 31, 2026

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