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Security record · archived quarter

EFOR

Everforth, Inc. · Technology · Information Technology Services

38.74 +3.5% mkt cap $1.59B quote delayed (FMP) · as of Oct 13 15:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
105Tracked holders
+1Δ holders
33.07MShares held
$1.59BReported value
+1New positions
−0Exits
Stable Conviction score 52/100 6 quarters of rising tracked shares ●●●●●● How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +1.0% · share flow -2.8% · net new positions +1.0% — formula
Ownership fragmentation — more holders, smaller aggregate stake

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 86 -8 31.84M $570.47M +8 −16
Q1 2026 97 -9 33.18M $1.28B +5 −14
Q4 2025 105 +1 33.07M $1.59B +1 —
Q3 2025 18 +1 19.87M $940.81M +1 −1
Q2 2025 15 0 19.86M $991.86M — —
Q1 2025 12 -1 4.92M $309.62M +1 −2
Q4 2024 13 +1 4.78M $398.34M +2 −1
Q3 2024 11 +2 2.64M $246.26M +2 —
Q2 2024 9 — 2.47M $217.68M — —
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock ✦ (passive) 5.63M -3.1% $271.10M 0.0% ▼ Trim 3 SEC ↗ ×16
2 The Vanguard Group ✦ (passive) 5.17M -1.8% $249.09M 0.0% ▼ Trim 3 SEC ↗ ×5
3 Dimensional Fund Advisors Lp 1.77M — $85.48M 0.0% n/c 1 SEC ↗ ×5
4 State Street Global Advisors ✦ (passive) 1.65M -1.9% $79.62M 0.0% ▼ Trim 5 SEC ↗
5 Invesco Ltd. 1.64M — $78.89M 0.0% n/c 1 SEC ↗ ×6
6 Geode Capital Management ✦ (passive) 1.32M -1.2% $63.72M 0.0% ▼ Trim 7 SEC ↗ ×2
7 Bamco Inc /Ny/ 1.31M — $63.14M 0.2% n/c 1 SEC ↗
8 Nomura Asset Management… 1.24M — $59.94M 0.1% n/c 1 SEC ↗
9 AQR Capital Management ✦ 922.59K +38.1% $44.44M 0.0% ▲ Add 7 SEC ↗ ×6
10 D. E. Shaw & Co. ✦ 917.30K +77.1% $44.19M 0.0% ▲ Add 7 SEC ↗ ×2
11 Hotchkis & Wiley Capital Management… 710.80K — $34.24M 0.1% n/c 1 SEC ↗
12 Goldman Sachs Group ✦ 635.45K +1.5% $30.61M 0.0% ▲ Add 2 SEC ↗ ×2
13 Fidelity (FMR) ✦ 627.49K -65.0% $30.23M 0.0% ▼ Trim 3 SEC ↗ ×3
14 Northern Trust Corp 542.84K — $26.15M 0.0% n/c 1 SEC ↗ ×8
15 Morgan Stanley ✦ 514.83K -9.3% $24.80M 0.0% ▼ Trim 2 SEC ↗ ×7
16 Charles Schwab Investment… 492.91K — $23.74M 0.0% n/c 1 SEC ↗
17 Ameriprise Financial Inc 461.43K — $22.23M 0.0% n/c 1 SEC ↗ ×3
18 Millennium Management ✦ 409.78K +5.2% $19.74M 0.0% ▲ Add 6 SEC ↗
19 Allianz Asset Management GmbH 370.18K — $17.83M 0.0% n/c 1 SEC ↗
20 Bank Of America Corp /De/ 321.48K — $15.49M 0.0% n/c 1 SEC ↗ ×7
21 Jennison Associates Llc 320.16K — $15.42M 0.0% n/c 1 SEC ↗ ×2
22 Renaissance Technologies ✦ 310.49K +46.1% $14.96M 0.0% ▲ Add 5 SEC ↗
23 Prudential Financial Inc 288.35K — $13.89M 0.0% n/c 1 SEC ↗ ×2
24 Bank of New York Mellon Corp 279.05K — $13.44M 0.0% n/c 1 SEC ↗ ×11
25 FIL Ltd 250.00K — $12.04M 0.0% n/c 1 SEC ↗
26 Deutsche Bank Ag\ 236.70K — $11.40M 0.0% n/c 1 SEC ↗ ×4
27 Pacer Advisors, Inc. 236.15K — $11.38M 0.0% n/c 1 SEC ↗
28 Qube Research & Technologies Ltd 230.99K — $11.13M 0.0% n/c 1 SEC ↗
29 Citadel Advisors ✦ 226.64K +178.3% $10.92M 0.0% ▲ Add 7 SEC ↗ ×2
30 Two Sigma Investments ✦ 220.97K +276.0% $10.64M 0.0% ▲ Add 2 SEC ↗
31 Federated Hermes, Inc. 211.60K — $10.19M 0.0% n/c 1 SEC ↗ ×2
32 Citigroup Inc 210.96K — $10.16M 0.0% n/c 1 SEC ↗ ×4
33 Hrt Financial Lp 206.02K — $9.92M 0.0% n/c 1 SEC ↗
34 Barclays Plc 202.78K — $9.77M 0.0% n/c 1 SEC ↗ ×2
35 Balyasny Asset Management L.P. 167.17K — $8.05M 0.0% n/c 1 SEC ↗
36 Sei Investments Co 166.31K — $8.01M 0.0% n/c 1 SEC ↗ ×2
37 Principal Financial Group Inc 160.57K — $7.73M 0.0% n/c 1 SEC ↗ ×2
38 JPMorgan Chase ✦ 149.41K -75.5% $7.20M 0.0% ▼ Trim 2 SEC ↗ ×6
39 Rhumbline Advisers 146.14K — $7.04M 0.0% n/c 1 SEC ↗
40 Victory Capital Management Inc 138.25K — $6.66M 0.0% n/c 1 SEC ↗
41 Susquehanna International Group, Llp 137.96K — $6.65M 0.0% n/c 1 SEC ↗
42 Bridgewater Associates ✦ 119.38K +8.5% $5.75M 0.0% ▲ Add 4 SEC ↗
43 UBS AM, a distinct business unit of… 98.64K — $4.75M 0.0% n/c 1 SEC ↗ ×9
44 Nuveen, LLC 97.35K — $4.69M 0.0% n/c 1 SEC ↗ ×2
45 Voya Investment Management Llc 93.16K — $4.49M 0.0% n/c 1 SEC ↗ ×3
46 First Trust Advisors Lp 89.45K — $4.31M 0.0% n/c 1 SEC ↗
47 Tudor Investment Corp Et Al 89.42K — $4.31M 0.0% n/c 1 SEC ↗
48 UBS Group AG 89.15K — $4.29M 0.0% n/c 1 SEC ↗ ×2
49 Alliancebernstein L.P. 86.45K — $4.16M 0.0% n/c 1 SEC ↗
50 Swiss National Bank 86.40K — $4.16M 0.0% n/c 1 SEC ↗
51 Legal & General Group Plc 67.29K — $3.24M 0.0% n/c 1 SEC ↗ ×3
52 Russell Investments Group, Ltd. 62.93K — $3.03M 0.0% n/c 1 SEC ↗ ×9
53 Boston Partners 57.34K — $2.76M 0.0% n/c 1 SEC ↗
54 American Century Companies Inc 52.25K — $2.52M 0.0% n/c 1 SEC ↗
55 Creative Planning 51.35K — $2.47M 0.0% n/c 1 SEC ↗
56 Wells Fargo & Company/Mn 51.31K — $2.47M 0.0% n/c 1 SEC ↗ ×3
57 Universal- Beteiligungs- und… 45.78K — $2.21M 0.0% n/c 1 SEC ↗
58 T. Rowe Price ✦ 44.60K -48.2% $2.15M 0.0% ▼ Trim 7 SEC ↗
59 Holocene Advisors, LP 41.28K — $1.99M 0.0% n/c 1 SEC ↗
60 Manufacturers Life Insurance… 41.20K — $1.98M 0.0% n/c 1 SEC ↗
61 California State Teachers… 41.19K — $1.98M 0.0% n/c 1 SEC ↗
62 Assenagon Asset Management S.A. 32.12K — $1.55M 0.0% n/c 1 SEC ↗
63 Lazard Asset Management Llc 31.05K — $1.50M 0.0% n/c 1 SEC ↗
64 Hsbc Holdings Plc 30.57K — $1.48M 0.0% n/c 1 SEC ↗ ×4
65 Marshall Wace ✦ 30.16K +76.2% $1.45M 0.0% ▲ Add 6 SEC ↗ ×2
66 Mackenzie Financial Corp 29.46K — $1.45M 0.0% n/c 1 SEC ↗
67 Jane Street Group, Llc 27.60K — $1.33M 0.0% n/c 1 SEC ↗ ×3
68 Quantinno Capital Management LP 25.88K — $1.25M 0.0% n/c 1 SEC ↗
69 Mitsubishi UFJ Trust & Banking Corp 21.55K — $1.04M 0.0% n/c 1 SEC ↗
70 Janus Henderson Group Plc 19.71K — $949,236 0.0% n/c 1 SEC ↗
71 MIRAE ASSET GLOBAL ETFS HOLDINGS… 19.35K — $931,993 0.0% n/c 1 SEC ↗
72 Envestnet Asset Management Inc 17.21K — $829,247 0.0% n/c 1 SEC ↗
73 Man Group plc 16.50K — $794,805 0.0% n/c 1 SEC ↗
74 State Of Wisconsin Investment Board 14.67K — $706,558 0.0% n/c 1 SEC ↗
75 New York State Common Retirement… 14.05K — $676,740 0.0% n/c 1 SEC ↗
76 Canada Pension Plan Investment Board 13.00K — $626,210 0.0% n/c 1 SEC ↗
77 Bnp Paribas Financial Markets 12.19K — $587,192 0.0% n/c 1 SEC ↗
78 Arrowstreet Capital ✦ 11.71K New $563,878 0.0% New 1 SEC ↗
79 State Board Of Administration Of… 10.87K — $523,704 0.0% n/c 1 SEC ↗
80 Zurcher Kantonalbank (Zurich… 10.65K — $513,203 0.0% n/c 1 SEC ↗
81 Wealth Enhancement Advisory… 10.36K — $504,483 0.0% n/c 1 SEC ↗
82 Cwm, Llc 10.27K — $495,000 0.0% n/c 1 SEC ↗
83 Tidal Investments LLC 10.13K — $488,203 0.0% n/c 1 SEC ↗
84 Bank Of Montreal /Can/ 9.96K — $480,014 0.0% n/c 1 SEC ↗ ×4
85 ProShare Advisors LLC 9.33K — $449,473 0.0% n/c 1 SEC ↗
86 Lido Advisors, LLC 8.06K — $381,759 0.0% n/c 1 SEC ↗
87 Cerity Partners LLC 6.83K — $328,904 0.0% n/c 1 SEC ↗ ×2
88 Gotham Asset Management ✦ 6.41K -82.6% $308,770 0.0% ▼ Trim 7 SEC ↗
89 Pictet Asset Management Holding SA 6.26K — $301,352 0.0% n/c 1 SEC ↗
90 Pnc Financial Services Group, Inc. 6.17K — $296,967 0.0% n/c 1 SEC ↗ ×4
91 Mercer Global Advisors Inc /Adv 5.85K — $281,746 0.0% n/c 1 SEC ↗
92 Mariner, LLC 5.44K — $261,996 0.0% n/c 1 SEC ↗
93 Us Bancorp \De\ 4.74K — $228,470 0.0% n/c 1 SEC ↗ ×2
94 Ensign Peak Advisors, Inc 2.60K — $125,483 0.0% n/c 1 SEC ↗
95 Royal Bank Of Canada 2.21K — $107,000 0.0% n/c 1 SEC ↗ ×5
96 Osaic Holdings, Inc. 751 — $36,176 0.0% n/c 1 SEC ↗
97 Rockefeller Capital Management L.P. 685 — $32,997 0.0% n/c 1 SEC ↗ ×2
98 Nomura Asset Management Co Ltd 660 — $31,792 0.0% n/c 1 SEC ↗
99 BNP Paribas Asset Management… 627 — $30,000 0.0% n/c 1 SEC ↗
100 Danske Bank A/S 500 — $24,085 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Arrowstreet Capital $563,878 0.0%

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 246 holders, 42.55M shares, $1.62B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API