Запись по ценной бумаге · архивный квартал
EFOR
Everforth, Inc. · Technology · Information Technology Services
97Отслеживаемые держатели
-9Δ держателей
33.18MАкций в держании
$1.28BОтчётная стоимость
+5Новые позиции
−14Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей -8.5% ·
поток акций +8.7% ·
новые чистые позиции -9.3%
— формула
Концентрированное накопление — рост доли акций у меньшего числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| 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 | — | — |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (пассивный) | 6.67M | +18.5% | $258.16M | 0.0% | ▲ Add | 4 | SEC ↗ ×15 |
| 2 | AQR Capital Management ✦ | 2.53M | +174.3% | $97.96M | 0.0% | ▲ Add | 8 | SEC ↗ ×10 |
| 3 | Dimensional Fund Advisors Lp | 1.90M | +6.8% | $73.36M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 4 | Invesco Ltd. | 1.79M | +9.5% | $69.43M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 5 | Vanguard Capital Management Llc | 1.76M | — | $68.00M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | State Street Global Advisors ✦ (пассивный) | 1.74M | +5.4% | $67.46M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 7 | Geode Capital Management ✦ (пассивный) | 1.37M | +3.7% | $53.09M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 8 | Nomura Asset Management… | 1.10M | -11.4% | $42.67M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 9 | Bamco Inc /Ny/ | 1.06M | -19.1% | $41.06M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 10 | Goldman Sachs Group ✦ | 891.97K | +40.4% | $34.53M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 11 | Schroder Investment Management Group | 887.69K | — | $33.95M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 696.43K | +35.3% | $26.96M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 13 | Fidelity (FMR) ✦ | 691.83K | +10.2% | $26.78M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 14 | Hotchkis & Wiley Capital Management… | 686.13K | -3.5% | $26.56M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 15 | Charles Schwab Investment… | 579.65K | +17.6% | $22.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | D. E. Shaw & Co. ✦ | 577.85K | -37.0% | $22.37M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 17 | Ameriprise Financial Inc | 544.54K | +18.0% | $21.08M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Allianz Asset Management GmbH | 513.98K | +38.9% | $19.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Point72 Asset Management ✦ | 504.64K | Новый | $19.53M | 0.0% | New | 1 | SEC ↗ |
| 20 | Northern Trust Corp | 481.88K | -11.2% | $18.65M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 21 | FIL Ltd | 466.00K | +86.4% | $18.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Boston Partners | 390.03K | +580.2% | $15.12M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 23 | Bank Of America Corp /De/ | 364.06K | +13.2% | $14.09M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 24 | Prudential Financial Inc | 335.79K | +16.4% | $13.00M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 25 | Pacer Advisors, Inc. | 310.49K | +31.5% | $12.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 292.18K | +95.5% | $11.17M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 27 | Principal Financial Group Inc | 286.36K | +78.3% | $11.08M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 28 | Sei Investments Co | 266.31K | +60.1% | $10.31M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 29 | Bank of New York Mellon Corp | 251.04K | -10.0% | $9.72M | 0.0% | ▼ Trim | 2 | SEC ↗ ×9 |
| 30 | Deutsche Bank Ag\ | 240.78K | +1.7% | $9.32M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 31 | Citigroup Inc | 202.43K | -4.0% | $7.84M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 32 | Federated Hermes, Inc. | 183.28K | -13.4% | $7.09M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 33 | Bnp Paribas Financial Markets | 179.81K | +1375.1% | $6.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Victory Capital Management Inc | 154.78K | +11.9% | $5.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Two Sigma Investments ✦ | 138.70K | -37.2% | $5.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | UBS Group AG | 129.49K | +45.3% | $5.01M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 37 | Russell Investments Group, Ltd. | 120.87K | +92.1% | $4.68M | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 38 | UBS AM, a distinct business unit of… | 111.42K | +13.0% | $4.31M | 0.0% | ▲ Add | 2 | SEC ↗ ×9 |
| 39 | Barclays Plc | 103.46K | -49.0% | $4.00M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 40 | Nuveen, LLC | 100.95K | +3.7% | $3.91M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 41 | Legal & General Group Plc | 99.00K | +47.1% | $3.83M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 42 | First Trust Advisors Lp | 98.28K | +9.9% | $3.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Man Group plc | 94.88K | +475.1% | $3.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Voya Investment Management Llc | 88.08K | -5.5% | $3.41M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 45 | Swiss National Bank | 84.50K | -2.2% | $3.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Quantinno Capital Management LP | 68.56K | +164.9% | $2.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Renaissance Technologies ✦ | 66.29K | -78.7% | $2.57M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 48 | Alliancebernstein L.P. | 53.21K | -38.5% | $2.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Balyasny Asset Management L.P. | 62.26K | -62.8% | $2.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | American Century Companies Inc | 60.16K | +15.1% | $2.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | California State Teachers… | 51.93K | +26.1% | $2.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | T. Rowe Price ✦ | 51.86K | +16.3% | $2.01M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 53 | Mackenzie Financial Corp | 48.64K | +65.1% | $1.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Creative Planning | 45.60K | -11.2% | $1.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Lazard Asset Management Llc | 40.19K | +29.4% | $1.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Universal- Beteiligungs- und… | 38.93K | -15.0% | $1.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Caisse De Depot Et Placement Du… | 34.60K | Новый | $1.34M | 0.0% | New | 1 | SEC ↗ |
| 58 | Mariner, LLC | 32.94K | +505.8% | $1.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Cerity Partners LLC | 30.59K | +348.1% | $1.18M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 60 | Susquehanna International Group, Llp | 28.83K | -79.1% | $1.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Envestnet Asset Management Inc | 27.27K | +58.4% | $1.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Holocene Advisors, LP | 26.24K | -36.4% | $1.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | Robeco Institutional Asset… | 20.87K | Новый | $807,800 | 0.0% | New | 1 | SEC ↗ |
| 64 | Cwm, Llc | 20.23K | +97.0% | $783,297 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Janus Henderson Group Plc | 19.71K | 0.0% | $763,586 | 0.0% | Held | 2 | SEC ↗ |
| 66 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 19.56K | +1.1% | $757,013 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Manufacturers Life Insurance… | 19.25K | -53.3% | $745,206 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | Assenagon Asset Management S.A. | 18.31K | -43.0% | $708,858 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | Wells Fargo & Company/Mn | 17.08K | -66.7% | $661,300 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 70 | Zurcher Kantonalbank (Zurich… | 16.86K | +58.3% | $652,689 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | State Of Wisconsin Investment Board | 16.10K | +9.8% | $623,308 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Wealth Enhancement Advisory… | 25.55K | +146.6% | $588,445 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Franklin Resources Inc | 14.99K | Новый | $580,417 | 0.0% | New | 1 | SEC ↗ ×3 |
| 74 | Mercer Global Advisors Inc /Adv | 14.27K | +143.9% | $552,276 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | New York State Common Retirement… | 14.05K | 0.0% | $543,837 | 0.0% | Held | 2 | SEC ↗ |
| 76 | Canada Pension Plan Investment Board | 11.90K | -8.5% | $460,649 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 77 | State Board Of Administration Of… | 10.87K | 0.0% | $420,855 | 0.0% | Held | 2 | SEC ↗ |
| 78 | Mitsubishi UFJ Trust & Banking Corp | 10.56K | -51.0% | $408,932 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 79 | Fifth Third Bancorp | 9.55K | +2856.7% | $369,674 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Focus Partners Wealth | 9.35K | Новый | $361,861 | 0.0% | New | 1 | SEC ↗ |
| 81 | Hsbc Holdings Plc | 8.60K | -71.9% | $334,372 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 82 | Pnc Financial Services Group, Inc. | 7.42K | +20.3% | $287,189 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 83 | Pictet Asset Management Holding SA | 7.33K | +17.1% | $283,667 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | ProShare Advisors LLC | 6.50K | -30.4% | $251,421 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 85 | Bank Of Montreal /Can/ | 6.01K | -39.7% | $232,607 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 86 | Lido Advisors, LLC | 5.38K | -33.2% | $208,299 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 87 | Us Bancorp \De\ | 4.13K | -13.0% | $159,718 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 88 | Ensign Peak Advisors, Inc | 2.60K | 0.0% | $100,840 | 0.0% | Held | 2 | SEC ↗ |
| 89 | Royal Bank Of Canada | 1.56K | -29.2% | $61,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 90 | Nomura Asset Management Co Ltd | 1.48K | +124.2% | $57,291 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 91 | Osaic Holdings, Inc. | 1.00K | +33.6% | $38,825 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 92 | Rockefeller Capital Management L.P. | 952 | +39.0% | $36,851 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 93 | BNP Paribas Asset Management… | 833 | +32.9% | $32,245 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 94 | Jones Financial Companies Lllp | 766 | +167.8% | $28,771 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 95 | Northwestern Mutual Wealth… | 57 | 0.0% | $2,206 | 0.0% | Held | 2 | SEC ↗ |
| 96 | Mitsubishi UFJ Asset Management… | 38 | 0.0% | $1,471 | 0.0% | Held | 2 | SEC ↗ |
| 97 | TD Waterhouse Canada Inc. | 12 | 0.0% | $462 | 0.0% | Held | 2 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Point72 Asset Management | $19.53M | 0.0% |
| Caisse De Depot Et Placement… | $1.34M | 0.0% |
| Robeco Institutional Asset… | $807,800 | 0.0% |
| Franklin Resources Inc | $580,417 | 0.0% |
| Focus Partners Wealth | $361,861 | 0.0% |
Закрыто
| Millennium Management | $19.74M | составлял 0.0% |
| Jennison Associates Llc | $15.42M | составлял 0.0% |
| Qube Research & Technologies… | $11.13M | составлял 0.0% |
| Citadel Advisors | $10.92M | составлял 0.0% |
| Hrt Financial Lp | $9.92M | составлял 0.0% |
| Rhumbline Advisers | $7.04M | составлял 0.0% |
| Bridgewater Associates | $5.75M | составлял 0.0% |
| Tudor Investment Corp Et Al | $4.31M | составлял 0.0% |
| Marshall Wace | $1.45M | составлял 0.0% |
| Jane Street Group, Llc | $1.33M | составлял 0.0% |
| Arrowstreet Capital | $563,878 | составлял 0.0% |
| Tidal Investments LLC | $488,203 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 246 держатели, 42.55M акции, $1.62B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые держатели данной ценной бумаги — количество случаев совместного владения, а не фундаментальные взаимосвязи.
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q1 2026 ·
Методология ·
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