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Everforth Inc

EFOR
Exchange
NYSE
Industry
Services-Help Supply Services
SEC CIK
0000890564

No open-market purchases or sales by Everforth Inc insiders were filed in the last 90 days; 247 institutions reported holding it in 13F filings for Q2 2026, worth $774.1M in total; no superinvestor holds it.

Q4 2023 vs. Q3 2023

How the institutions holding Everforth Inc changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of EFOR: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders2615277+21
Shares45.1M968.1K44.3M+173.7K (+0.4%)
Value$3.69B$79.1M$4.27B+$653.2M (+18.1%)

5 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (48)

Institutions that held Everforth Inc at the end of Q4 2023 but not at the end of Q3 2023.

Institutions new to EFOR in Q4 2023
InstitutionSharesValue% of portfolio
Pathstone Holdings, LLC880,535$84.7M0.46%
Castleark Management LLC37,480$3.60M0.16%
Susquehanna Portfolio Strategies, LLC28,479$2.74M0.05%
State of Tennessee, Treasury Department28,107$2.70M0.01%
Twinbeech Capital LP24,841$2.39M0.04%
Allianz Asset Management GmbH10,353$995.6K0.00%
Vise Technologies, Inc.5,399$519.2K0.11%
Gotham Asset Management, LLC5,391$518.5K0.01%
Higgins & Schmidt Wealth Strategies LLC4,912$472.4K0.38%
MQS Management LLC4,825$464.0K0.26%
Engineers Gate Manager LP4,538$436.4K0.01%
Y-Intercept (Hong Kong) Ltd3,891$374.2K0.03%
Smith Group Asset Management, LLC3,503$336.9K0.02%
Cipher Capital LP3,150$302.9K0.10%
Centiva Capital, LP2,985$287.1K0.02%
Kapitalo Investimentos Ltda2,675$257.3K0.05%
Axq Capital, LP2,650$254.9K0.07%
Profund Advisors LLC2,455$236.1K0.01%
Prelude Capital Management, LLC2,164$208.1K0.02%
Keebeck Alpha, LP2,164$208.1K0.16%
Kathmere Capital Management, LLC2,162$207.9K0.03%
Oppenheimer Asset Management Inc.2,110$202.9K0.00%
Quest Partners LLC1,182$113.7K0.02%
Aquatic Capital Management LLC1,000$96.0K0.00%
Contravisory Investment Management, Inc.272$26.2K0.01%
SYSTM Wealth Solutions LLC237$22.8K0.00%
Planning Capital Management Corp143$13.8K0.01%
GAMMA Investing LLC57$5.29K0.00%
Cetera Trust Company, N.A55$5.29K0.00%
Exchange Traded Concepts, LLC47$4.52K0.00%
Turtle Creek Wealth Advisors, LLC44$4.23K0.00%
Farther Finance Advisors, LLC43$4.13K0.00%
Ronald Blue Trust, Inc.48$4.00K0.00%
Wetzel Investment Advisors, Inc.44$4.00K0.00%
Principal Securities, Inc.35$3.37K0.00%
EntryPoint Capital, LLC34$3.27K0.00%
Northwest Financial Advisors32$3.08K0.00%
Baystate Wealth Management LLC30$2.88K0.00%
WealthCollab, LLC24$2.31K0.00%
Private Wealth Management Group, LLC23$2.21K0.00%
Advisory Services Network, LLC22$2.12K0.00%
Sandy Spring Bank20$1.92K0.00%
DiNuzzo Private Wealth, Inc.11$1.06K0.00%
Global Retirement Partners, LLC11$9920.00%
Horizon Investments, LLC4$3850.00%
Bruce G. Allen Investments, LLC3$2890.00%
Valued Wealth Advisors LLC3$2460.00%
Smartleaf Asset Management LLC2$00.00%

Sold out (27)

Institutions that held Everforth Inc at the end of Q3 2023 and filed for Q4 2023 without it.

Not filed for Q4 2023 yet (5)

Institutions that held Everforth Inc at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding EFOR in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Pathstone Family Office, LLC919,155$75.1M
First Republic Investment Management, Inc.30,425$2.49M
Virginia Retirement Systems Et Al15,400$1.26M
Advisor Partners II, LLC3,039$248.2K
Steward Financial Group LLC34$2.00K