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EFOR

2Xideas’s Everforth Inc EFOR Stock Holding History

2Xideas’s Portfolio EFOR Stock Details EFOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$694K Sell
17,939
-34,435
-66% -$1.53M 0.27% 47
2025
Q4 		$2.52M Buy
52,374
+21,599
+70% +$996K 0.71% 41
2025
Q3 		$1.46M Buy
+30,775
New +$1.57M 0.31% 55

Other funds holding EFOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

2Xideas's EFOR Position: Q1 2026 in Review

2Xideas reduced its Everforth Inc (EFOR) stake by 66% in Q1 2026, selling an estimated $1.53M and leaving 17,939 shares worth $694K. The position accounts for 0.27% of the portfolio, ranked #47.

2Xideas first reported a position in EFOR in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.52M in Q4 2025. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • 2Xideas held 17,939 shares of Everforth Inc worth $694K as of Q1 2026.
  • 2Xideas sold 34,435 Everforth Inc shares in Q1 2026, an estimated $1.53M.
  • Everforth Inc made up 0.27% of 2Xideas's portfolio in Q1 2026, its #47 holding.
  • 2Xideas first reported a position in Everforth Inc in Q3 2025 and has held it in 3 quarters since.
  • 2Xideas's Everforth Inc position peaked at $2.52M in Q4 2025.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on 2Xideas's 13F filing for Q1 2026, filed 11 May 2026.