ACM
EFOR

Aquatic Capital Management’s Everforth Inc EFOR Stock Holding History

Aquatic Capital Management’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
Q2 		$1.5M Buy
+84,216
New +$2.06M 0.05% 445
2026
Q1 		– Sell
-17,486
Closed -$842K – 1357
2025
Q4 		$842K Sell
17,486
-13,915
-44% -$641K 0.02% 590
2025
Q3 		$1.49M Buy
31,401
+14,242
+83% +$727K 0.03% 563
2025
Q2 		$857K Sell
17,159
-8,750
-34% -$478K 0.02% 692
2025
Q1 		$1.63M Buy
25,909
+16,706
+182% +$1.29M 0.04% 464
2024
Q4 		$767K Buy
+9,203
New +$840K 0.02% 616
2024
Q1 		– Sell
-1,000
Closed -$96K – 1216
2023
Q4 		$96K Buy
+1,000
New +$87.3K ﹤0.01% 1014
2023
Q3 		– Sell
-3,200
Closed -$242K – 1232
2023
Q2 		$242K Buy
3,200
+2,000
+167% +$144K 0.01% 620
2023
Q1 		$99K Hold
1,200
– – 0.01% 751
2022
Q4 		$98K Buy
+1,200
New +$105K 0.01% 880
2022
Q3 		– Sell
-3,100
Closed -$280K – 1165
2022
Q2 		$280K Buy
3,100
+3,000
+3,000% +$308K 0.09% 268
2022
Q1 		$12K Hold
100
– – 0.02% 614
2021
Q4 		$12K Buy
+100
New +$12.2K 0.02% 737

Other funds holding EFOR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Aquatic Capital Management's EFOR Position: Q2 2026 in Review

Aquatic Capital Management opened a new position in Everforth Inc (EFOR) in Q2 2026: 84,216 shares worth $1.5M. The stake represents 0.05% of the portfolio and ranks #445 among its holdings. This is a return to the name: Aquatic Capital Management previously reported a position in EFOR as recently as Q4 2025.

Aquatic Capital Management first reported a position in EFOR in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.63M in Q1 2025. 247 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • Aquatic Capital Management held 84,216 shares of Everforth Inc worth $1.5M as of Q2 2026.
  • Everforth Inc was a new Aquatic Capital Management position in Q2 2026.
  • Everforth Inc made up 0.05% of Aquatic Capital Management's portfolio in Q2 2026, its #445 holding.
  • Aquatic Capital Management first reported a position in Everforth Inc in Q4 2021 and has held it in 13 quarters since.
  • Aquatic Capital Management's Everforth Inc position peaked at $1.63M in Q1 2025.
  • 247 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on Aquatic Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.