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
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 $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

Aquatic Capital Management's EFOR Position: Q1 2026 in Review

Aquatic Capital Management sold out of Everforth Inc (EFOR) in Q1 2026, closing a stake of 17,486 shares — an estimated $842K sold.

Aquatic Capital Management first reported a position in EFOR in Q4 2021 and held it in 12 quarters. The position peaked at $1.63M in Q1 2025. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Aquatic Capital Management reported no remaining Everforth Inc position as of Q1 2026 after selling out during the quarter.
  • Aquatic Capital Management sold 17,486 Everforth Inc shares in Q1 2026, an estimated $842K.
  • Aquatic Capital Management first reported a position in Everforth Inc in Q4 2021 and held it in 12 quarters.
  • Aquatic Capital Management's Everforth Inc position peaked at $1.63M in Q1 2025.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Aquatic Capital Management's 13F filing for Q1 2026, filed 15 May 2026.