Assenagon Asset Management
EFOR

Assenagon Asset Management’s Everforth Inc EFOR Stock Holding History

Assenagon Asset 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 		– Sell
-18,312
Closed -$709K – 1166
2026
Q1 		$709K Sell
18,312
-13,813
-43% -$616K ﹤0.01% 952
2025
Q4 		$1.55M Hold
32,125
– – ﹤0.01% 861
2025
Q3 		$1.52M Hold
32,125
– – ﹤0.01% 859
2025
Q2 		$1.6M Hold
32,125
– – ﹤0.01% 826
2025
Q1 		$2.02M Hold
32,125
– – ﹤0.01% 758
2024
Q4 		$2.68M Buy
32,125
+8,368
+35% +$764K ﹤0.01% 855
2024
Q3 		$2.21M Buy
23,757
+2,305
+11% +$214K ﹤0.01% 945
2024
Q2 		$1.89M Buy
21,452
+18,366
+595% +$1.75M ﹤0.01% 925
2024
Q1 		$323K Sell
3,086
-18,658
-86% -$1.8M ﹤0.01% 1276
2023
Q4 		$2.09M Sell
21,744
-69,547
-76% -$6.07M 0.01% 907
2023
Q3 		$7.46M Sell
91,291
-39,191
-30% -$3.12M 0.02% 457
2023
Q2 		$9.87M Buy
130,482
+121,546
+1,360% +$8.74M 0.03% 364
2023
Q1 		$739K Buy
8,936
+852
+11% +$73.9K ﹤0.01% 1133
2022
Q4 		$659K Buy
8,084
+3,558
+79% +$312K ﹤0.01% 1131
2022
Q3 		$409K Sell
4,526
-42,986
-90% -$4.17M ﹤0.01% 1137
2022
Q2 		$4.29M Buy
+47,512
New +$4.87M 0.02% 592
2020
Q4 		– Sell
-26,668
Closed -$1.7M – 1009
2020
Q3 		$1.7M Buy
+26,668
New +$1.83M 0.01% 625
2020
Q1 		– Sell
-15,002
Closed -$1.06M – 785
2019
Q4 		$1.06M Buy
+15,002
New +$979K 0.01% 572
2019
Q3 		– Sell
-18,400
Closed -$1.11M – 838
2019
Q2 		$1.11M Buy
+18,400
New +$1.11M 0.01% 688

Other funds holding EFOR

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

Assenagon Asset Management's EFOR Position: Q2 2026 in Review

Assenagon Asset Management sold out of Everforth Inc (EFOR) in Q2 2026, closing a stake of 18,312 shares — an estimated $709K sold.

Assenagon Asset Management first reported a position in EFOR in Q2 2019 and held it in 19 quarters. The position peaked at $9.87M in Q2 2023. 36 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • Assenagon Asset Management reported no remaining Everforth Inc position as of Q2 2026 after selling out during the quarter.
  • Assenagon Asset Management sold 18,312 Everforth Inc shares in Q2 2026, an estimated $709K.
  • Assenagon Asset Management first reported a position in Everforth Inc in Q2 2019 and held it in 19 quarters.
  • Assenagon Asset Management's Everforth Inc position peaked at $9.87M in Q2 2023.
  • 36 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on Assenagon Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.