Balyasny Asset Management
EFOR

Balyasny Asset Management’s Everforth Inc EFOR Stock Holding History

Balyasny 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
Q1 		$2.41M Sell
62,261
-104,908
-63% -$4.68M ﹤0.01% 1700
2025
Q4 		$8.05M Sell
167,169
-79,990
-32% -$3.69M 0.01% 1139
2025
Q3 		$11.7M Sell
247,159
-23,946
-9% -$1.22M 0.01% 973
2025
Q2 		$13.5M Buy
271,105
+249,816
+1,173% +$13.6M 0.02% 828
2025
Q1 		$1.34M Sell
21,289
-87,037
-80% -$6.7M ﹤0.01% 1874
2024
Q4 		$9.03M Buy
108,326
+49,376
+84% +$4.51M 0.01% 1004
2024
Q3 		$5.5M Buy
58,950
+52,593
+827% +$4.88M 0.01% 1216
2024
Q2 		$560K Sell
6,357
-58,358
-90% -$5.58M ﹤0.01% 2020
2024
Q1 		$6.78M Buy
64,715
+62,033
+2,313% +$6M 0.01% 1102
2023
Q4 		$258K Sell
2,682
-8,990
-77% -$785K ﹤0.01% 2227
2023
Q3 		$953K Sell
11,672
-24,374
-68% -$1.94M ﹤0.01% 1577
2023
Q2 		$2.73M Buy
36,046
+17,412
+93% +$1.25M 0.01% 1273
2023
Q1 		$1.54M Buy
18,634
+3,932
+27% +$341K ﹤0.01% 1554
2022
Q4 		$1.2M Sell
14,702
-23,684
-62% -$2.08M ﹤0.01% 1588
2022
Q3 		$3.47M Buy
38,386
+1,520
+4% +$147K 0.01% 1205
2022
Q2 		$3.33M Buy
36,866
+33,095
+878% +$3.39M 0.01% 1125
2022
Q1 		$440K Sell
3,771
-3,342
-47% -$379K ﹤0.01% 1841
2021
Q4 		$878K Sell
7,113
-5,787
-45% -$708K ﹤0.01% 1482
2021
Q3 		$1.46M Buy
+12,900
New +$1.36M 0.01% 1234
2021
Q2 		– Sell
-7,028
Closed -$671K – 1947
2021
Q1 		$671K Buy
+7,028
New +$649K ﹤0.01% 1346
2020
Q4 		– Sell
-8,076
Closed -$513K – 1308
2020
Q3 		$513K Buy
+8,076
New +$556K ﹤0.01% 1101
2019
Q2 		– Sell
-21,118
Closed -$1.34M – 1456
2019
Q1 		$1.34M Buy
21,118
+13,648
+183% +$853K 0.01% 936
2018
Q4 		$407K Buy
+7,470
New +$487K ﹤0.01% 1148
2018
Q3 		– Sell
-11,816
Closed -$924K – 1648
2018
Q2 		$924K Buy
+11,816
New +$967K ﹤0.01% 1156

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

Balyasny Asset Management's EFOR Position: Q1 2026 in Review

Balyasny Asset Management reduced its Everforth Inc (EFOR) stake by 63% in Q1 2026, selling an estimated $4.68M and leaving 62,261 shares worth $2.41M. The position accounts for ﹤0.01% of the portfolio, ranked #1700.

Balyasny Asset Management first reported a position in EFOR in Q2 2018 and has held it in 24 quarters since. The position peaked at $13.5M in Q2 2025. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Balyasny Asset Management held 62,261 shares of Everforth Inc worth $2.41M as of Q1 2026.
  • Balyasny Asset Management sold 104,908 Everforth Inc shares in Q1 2026, an estimated $4.68M.
  • Everforth Inc made up ﹤0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #1700 holding.
  • Balyasny Asset Management first reported a position in Everforth Inc in Q2 2018 and has held it in 24 quarters since.
  • Balyasny Asset Management's Everforth Inc position peaked at $13.5M in Q2 2025.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

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