Capital Fund Management (CFM)
EFOR icon

Capital Fund Management (CFM)’s Everforth Inc EFOR Stock Holding History

Capital Fund Management (CFM)’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 		$1.93M Buy
+107,988
New +$2.64M 0.01% 1453
2019
Q4 		– Sell
-9,800
Closed -$616K – 1807
2019
Q3 		$616K Buy
+9,800
New +$605K 0.01% 1175
2019
Q1 		– Sell
-11,700
Closed -$638K – 1649
2018
Q4 		$638K Sell
11,700
-13,100
-53% -$854K 0.01% 1266
2018
Q3 		$1.96M Buy
24,800
+21,200
+589% +$1.83M 0.01% 1126
2018
Q2 		$281K Buy
+3,600
New +$295K ﹤0.01% 1810
2017
Q4 		– Sell
-19,100
Closed -$1.02M – 1787
2017
Q3 		$1.02M Buy
+19,100
New +$956K 0.01% 961
2014
Q1 		– Sell
-17,694
Closed -$618K – 1681
2013
Q4 		$618K Buy
17,694
+1,995
+13% +$66.5K 0.01% 1185
2013
Q3 		$518K Buy
+15,699
New +$487K 0.01% 1139

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

Capital Fund Management (CFM)'s EFOR Position: Q2 2026 in Review

Capital Fund Management (CFM) opened a new position in Everforth Inc (EFOR) in Q2 2026: 107,988 shares worth $1.93M. The stake represents 0.01% of the portfolio and ranks #1453 among its holdings. This is a return to the name: Capital Fund Management (CFM) previously reported a position in EFOR as recently as Q3 2019.

Capital Fund Management (CFM) first reported a position in EFOR in Q3 2013 and has held it in 8 quarters since. The position peaked at $1.96M in Q3 2018. 247 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • Capital Fund Management (CFM) held 107,988 shares of Everforth Inc worth $1.93M as of Q2 2026.
  • Everforth Inc was a new Capital Fund Management (CFM) position in Q2 2026.
  • Everforth Inc made up 0.01% of Capital Fund Management (CFM)'s portfolio in Q2 2026, its #1453 holding.
  • Capital Fund Management (CFM) first reported a position in Everforth Inc in Q3 2013 and has held it in 8 quarters since.
  • Capital Fund Management (CFM)'s Everforth Inc position peaked at $1.96M in Q3 2018.
  • 247 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2026, filed 13 Aug 2026.