DS
EFOR

David Shaw’s Everforth Inc EFOR Stock Holding History

David Shaw’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
2014
Q1 		– Sell
-22,500
Closed -$786K – 4258
2013
Q4 		$786K Sell
22,500
-23,400
-51% -$780K ﹤0.01% 3376
2013
Q3 		$1.51M Buy
45,900
+22,500
+96% +$698K ﹤0.01% 2673
2013
Q2 		$625K Buy
+23,400
New +$589K ﹤0.01% 3082

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

David Shaw's EFOR Position: Q2 2026 in Review

David Shaw increased its Everforth Inc (EFOR) stake by 233% in Q2 2026, buying an estimated $32.9M and bringing the position to 1,923,057 shares worth $34.4M. The position accounts for 0.02% of the portfolio, ranked #970.

David Shaw first reported a position in EFOR in Q2 2013 and has held it in 34 quarters since. The position peaked at $44.2M in Q4 2025. 244 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • David Shaw held 1,923,057 shares of Everforth Inc worth $34.4M as of Q2 2026.
  • David Shaw bought 1,345,207 Everforth Inc shares in Q2 2026, an estimated $32.9M.
  • Everforth Inc made up 0.02% of David Shaw's portfolio in Q2 2026, its #970 holding.
  • David Shaw first reported a position in Everforth Inc in Q2 2013 and has held it in 34 quarters since.
  • David Shaw's Everforth Inc position peaked at $44.2M in Q4 2025.
  • 244 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.