Holocene Advisors
EFOR

Holocene Advisors’s Everforth Inc EFOR Stock Holding History

Holocene Advisors’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
-26,241
Closed -$1.02M – 813
2026
Q1 		$1.02M Sell
26,241
-15,040
-36% -$670K ﹤0.01% 664
2025
Q4 		$1.99M Sell
41,281
-5,592
-12% -$258K ﹤0.01% 503
2025
Q3 		$2.22M Sell
46,873
-30,275
-39% -$1.54M 0.01% 516
2025
Q2 		$3.85M Buy
77,148
+6,590
+9% +$360K 0.01% 451
2025
Q1 		$4.45M Buy
70,558
+32,374
+85% +$2.49M 0.01% 410
2024
Q4 		$3.18M Sell
38,184
-3,631
-9% -$332K 0.01% 479
2024
Q3 		$3.9M Buy
41,815
+13,587
+48% +$1.26M 0.02% 417
2024
Q2 		$2.49M Buy
28,228
+10,722
+61% +$1.02M 0.01% 460
2024
Q1 		$1.83M Buy
17,506
+2,829
+19% +$274K 0.01% 591
2023
Q4 		$1.41M Sell
14,677
-17,055
-54% -$1.49M 0.01% 578
2023
Q3 		$2.59M Buy
31,732
+2,351
+8% +$187K 0.01% 515
2023
Q2 		$2.22M Buy
29,381
+14,822
+102% +$1.07M 0.01% 522
2023
Q1 		$1.2M Buy
+14,559
New +$1.26M 0.01% 561
2020
Q2 		– Sell
-11,899
Closed -$420K – 609
2020
Q1 		$420K Buy
+11,899
New +$674K ﹤0.01% 574
2019
Q3 		– Sell
-7,312
Closed -$443K – 702
2019
Q2 		$443K Buy
7,312
+3,473
+90% +$209K 0.01% 491
2019
Q1 		$244K Buy
+3,839
New +$240K ﹤0.01% 584

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 $3.37T 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

Holocene Advisors's EFOR Position: Q2 2026 in Review

Holocene Advisors sold out of Everforth Inc (EFOR) in Q2 2026, closing a stake of 26,241 shares — an estimated $1.02M sold.

Holocene Advisors first reported a position in EFOR in Q1 2019 and held it in 16 quarters. The position peaked at $4.45M in Q1 2025. 248 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • Holocene Advisors reported no remaining Everforth Inc position as of Q2 2026 after selling out during the quarter.
  • Holocene Advisors sold 26,241 Everforth Inc shares in Q2 2026, an estimated $1.02M.
  • Holocene Advisors first reported a position in Everforth Inc in Q1 2019 and held it in 16 quarters.
  • Holocene Advisors's Everforth Inc position peaked at $4.45M in Q1 2025.
  • 248 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on Holocene Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.