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
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 $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

Holocene Advisors's EFOR Position: Q1 2026 in Review

Holocene Advisors reduced its Everforth Inc (EFOR) stake by 36% in Q1 2026, selling an estimated $670K and leaving 26,241 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #664.

Holocene Advisors first reported a position in EFOR in Q1 2019 and has held it in 16 quarters since. The position peaked at $4.45M in Q1 2025. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Holocene Advisors held 26,241 shares of Everforth Inc worth $1.02M as of Q1 2026.
  • Holocene Advisors sold 15,040 Everforth Inc shares in Q1 2026, an estimated $670K.
  • Everforth Inc made up ﹤0.01% of Holocene Advisors's portfolio in Q1 2026, its #664 holding.
  • Holocene Advisors first reported a position in Everforth Inc in Q1 2019 and has held it in 16 quarters since.
  • Holocene Advisors's Everforth Inc position peaked at $4.45M in Q1 2025.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Holocene Advisors's 13F filing for Q1 2026, filed 15 May 2026.