HI
EFOR

Horizon Investments’s Everforth Inc EFOR Stock Holding History

Horizon Investments’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 		$695K Buy
+17,962
New +$801K 0.01% 795
2025
Q4 		– Sell
-10,880
Closed -$515K – 1307
2025
Q3 		$515K Buy
+10,880
New +$555K 0.01% 834
2024
Q4 		– Sell
-8
Closed -$746 – 871
2024
Q3 		$746 Hold
8
– – ﹤0.01% 806
2024
Q2 		$705 Hold
8
– – ﹤0.01% 778
2024
Q1 		$838 Buy
8
+4
+100% +$387 ﹤0.01% 762
2023
Q4 		$385 Buy
+4
New +$349 ﹤0.01% 771

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

Horizon Investments's EFOR Position: Q1 2026 in Review

Horizon Investments opened a new position in Everforth Inc (EFOR) in Q1 2026: 17,962 shares worth $695K. The stake represents 0.01% of the portfolio and ranks #795 among its holdings. This is a return to the name: Horizon Investments previously reported a position in EFOR as recently as Q3 2025.

Horizon Investments first reported a position in EFOR in Q4 2023 and has held it in 6 quarters since. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Horizon Investments held 17,962 shares of Everforth Inc worth $695K as of Q1 2026.
  • Everforth Inc was a new Horizon Investments position in Q1 2026.
  • Everforth Inc made up 0.01% of Horizon Investments's portfolio in Q1 2026, its #795 holding.
  • Horizon Investments first reported a position in Everforth Inc in Q4 2023 and has held it in 6 quarters since.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.