Jacobs Levy Equity Management’s Everforth Inc EFOR Stock Holding History

Jacobs Levy Equity Management’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	$10.5M	Buy	+584,996	New	+$14.3M	0.04%	308
2019 Q1	–	Sell	-6,000	Closed	-$327K	–	953
2018 Q4	$327K	Buy	+6,000	New	+$391K	0.01%	799
2016 Q4	–	Sell	-8,210	Closed	-$298K	–	956
2016 Q3	$298K	Buy	+8,210	New	+$305K	0.01%	809
2016 Q1	–	Sell	-5,860	Closed	-$263K	–	1103
2015 Q4	$263K	Hold	5,860	–	–	0.01%	669
2015 Q3	$216K	Buy	+5,860	New	+$223K	﹤0.01%	707
2014 Q3	–	Sell	-10,839	Closed	-$386K	–	822
2014 Q2	$386K	Sell	10,839 -14,890	-58%	-$533K	0.01%	675
2014 Q1	$993K	Buy	+25,729	New	+$863K	0.02%	540

Other funds holding EFOR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jacobs Levy Equity Management's EFOR Position: Q2 2026 in Review

Jacobs Levy Equity Management opened a new position in Everforth Inc (EFOR) in Q2 2026: 584,996 shares worth $10.5M. The stake represents 0.04% of the portfolio and ranks #308 among its holdings. This is a return to the name: Jacobs Levy Equity Management previously reported a position in EFOR as recently as Q4 2018.

Jacobs Levy Equity Management first reported a position in EFOR in Q1 2014 and has held it in 7 quarters since. 248 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

Jacobs Levy Equity Management held 584,996 shares of Everforth Inc worth $10.5M as of Q2 2026.
Everforth Inc was a new Jacobs Levy Equity Management position in Q2 2026.
Everforth Inc made up 0.04% of Jacobs Levy Equity Management's portfolio in Q2 2026, its #308 holding.
Jacobs Levy Equity Management first reported a position in Everforth Inc in Q1 2014 and has held it in 7 quarters since.
248 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2026, filed 14 Aug 2026.