KCM
EFOR

Kennedy Capital Management’s Everforth Inc EFOR Stock Holding History

Kennedy Capital 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
2025
Q3 		– Sell
-35,243
Closed -$1.76M – 561
2025
Q2 		$1.76M Buy
35,243
+594
+2% +$32.5K 0.04% 455
2025
Q1 		$2.18M Sell
34,649
-20,731
-37% -$1.6M 0.05% 423
2024
Q4 		$4.62M Sell
55,380
-738
-1% -$67.4K 0.1% 344
2024
Q3 		$5.23M Sell
56,118
-8,986
-14% -$834K 0.12% 307
2024
Q2 		$5.74M Sell
65,104
-4,796
-7% -$458K 0.12% 281
2024
Q1 		$7.32M Sell
69,900
-34,869
-33% -$3.37M 0.15% 234
2023
Q4 		$10.1M Sell
104,769
-5,478
-5% -$478K 0.22% 157
2023
Q3 		$9M Buy
110,247
+3,787
+4% +$302K 0.22% 164
2023
Q2 		$8.05M Buy
106,460
+59,600
+127% +$4.28M 0.19% 204
2023
Q1 		$3.87M Buy
46,860
+883
+2% +$76.6K 0.11% 301
2022
Q4 		$3.75M Sell
45,977
-453
-1% -$39.7K 0.11% 324
2022
Q3 		$4.2M Buy
46,430
+54
+0.1% +$5.24K 0.12% 297
2022
Q2 		$4.18M Buy
46,376
+2,301
+5% +$236K 0.12% 305
2022
Q1 		$5.14M Sell
44,075
-420
-0.9% -$47.6K 0.12% 293
2021
Q4 		$5.49M Sell
44,495
-2,801
-6% -$343K 0.12% 324
2021
Q3 		$5.35M Buy
47,296
+567
+1% +$59.7K 0.12% 324
2021
Q2 		$4.53M Sell
46,729
-7,916
-14% -$809K 0.1% 373
2021
Q1 		$5.21M Sell
54,645
-8,721
-14% -$806K 0.1% 359
2020
Q4 		$5.29M Sell
63,366
-3,812
-6% -$293K 0.12% 327
2020
Q3 		$4.27M Sell
67,178
-52,105
-44% -$3.59M 0.12% 330
2020
Q2 		$7.95M Sell
119,283
-4,466
-4% -$237K 0.23% 130
2020
Q1 		$4.37M Buy
123,749
+25,942
+27% +$1.47M 0.16% 228
2019
Q4 		$6.94M Sell
97,807
-67,907
-41% -$4.43M 0.17% 208
2019
Q3 		$10.4M Sell
165,714
-117
-0.1% -$7.22K 0.26% 102
2019
Q2 		$10M Buy
165,831
+28,527
+21% +$1.71M 0.24% 121
2019
Q1 		$8.72M Sell
137,304
-38,295
-22% -$2.39M 0.21% 167
2018
Q4 		$9.57M Buy
175,599
+544
+0.3% +$35.5K 0.24% 114
2018
Q3 		$13.8M Buy
175,055
+85,732
+96% +$7.4M 0.26% 97
2018
Q2 		$6.98M Sell
89,323
-6,124
-6% -$501K 0.13% 291
2018
Q1 		$7.82M Sell
95,447
-37,504
-28% -$2.81M 0.15% 230
2017
Q4 		$8.54M Sell
132,951
-18,631
-12% -$1.13M 0.15% 206
2017
Q3 		$8.14M Sell
151,582
-41,703
-22% -$2.09M 0.15% 224
2017
Q2 		$10.5M Sell
193,285
-106,619
-36% -$5.48M 0.2% 162
2017
Q1 		$14.6M Sell
299,904
-225,966
-43% -$10.5M 0.25% 110
2016
Q4 		$23.2M Sell
525,870
-58,314
-10% -$2.32M 0.4% 42
2016
Q3 		$21.2M Sell
584,184
-10,220
-2% -$380K 0.41% 41
2016
Q2 		$22M Buy
594,404
+110,781
+23% +$4.08M 0.44% 31
2016
Q1 		$17.9M Buy
483,623
+47,490
+11% +$1.68M 0.36% 47
2015
Q4 		$19.6M Sell
436,133
-100,054
-19% -$4.37M 0.4% 37
2015
Q3 		$19.8M Buy
536,187
+3,246
+0.6% +$123K 0.41% 41
2015
Q2 		$20.9M Sell
532,941
-55,693
-9% -$2.13M 0.38% 52
2015
Q1 		$22.6M Sell
588,634
-62,318
-10% -$2.27M 0.4% 43
2014
Q4 		$21.6M Buy
650,952
+65,985
+11% +$1.98M 0.4% 39
2014
Q3 		$15.7M Buy
584,967
+575,266
+5,930% +$17.8M 0.31% 71
2014
Q2 		$345K Sell
9,701
-4,459
-31% -$160K 0.01% 714
2014
Q1 		$546K Buy
14,160
+5,750
+68% +$193K 0.01% 684
2013
Q4 		$294K Buy
+8,410
New +$280K 0.01% 712

Other funds holding EFOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kennedy Capital Management's EFOR Position: Q3 2025 in Review

Kennedy Capital Management sold out of Everforth Inc (EFOR) in Q3 2025, closing a stake of 35,243 shares — an estimated $1.76M sold.

Kennedy Capital Management first reported a position in EFOR in Q4 2013 and held it in 47 quarters. The position peaked at $23.2M in Q4 2016. 298 funds tracked by Wall St. Rank hold EFOR as of Q3 2025.

  • Kennedy Capital Management reported no remaining Everforth Inc position as of Q3 2025 after selling out during the quarter.
  • Kennedy Capital Management sold 35,243 Everforth Inc shares in Q3 2025, an estimated $1.76M.
  • Kennedy Capital Management first reported a position in Everforth Inc in Q4 2013 and held it in 47 quarters.
  • Kennedy Capital Management's Everforth Inc position peaked at $23.2M in Q4 2016.
  • 298 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2025.

Based on Kennedy Capital Management's 13F filing for Q3 2025, filed 13 Nov 2025.