Marshall Wace
EFOR

Marshall Wace’s Everforth Inc EFOR Stock Holding History

Marshall Wace’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 		– Sell
-30,156
Closed -$1.45M – 3174
2025
Q4 		$1.45M Buy
30,156
+13,044
+76% +$601K ﹤0.01% 1749
2025
Q3 		$810K Sell
17,112
-40,240
-70% -$2.05M ﹤0.01% 2030
2025
Q2 		$2.86M Buy
57,352
+43,316
+309% +$2.37M ﹤0.01% 1401
2025
Q1 		$885K Sell
14,036
-22,711
-62% -$1.75M ﹤0.01% 1839
2024
Q4 		$3.06M Buy
36,747
+33,829
+1,159% +$3.09M ﹤0.01% 1274
2024
Q3 		$272K Buy
+2,918
New +$271K ﹤0.01% 2191
2020
Q4 		– Sell
-11,894
Closed -$756K – 1864
2020
Q3 		$756K Buy
+11,894
New +$818K ﹤0.01% 1114
2020
Q2 		– Sell
-67,311
Closed -$2.38M – 1529
2020
Q1 		$2.38M Buy
+67,311
New +$3.81M 0.02% 574
2019
Q4 		– Sell
-164,470
Closed -$10.3M – 1679
2019
Q3 		$10.3M Sell
164,470
-195,317
-54% -$12.1M 0.08% 289
2019
Q2 		$21.8M Sell
359,787
-245,074
-41% -$14.7M 0.18% 115
2019
Q1 		$38.4M Buy
604,861
+90,732
+18% +$5.67M 0.36% 45
2018
Q4 		$28M Buy
+514,129
New +$33.5M 0.29% 68
2014
Q4 		– Sell
-13,759
Closed -$369K – 807
2014
Q3 		$369K Buy
+13,759
New +$427K 0.01% 678

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

Marshall Wace's EFOR Position: Q1 2026 in Review

Marshall Wace sold out of Everforth Inc (EFOR) in Q1 2026, closing a stake of 30,156 shares — an estimated $1.45M sold.

Marshall Wace first reported a position in EFOR in Q3 2014 and held it in 13 quarters. The position peaked at $38.4M in Q1 2019. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Marshall Wace reported no remaining Everforth Inc position as of Q1 2026 after selling out during the quarter.
  • Marshall Wace sold 30,156 Everforth Inc shares in Q1 2026, an estimated $1.45M.
  • Marshall Wace first reported a position in Everforth Inc in Q3 2014 and held it in 13 quarters.
  • Marshall Wace's Everforth Inc position peaked at $38.4M in Q1 2019.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.