Occudo Quantitative Strategies’s Everforth Inc EFOR Stock Holding History

Occudo Quantitative Strategies’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	$515K	Buy	+28,845	New	+$705K	0.03%	501
2025 Q3	–	Sell	-19,874	Closed	-$992K	–	664
2025 Q2	$992K	Buy	19,874 +13,928	+234%	+$761K	0.11%	239
2025 Q1	$375K	Sell	5,946 -6,319	-52%	-$486K	0.05%	429
2024 Q4	$1.02M	Buy	12,265 +5,456	+80%	+$498K	0.18%	163
2024 Q3	$635K	Sell	6,809 -6,777	-50%	-$629K	0.12%	225
2024 Q2	$1.2M	Buy	+13,586	New	+$1.3M	0.21%	133
2023 Q4	–	Sell	-8,270	Closed	-$675K	–	792
2023 Q3	$675K	Buy	+8,270	New	+$659K	0.09%	398
2023 Q2	–	Sell	-4,362	Closed	-$361K	–	1009
2023 Q1	$361K	Sell	4,362 -5,578	-56%	-$484K	0.03%	603
2022 Q4	$810K	Buy	+9,940	New	+$872K	0.09%	351

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 $3.38T AUM 44.17% 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

Occudo Quantitative Strategies's EFOR Position: Q2 2026 in Review

Occudo Quantitative Strategies opened a new position in Everforth Inc (EFOR) in Q2 2026: 28,845 shares worth $515K. The stake represents 0.03% of the portfolio and ranks #501 among its holdings. This is a return to the name: Occudo Quantitative Strategies previously reported a position in EFOR as recently as Q2 2025.

Occudo Quantitative Strategies first reported a position in EFOR in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.2M in Q2 2024. 247 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

Occudo Quantitative Strategies held 28,845 shares of Everforth Inc worth $515K as of Q2 2026.
Everforth Inc was a new Occudo Quantitative Strategies position in Q2 2026.
Everforth Inc made up 0.03% of Occudo Quantitative Strategies's portfolio in Q2 2026, its #501 holding.
Occudo Quantitative Strategies first reported a position in Everforth Inc in Q4 2022 and has held it in 9 quarters since.
Occudo Quantitative Strategies's Everforth Inc position peaked at $1.2M in Q2 2024.
247 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.