Qube Research & Technologies (QRT)
EFOR

Qube Research & Technologies (QRT)’s Everforth Inc EFOR Stock Holding History

Qube Research & Technologies (QRT)’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
-230,991
Closed -$11.1M – 3522
2025
Q4 		$11.1M Sell
230,991
-45,051
-16% -$2.08M 0.01% 1276
2025
Q3 		$13.1M Buy
276,042
+79,671
+41% +$4.06M 0.01% 1150
2025
Q2 		$9.8M Buy
196,371
+95,576
+95% +$5.22M 0.01% 1300
2025
Q1 		$6.35M Buy
100,795
+50,391
+100% +$3.88M 0.01% 1410
2024
Q4 		$4.2M Buy
50,404
+36,951
+275% +$3.37M 0.01% 1574
2024
Q3 		$1.25M Sell
13,453
-115,169
-90% -$10.7M ﹤0.01% 1948
2024
Q2 		$11.3M Buy
128,622
+118,687
+1,195% +$11.3M 0.02% 857
2024
Q1 		$1.04M Sell
9,935
-11,139
-53% -$1.08M ﹤0.01% 2124
2023
Q4 		$2.03M Sell
21,074
-3,070
-13% -$268K ﹤0.01% 1518
2023
Q3 		$1.97M Buy
24,144
+7,544
+45% +$601K 0.01% 1395
2023
Q2 		$1.26M Sell
16,600
-16,196
-49% -$1.16M ﹤0.01% 1215
2023
Q1 		$2.71M Buy
+32,796
New +$2.84M 0.01% 883
2022
Q4 		– Sell
-3,042
Closed -$275K – 2452
2022
Q3 		$275K Buy
+3,042
New +$295K ﹤0.01% 1659
2022
Q1 		– Sell
-6,633
Closed -$819K – 2425
2021
Q4 		$819K Buy
+6,633
New +$811K 0.01% 1306
2021
Q3 		– Sell
-5,533
Closed -$536K – 2183
2021
Q2 		$536K Buy
5,533
+2,915
+111% +$298K 0.01% 1257
2021
Q1 		$250K Sell
2,618
-561
-18% -$51.8K ﹤0.01% 1550
2020
Q4 		$266K Sell
3,179
-6,805
-68% -$523K ﹤0.01% 1404
2020
Q3 		$635K Buy
+9,984
New +$687K 0.01% 955

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

Qube Research & Technologies (QRT)'s EFOR Position: Q1 2026 in Review

Qube Research & Technologies (QRT) sold out of Everforth Inc (EFOR) in Q1 2026, closing a stake of 230,991 shares — an estimated $11.1M sold.

Qube Research & Technologies (QRT) first reported a position in EFOR in Q3 2020 and held it in 18 quarters. The position peaked at $13.1M in Q3 2025. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Qube Research & Technologies (QRT) reported no remaining Everforth Inc position as of Q1 2026 after selling out during the quarter.
  • Qube Research & Technologies (QRT) sold 230,991 Everforth Inc shares in Q1 2026, an estimated $11.1M.
  • Qube Research & Technologies (QRT) first reported a position in Everforth Inc in Q3 2020 and held it in 18 quarters.
  • Qube Research & Technologies (QRT)'s Everforth Inc position peaked at $13.1M in Q3 2025.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Qube Research & Technologies (QRT)'s 13F filing for Q1 2026, filed 15 May 2026.