Simplex Trading
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Simplex Trading’s Everforth Inc EFOR Stock Holding History

Simplex Trading’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 		$2.02K Buy
+113
New +$2.76K ﹤0.01% 8631
2025
Q4 		– Sell
-3,043
Closed -$144K – 8479
2025
Q3 		$144K Buy
3,043
+2,961
+3,611% +$151K ﹤0.01% 5320
2025
Q2 		$4K Buy
+82
New +$4.48K ﹤0.01% 7806
2023
Q4 		– Sell
-670
Closed -$58.5K – 8727
2023
Q3 		$54K Buy
+670
New +$53.4K ﹤0.01% 5730
2023
Q2 		– Sell
-157
Closed -$11.3K – 8908
2023
Q1 		$12K Buy
+157
New +$13.6K ﹤0.01% 7361
2022
Q3 		– Sell
-277
Closed -$24K – 9845
2022
Q2 		$24K Sell
277
-843
-75% -$86.4K ﹤0.01% 7374
2022
Q1 		$130K Sell
1,120
-310
-22% -$35.1K ﹤0.01% 5778
2021
Q4 		$176K Buy
+1,430
New +$175K ﹤0.01% 5377
2021
Q1 		– Sell
-106
Closed -$9.8K – 8747
2020
Q4 		$8K Buy
+106
New +$8.15K ﹤0.01% 7503
2019
Q2 		– Sell
-7,140
Closed -$429K – 7049
2019
Q1 		$453K Buy
+7,140
New +$446K ﹤0.01% 2758
2018
Q3 		– Sell
-396
Closed -$34.2K – 7363
2018
Q2 		$30K Buy
+396
New +$32.4K ﹤0.01% 5528
2018
Q1 		– Sell
-9,092
Closed -$681K – 6083
2017
Q4 		$584K Buy
9,092
+8,355
+1,134% +$506K 0.03% 636
2017
Q3 		$39K Buy
+737
New +$36.9K ﹤0.01% 2526
2016
Q4 		– Sell
-200
Closed -$7.95K – 5791
2016
Q3 		$7K Buy
+200
New +$7.44K ﹤0.01% 3915
2016
Q1 		– Sell
-2,497
Closed -$88.2K – 5541
2015
Q4 		$112K Buy
2,497
+2,162
+645% +$94.5K 0.01% 1266
2015
Q3 		$12K Buy
+335
New +$12.7K ﹤0.01% 3252
2015
Q1 		– Sell
-193
Closed -$7.03K – 4922
2014
Q4 		$6K Buy
+193
New +$5.8K ﹤0.01% 2931

Other funds holding EFOR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Simplex Trading's EFOR Position: Q2 2026 in Review

Simplex Trading opened a new position in Everforth Inc (EFOR) in Q2 2026: 113 shares worth $2.02K. The stake represents ﹤0.01% of the portfolio and ranks #8631 among its holdings. This is a return to the name: Simplex Trading previously reported a position in EFOR as recently as Q3 2025.

Simplex Trading first reported a position in EFOR in Q4 2014 and has held it in 17 quarters since. The position peaked at $584K in Q4 2017. 247 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • Simplex Trading held 113 shares of Everforth Inc worth $2.02K as of Q2 2026.
  • Everforth Inc was a new Simplex Trading position in Q2 2026.
  • Everforth Inc made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #8631 holding.
  • Simplex Trading first reported a position in Everforth Inc in Q4 2014 and has held it in 17 quarters since.
  • Simplex Trading's Everforth Inc position peaked at $584K in Q4 2017.
  • 247 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.