TwinBeech Capital’s Everforth Inc EFOR Stock Holding History

TwinBeech Capital’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 Q4	–	Sell	-35,575	Closed	-$1.68M	–	589
2025 Q3	$1.68M	Sell	35,575 -681	-2%	-$34.7K	0.07%	251
2025 Q2	$1.81M	Buy	+36,256	New	+$1.98M	0.04%	339
2025 Q1	–	Sell	-99,620	Closed	-$8.3M	–	704
2024 Q4	$8.3M	Buy	+99,620	New	+$9.1M	0.14%	170
2024 Q3	–	Sell	-64,853	Closed	-$5.72M	–	667
2024 Q2	$5.72M	Buy	+64,853	New	+$6.2M	0.11%	207
2024 Q1	–	Sell	-24,841	Closed	-$2.39M	–	544
2023 Q4	$2.39M	Buy	+24,841	New	+$2.17M	0.04%	375
2023 Q2	–	Sell	-44,314	Closed	-$3.66M	–	586
2023 Q1	$3.66M	Buy	44,314 +35,903	+427%	+$3.11M	0.07%	289
2022 Q4	$685K	Buy	+8,411	New	+$738K	0.01%	561
2022 Q3	–	Sell	-12,703	Closed	-$1.15M	–	618
2022 Q2	$1.15M	Buy	+12,703	New	+$1.3M	0.05%	303
2020 Q4	–	Sell	-8,443	Closed	-$537K	–	425
2020 Q3	$537K	Buy	+8,443	New	+$581K	0.12%	246

Other funds holding EFOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

TwinBeech Capital's EFOR Position: Q4 2025 in Review

TwinBeech Capital sold out of Everforth Inc (EFOR) in Q4 2025, closing a stake of 35,575 shares — an estimated $1.68M sold.

TwinBeech Capital first reported a position in EFOR in Q3 2020 and held it in 9 quarters. The position peaked at $8.3M in Q4 2024. 275 funds tracked by Wall St. Rank hold EFOR as of Q4 2025.

TwinBeech Capital reported no remaining Everforth Inc position as of Q4 2025 after selling out during the quarter.
TwinBeech Capital sold 35,575 Everforth Inc shares in Q4 2025, an estimated $1.68M.
TwinBeech Capital first reported a position in Everforth Inc in Q3 2020 and held it in 9 quarters.
TwinBeech Capital's Everforth Inc position peaked at $8.3M in Q4 2024.
275 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2025.

Based on TwinBeech Capital's 13F filing for Q4 2025, filed 17 Feb 2026.