Versant Capital Management
EFOR icon

Versant Capital Management’s Everforth Inc EFOR Stock Holding History

Versant Capital Management’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
Q3 		$60K Sell
1,824
-838
-31% -$23.3K 0.01% 1279
2026
Q2 		$47.6K Buy
2,662
+1,356
+104% +$33.1K ﹤0.01% 1392
2026
Q1 		$50.6K Buy
1,306
+951
+268% +$42.4K 0.01% 1239
2025
Q4 		$17.1K Sell
355
-621
-64% -$28.6K ﹤0.01% 1735
2025
Q3 		$46.2K Buy
976
+924
+1,777% +$47.1K 0.01% 1083
2025
Q2 		$2.6K Sell
52
-435
-89% -$23.8K ﹤0.01% 2334
2025
Q1 		$30.7K Buy
487
+459
+1,639% +$35.3K 0.01% 1098
2024
Q4 		$2.33K Hold
28
– – ﹤0.01% 2024
2024
Q3 		$2.61K Buy
28
+6
+27% +$557 ﹤0.01% 1501
2024
Q2 		$1.94K Hold
22
– – ﹤0.01% 1517
2024
Q1 		$2.3K Hold
22
– – ﹤0.01% 1300
2023
Q4 		$2.12K Hold
22
– – ﹤0.01% 1265
2023
Q3 		$1.8K Hold
22
– – ﹤0.01% 1350
2023
Q2 		$1.66K Buy
+22
New +$1.58K ﹤0.01% 1439
2020
Q1 		– Sell
-136
Closed -$9K – 1304
2019
Q4 		$9K Sell
136
-4
-3% -$261 ﹤0.01% 723
2019
Q3 		$8K Sell
140
-82
-37% -$5.06K ﹤0.01% 782
2019
Q2 		$13K Sell
222
-167
-43% -$10K 0.01% 626
2019
Q1 		$24K Sell
389
-64
-14% -$4K 0.01% 522
2018
Q4 		$24K Hold
453
– – 0.01% 458
2018
Q3 		$35K Sell
453
-247
-35% -$21.3K 0.01% 408
2018
Q2 		$54K Buy
+700
New +$57.3K 0.02% 276

Other funds holding EFOR

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
New South Capital Management
New South Capital Management Memphis, Tennessee $1.53B AUM 36.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Tweedy, Browne Co
Tweedy, Browne Co Stamford, Connecticut $1.23B AUM 16.54% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Versant Capital Management's EFOR Position: Q3 2026 in Review

Versant Capital Management reduced its Everforth Inc (EFOR) stake by 31% in Q3 2026, selling an estimated $23.3K and leaving 1,824 shares worth $60K. The position accounts for 0.01% of the portfolio, ranked #1279.

Versant Capital Management first reported a position in EFOR in Q2 2018 and has held it in 21 quarters since. 122 funds tracked by Wall St. Rank hold EFOR as of Q3 2026.

  • Versant Capital Management held 1,824 shares of Everforth Inc worth $60K as of Q3 2026.
  • Versant Capital Management sold 838 Everforth Inc shares in Q3 2026, an estimated $23.3K.
  • Everforth Inc made up 0.01% of Versant Capital Management's portfolio in Q3 2026, its #1279 holding.
  • Versant Capital Management first reported a position in Everforth Inc in Q2 2018 and has held it in 21 quarters since.
  • 122 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2026.

Based on Versant Capital Management's 13F filing for Q3 2026, filed 2 Oct 2026.