Walleye Capital’s Everforth Inc EFOR Stock Holding History

Walleye 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	-3,500	Closed	-$166K	–	4543
2025 Q3	$166K	Buy	3,500 +200	+6%	+$10.2K	﹤0.01%	3436
2025 Q2	$165K	Buy	+3,300	New	+$180K	﹤0.01%	3501

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

Walleye Capital's EFOR Position: Q4 2025 in Review

Walleye Capital sold out of Everforth Inc (EFOR) in Q4 2025, closing a stake of 43,522 shares — an estimated $2.06M sold.

Walleye Capital first reported a position in EFOR in Q3 2024 and held it in 3 quarters. The position peaked at $2.18M in Q2 2025. 275 funds tracked by Wall St. Rank hold EFOR as of Q4 2025.

Walleye Capital reported no remaining Everforth Inc position as of Q4 2025 after selling out during the quarter.
Walleye Capital sold 43,522 Everforth Inc shares in Q4 2025, an estimated $2.06M.
Walleye Capital first reported a position in Everforth Inc in Q3 2024 and held it in 3 quarters.
Walleye Capital's Everforth Inc position peaked at $2.18M in Q2 2025.
275 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2025.

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