Y-Intercept (HK)’s Everforth Inc EFOR Stock Holding History

Y-Intercept (HK)’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	$432K	Buy	+13,144	New	+$366K	0.01%	1331
2026 Q1	–	Sell	-50,096	Closed	-$2.41M	–	1539
2025 Q4	$2.41M	Buy	+50,096	New	+$2.31M	0.05%	532
2025 Q2	–	Sell	-11,304	Closed	-$712K	–	1621
2025 Q1	$712K	Buy	+11,304	New	+$870K	0.05%	545
2024 Q1	–	Sell	-3,891	Closed	-$374K	–	1354
2023 Q4	$374K	Buy	+3,891	New	+$340K	0.03%	737
2023 Q1	–	Sell	-7,026	Closed	-$572K	–	1163
2022 Q4	$572K	Buy	+7,026	New	+$616K	0.08%	386

Other funds holding EFOR

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

New South Capital Management Memphis, Tennessee $1.53B AUM 36.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Y-Intercept (HK)'s EFOR Position: Q3 2026 in Review

Y-Intercept (HK) opened a new position in Everforth Inc (EFOR) in Q3 2026: 13,144 shares worth $432K. The stake represents 0.01% of the portfolio and ranks #1331 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in EFOR as recently as Q4 2025.

Y-Intercept (HK) first reported a position in EFOR in Q4 2022 and has held it in 5 quarters since. The position peaked at $2.41M in Q4 2025. 152 funds tracked by Wall St. Rank hold EFOR as of Q3 2026.

Y-Intercept (HK) held 13,144 shares of Everforth Inc worth $432K as of Q3 2026.
Everforth Inc was a new Y-Intercept (HK) position in Q3 2026.
Everforth Inc made up 0.01% of Y-Intercept (HK)'s portfolio in Q3 2026, its #1331 holding.
Y-Intercept (HK) first reported a position in Everforth Inc in Q4 2022 and has held it in 5 quarters since.
Y-Intercept (HK)'s Everforth Inc position peaked at $2.41M in Q4 2025.
152 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.