$EFOR

$38.74 -$0.85 (2.15%) Close

$EFOR Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 41.0M shares outstanding

Who owns EFOR?

By type of holder

Institutions 100.0% Insiders 0.0% Everyone else 0.0%

Concentration Top 10 holders own 56.5%

BlackRock, Inc. 18.2% · Vanguard Portfolio Management LLC 8.0%

Institutional ownership

100.0%

0 pts vs last qtr

Institutional holders

245

-3 vs last qtr

Net shares bought

+7.5K

by institutions in Q2 2026

New / sold out

77 / 80

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

D. E. Shaw & Co., Inc. +1.3M
New South Capital Management Inc NEW +792.6K

Biggest sellers in Q2 2026

Reinhart Partners, LLC. SOLD OUT −1.7M
Invesco Ltd. −1.3M

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Everforth, Inc. in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

−18.9%

−2.30% a year

Each share's claim on the business

+23.3%

grew without buying or selling a share

Spent on buybacks vs paid in stock

$1.38B vs $390M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years72% 3–5 years2% 1–3 years12% Under 1 year15%

Quarterly turnover

22.7%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting EFOR on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	7.5M	18.20%	+792.6K (+11.9%)	≤2021	0.0%
Shares held by quarter Peak holding7.5M (Q2'26) Change over 8 quarters+1.6M Share of the company18.200% BlackRock, Inc.'s full portfolio →
VP Vanguard Portfolio Management LLC	3.3M	8.02%	+6.2K (+0.2%)	≤2021	0.0%
Shares held by quarter Peak holding3.3M (Q2'26) Change over 8 quarters+3.3M Share of the company8.020% Vanguard Portfolio Management LLC's full portfolio →

BlackRock, Inc.

7.5M

% of company

18.20%

Change vs last qtr

+792.6K (+11.9%)

Held since

≤2021

Vanguard Portfolio Management LLC

3.3M

% of company

8.02%

Change vs last qtr

+6.2K (+0.2%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Everforth, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting EFOR on Form N-PORT; together they hold 57.8% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Small-Cap ETF iShares Trust	$44.2M	2.5M	6.03%	0.04%	June 30, 2026
VI Vanguard Information Technology Index Fund Vanguard World Fund	$24.8M	1.1M	2.66%	0.01%	May 31, 2026

iShares Core S&P Small-Cap ETF

iShares Trust

Position value

$44.2M

% of company

6.03%

% of the fund

0.04%

As of

June 30, 2026

Vanguard Information Technology Index Fund

Vanguard World Fund

Position value

$24.8M

% of company

2.66%

% of the fund

0.01%

As of

May 31, 2026

23 more funds behind a free account

See every fund holding Everforth, Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
HT Hanson Theodore S. Insider	476.5K	1.16%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company1.160% Hanson Theodore S.'s insider activity →
SE Sheridan Edwin A. Insider	420.7K	1.03%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company1.030% Sheridan Edwin A.'s insider activity →

Hanson Theodore S.

Insider

476.5K

% of company

1.16%

Change vs last qtr

—

Held since

—

Sheridan Edwin A.

Insider

420.7K

% of company

1.03%

Change vs last qtr

—

Held since

—

14 more holders behind a free account

See every insider and 5%+ holder of Everforth, Inc..

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