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Ownership

Who owns Everforth Inc, from the filings themselves: stakes over 5% (Schedule 13D/G), the institutional managers reporting the stock each quarter (13F), and the funds holding it (N-PORT).

Stakes over 5%

Investors crossing 5% ownership must disclose it. Schedule 13G filers certify the stake is passive; Schedule 13D is the general form for everyone else — founders, strategic holders, and activists alike. Each entry is the holder's most recent disclosure. Coverage begins with SEC's structured filings from December 18, 2024; a holder appears once they file or amend after that date.

AQR Capital Management, LLC, AQR Capital Management Holdings, LLC May 14, 2026

AQR Capital Management, LLC: 6.1% · 2,530,650 shares — AQR Capital Management Holdings, LLC: 6.1% · 2,530,650 shares

Vanguard Capital Management April 29, 2026

Vanguard Capital Management: 5.0% · 2,077,817 shares

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Super investors holding EFOR

Every institutional manager whose latest 13F reports this stock, largest position first. "% of their portfolio" is the weight inside that manager's own book — how much conviction the position represents; "% of company" is how much of Everforth Inc they hold. Together these 381 managers report 133.86% of shares outstanding.

Investor Position value Shares % of their portfolio % of company As of
VANGUARD GROUP INC $249M 5,171,079 0.00% 12.61% December 31, 2025
BlackRock, Inc. $133M 7,461,705 0.00% 18.20% June 30, 2026

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Funds holding EFOR

Funds disclosing this stock in their monthly N-PORT portfolio, with the position's share of the fund's net assets. Together these 396 funds hold 63.57% of shares outstanding — counted inside the manager totals above, not on top of them, since a fund's shares also appear in its manager's 13F.

Fund Position value % of net assets % of company As of
iShares Core S&P Mid-Cap ETF $65.7M 0.06% 3.33% December 31, 2025
VANGUARD INFORMATION TECHNOLOGY INDEX FUND $47.2M 0.04% 2.68% February 28, 2026

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