EFOR

Everforth INC

-$294.2M

Net Activity

Institutions Holding

250

Popularity Rank

#2375

Avg Weight

0.07%

Total Value

$1.7B

Ownership Trend

250 institutions currently hold EFOR, with 142 net buyers and 135 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

135

Net Buying Institutions

142

Key Holders

View all 250 holding institutions

Quarterly Activity

Recent Activity

+$1.2B

Total Buy Value

$582.3M

Total Sell Value

New buy39
Trim70
Add103
Sold out65

142

Net Buyers

135

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

1

Filings (14d)

Data as of 2026-07-09
2026-07-09

Everforth Inc amended its existing credit agreement on July 7, 2026, increasing its revolving credit facility from $500 million to $600 million and extending the maturity from February 2028 to July 2031. The amendment also revised the interest rate to a spread over SOFR or base rate and will step down the secured leverage ratio covenant from next year. The company used part of the facility to fully repay its outstanding term A loans.

View Full Filing (SEC EDGAR)

View all Form 8-K filings

FAQ

Who are the top institutional investors holding EVERFORTH INC (EFOR)?
Major stakeholders currently include BlackRock, Inc. ($258.2M), Vanguard Portfolio Management LLC ($127.1M), Aqr Capital Management LLC ($98.0M). Based on the latest 13F filings, there are a total of 250 tracked investment funds and institutions maintaining positions in EFOR.
What is the overall institutional sentiment toward EFOR recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $294.2M, driven by 142 managers accumulating shares while 135 reduced their exposure.
Which institutions have been selling or reducing their EFOR positions?
In the latest period, 70 funds trimmed their holdings, and 65 managers completely exited their positions. The aggregate reported sell value was $582.3M.
Are there any notable investors adding EFOR to their portfolios?
Yes, buying activity remains notable. 39 institutions opened new positions in {ticker}, and 103 existing holders added to their shares. The total reported buy value for the quarter amounted to $1.2B.

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