AI summary pending
View Full Filing (SEC EDGAR)Everforth Inc
$30.88+2%
+$116.5M
Net Activity
+3.66% total shares
Institutions Holding
249
Popularity Rank
#2497
Avg Weight
0.02%
Total Value
$836.4M
Market Cap
$1.3B
249 institutions currently hold EFOR, with 160 net buyers and 138 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
138
Net Buying Institutions
160
Top 5 by Value
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Across its top 20 institutional holders, EFOR's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 8/100, avg. turnover score 36/100).
EFOR ranks #2497 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
EFOR is a disclosed holding of Cliff Asness (AQR Capital Management), one of the tracked superinvestors on AlphaSMO — it makes up 0.0% of that fund's own 13F portfolio.
249 institutions disclose a position in EFOR, but none treat it as a major bet — even New South Capital Management Inc, its most concentrated holder, allocates just 0.6% of its own portfolio to it.
California State Teachers Retirement System has added to its EFOR position for two straight quarters, increasing it by $48.6M to reach $50.6M today.
BlackRock has trimmed its EFOR position for two straight quarters, cutting it by $137.8M while still holding $133.3M.
EFOR is up 2% today, and institutions have been net buyers of $116.5M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
EFOR posted net income of $83.0M over the trailing twelve months, and currently trades at a P/E of 16.2.
+$251.7M
Total Buy Value
$243.9M
Total Sell Value
160
Net Buyers
138
Net Sellers
EFOR
Q2 2026
Top 5 Institutional Movers
EFOR does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
2
Filings (14d)
AI summary pending
View Full Filing (SEC EDGAR)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)00191U102
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3229 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2971 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,323
Total reported value
$864.3B
Held by 4323 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,246
Total reported value
$320.5B
Held by 4246 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,231
Total reported value
$346.4B
Held by 4231 institutions — one of the most-tracked stocks on AlphaSMO
Access EFOR's institutional ownership data programmatically:
REST API
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