EFOR
Everforth, Inc.Marquee-fund ownership over time
This quarter's activity
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| D.E. Shaw | Q3 2024(8Q snapshot) | 7Q | $88 | $19 | -78% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $88 | $19 | -78% |
| Renaissance Technologies | Q1 2025(8Q snapshot) | 5Q | $77 | $19 | -75% |
| Two Sigma Investments re-entered | Q1 2025(8Q snapshot) | 5Q | $75 | $19 | -75% |
| Point72 Asset Management | Q2 2026(8Q snapshot) | 1Q | $18 | $19 | +6% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Bridgewater Associates 3× in & out | Q2 2025 | Q2 2026 | → $18 | -67% |
| Citadel Advisors | Q3 2024 | Q2 2026 | → $18 | -80% |
| Millennium Management | Q4 2024 | Q2 2026 | → $18 | -80% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at Everforth Inc. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Apr 29, 2026 — the most recent Form 4 on file — not from today.
- Form 40001343118-26-000007Apr 29, 2026
- Form 40001958707-26-000004Apr 28, 2026
- Form 40002059253-26-000008Apr 28, 2026
- Form 40002027211-26-000004Apr 27, 2026
- Form 40001418423-26-000004Apr 27, 2026
- Form 40001677400-26-000006Apr 27, 2026
- Form 40001550338-26-000004Apr 27, 2026
- Form 40001550337-26-000004Apr 27, 2026
- Form 40001475853-26-000004Apr 27, 2026
- Form 40001187618-26-000006Apr 27, 2026
- Form 40001457258-26-000004Apr 27, 2026
- Form 40002059253-26-000006Apr 27, 2026
- Form 40001343118-26-000005Apr 27, 2026
- Form 40001227459-26-000004Apr 27, 2026
- Form 40001286215-26-000004Apr 27, 2026
Fundamentals
XBRL · Everforth, Inc.Annual figures sourced directly from Everforth, Inc.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for Everforth Inc — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 10-QQuarterly reportApr 30, 2026
- DEF 14AProxy statementApr 27, 2026
- 8-KMaterial eventApr 24, 2026
- 8-KMaterial eventApr 22, 2026
- 10-KAnnual reportFeb 25, 2026
- 8-KMaterial eventFeb 4, 2026
- 8-KMaterial eventJan 20, 2026
- 10-QQuarterly reportOct 30, 2025
- 8-KMaterial eventOct 22, 2025
- 8-KMaterial eventSep 22, 2025
- 8-KMaterial eventJul 31, 2025
- 10-QQuarterly reportJul 30, 2025
- 8-KMaterial eventJul 23, 2025
- 8-KMaterial eventJun 17, 2025
- 10-QQuarterly reportMay 1, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Point72 Asset Management | Q2 2026 | open | $18 | $19 | +6% |
| Two Sigma Investments | Q4 2025 | open | $43 | $19 | -55% |
| Bridgewater Associates | Q2 2025 | Q2 2026 | $55 | $18 | -67% |
| Two Sigma Investments | Q1 2025 | Q2 2025 | $75 | $56 | -26% |
| Renaissance Technologies | Q1 2025 | open | $77 | $19 | -75% |
| Millennium Management | Q4 2024 | Q2 2026 | $92 | $18 | -80% |
| Bridgewater Associates | Q3 2024 | Q1 2025 | $88 | $77 | -12% |
| Citadel Advisors | Q3 2024 | Q2 2026 | $88 | $18 | -80% |
| D.E. Shaw | Q3 2024 | open | $88 | $19 | -78% |
| AQR Capital Management | Q3 2024 | open | $88 | $19 | -78% |
| Bridgewater Associates | Q3 2023 | Q1 2024 | $81 | $95 | +17% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.