Everforth Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:EFOR Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
29 Apr 26	BuyUS$24,992	Joseph Dyer	Individual	1,112	US$22.47
28 Apr 26	BuyUS$25,054	Rose Cunningham	Individual	1,125	US$22.27
28 Apr 26	BuyUS$25,164	Sadasivam Iyer	Individual	1,110	US$22.67
27 Apr 26	BuyUS$103,800	Brian Callaghan	Individual	5,121	US$20.27
27 Apr 26	BuyUS$4,977	Carol Lindstrom	Individual	247	US$20.16
27 Apr 26	BuyUS$51,513	Patricia Obermaier	Individual	2,500	US$20.61
24 Apr 26	BuyUS$193,462	Arshad Matin	Individual	10,000	US$19.35
24 Apr 26	BuyUS$100,112	Maria Hawthorne	Individual	5,136	US$19.49
24 Apr 26	BuyUS$37,739	Jonathan Holman	Individual	2,000	US$18.87
24 Apr 26	BuyUS$50,003	Joseph Dyer	Individual	2,684	US$18.63
24 Apr 26	BuyUS$50,078	Jennifer Painter	Individual	2,500	US$20.03
24 Apr 26	BuyUS$71,896	Mark Frantz	Individual	3,800	US$18.92
24 Apr 26	BuyUS$999,786	Theodore Hanson	Individual	51,965	US$19.24
24 Apr 26	BuyUS$100,018	Marie Perry	Individual	5,350	US$18.70
24 Apr 26	BuyUS$33,289	Sadasivam Iyer	Individual	1,725	US$19.42

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of EFOR?
Owner Type	Number of Shares	Ownership Percentage
State or Government	17,402	0.0381%
Individual Insiders	1,521,550	3.33%
Hedge Funds	2,106,265	4.61%
Institutions	42,065,622	92%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 80.69% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
18.2%	BlackRock, Inc.	7,461,705	US$230.7m	11.9%	no data
8.04%	Vanguard Portfolio Management, LLC	3,289,850	US$101.7m	0.19%	no data
5.15%	AQR Capital Management, LLC	2,106,265	US$65.1m	-16.4%	0.02%
4.99%	Vanguard Capital Management, LLC	2,040,869	US$63.1m	0.5%	no data
4.7%	D. E. Shaw & Co., L.P.	1,923,057	US$59.5m	233%	0.04%
4.51%	State Street Investment Management	1,845,006	US$57.0m	5.87%	no data
3.98%	Dimensional Fund Advisors LP	1,626,085	US$50.3m	-14.2%	0.01%
3.36%	Geode Capital Management, LLC	1,373,422	US$42.5m	0.16%	no data
3.13%	Pathstone Family Office, LLC	1,280,177	US$39.6m	6.48%	0.12%
2.23%	Baron Capital Group, Inc.	910,800	US$28.2m	-14.1%	0.04%
2.19%	Columbia Management Investment Advisers, LLC	896,710	US$27.7m	64.7%	0.01%
2%	Hotchkis and Wiley Capital Management, LLC	817,919	US$25.3m	19.2%	0.06%
1.94%	Goldman Sachs Asset Management, L.P.	793,533	US$24.5m	71.5%	no data
1.94%	NewSouth Capital Management, Inc.	792,624	US$24.5m	-9.53%	1.13%
1.74%	Systematic Financial Management LP	711,516	US$22.0m	30.7%	0.45%
1.61%	Pacific Investment Management Company LLC	660,144	US$20.4m	28.4%	0.04%
1.43%	Jacobs Levy Equity Management Inc	584,996	US$18.1m	0%	0.07%
1.36%	The Glenmede Trust Company, National Association	555,440	US$17.2m	165%	0.08%
1.32%	Charles Schwab Investment Management, Inc.	538,943	US$16.7m	-7.02%	no data
1.3%	Point72 Asset Management, L.P.	529,793	US$16.4m	4.98%	0.03%
1.2%	Northern Trust Global Investments	489,856	US$15.1m	1.66%	no data
1.17%	Theodore Hanson	476,526	US$14.7m	46.7%	no data
1.07%	Morgan Stanley	438,481	US$13.6m	31.4%	no data
1.05%	Fidelity International Ltd	430,000	US$13.3m	-7.73%	no data
1.05%	PGIM, Inc.	429,587	US$13.3m	48.8%	0.01%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2026/09/09 21:41
End of Day Share Price	2026/09/09 00:00
Earnings	2026/06/30
Annual Earnings	2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Everforth, Inc. is covered by 14 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Mark Marcon	Baird
Jeffrey Silber	BMO Capital Markets Equity Research
Heather Balsky	BofA Global Research