EFORNYSEServices-Help Supply ServicesFiscal year ends December 31
Everforth Inc
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 31, 2026
$37.63−0.73 (-1.90%)
Close on Oct 19, 2026
- Market cap
- $1.54B
- P/E (TTM)
- 19.4
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
43M of 41M shares
Institutional holders
247
78 new, 74 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
17 buys · 0 sales
Net bought $1.87M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 6,487,393 | 15.70% | 13G (passive) amendment | Mar 31, 2026 |
| Vanguard Portfolio Management | 3,331,405 | 8.06% | 13G (passive) | Mar 31, 2026 |
| AQR Capital Management, LLC | 2,530,650 | 6.13% | 13G (passive) | Mar 31, 2026 |
| Vanguard Capital Management | 2,077,817 | 5.03% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of EFOR | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 7,461,705 | 18.20% | $133.34M | +792,558 | 0.00% |
| Vanguard Portfolio Management LLC | 3,289,850 | 8.02% | $58.79M | +6,204 | 0.00% |
| Aqr Capital Management LLC | 2,114,423 | 5.16% | $37.78M | −416,227 | 0.01% |
| D. E. Shaw & Co., Inc. | 1,923,057 | 4.69% | $34.37M | +1,345,207 | 0.02% |
| State Street Corp | 1,845,006 | 4.50% | $32.97M | +102,297 | 0.00% |
| Vanguard Capital Management LLC | 1,770,787 | 4.32% | $31.64M | +14,219 | 0.00% |
| Dimensional Fund Advisors LP | 1,626,085 | 3.97% | $29.06M | −269,038 | 0.01% |
| Geode Capital Management, LLC | 1,373,422 | 3.35% | $24.55M | +2,158 | 0.00% |
| Pathstone Holdings, LLC | 1,280,177 | 3.12% | $22.88M | +77,944 | 0.07% |
| Goldman Sachs Group Inc | 1,146,390 | 2.80% | $20.49M | +254,422 | 0.00% |
| Bamco Inc /Ny/ | 910,800 | 2.22% | $16.28M | −150,000 | 0.02% |
| Ameriprise Financial Inc | 896,710 | 2.19% | $16.02M | +352,172 | 0.00% |
| Hotchkis & Wiley Capital Management LLC | 817,919 | 1.99% | $14.62M | +131,790 | 0.04% |
| New South Capital Management Inc | 792,624 | 1.93% | $14.16M | New | 0.62% |
| Morgan Stanley | 768,988 | 1.88% | $13.74M | +72,562 | 0.00% |
| Systematic Financial Management LP | 711,516 | 1.74% | $12.71M | +166,933 | 0.25% |
| Allianz Asset Management GmbH | 660,144 | 1.61% | $11.80M | +146,164 | 0.01% |
| Jacobs Levy Equity Management, Inc | 584,996 | 1.43% | $10.45M | New | 0.04% |
| Glenmede Trust Co NA | 555,440 | 1.35% | $9.93M | +345,632 | 0.04% |
| Charles Schwab Investment Management Inc | 538,930 | 1.31% | $9.63M | −40,717 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 247 | 43M | 100.0% | 78 / 75 | 63 / 74 | 10M | 10M |
| Q1 2026 | 248 | 43M | 100.0% | 45 / 103 | 68 / 66 | 13M | 6M |
| Q4 2025 | 274 | 41M | 99.3% | 38 / 93 | 112 / 56 | 5M | 7M |
| Q3 2025 | 296 | 42M | 100.0% | 49 / 113 | 99 / 35 | 5M | 6M |
| Q2 2025 | 285 | 43M | 100.0% | 38 / 92 | 117 / 53 | 5M | 5M |
| Q1 2025 | 303 | 43M | 100.0% | 46 / 111 | 100 / 45 | 4M | 4M |
| Q4 2024 | 307 | 43M | 100.0% | 53 / 93 | 114 / 37 | 3M | 3M |
| Q3 2024 | 294 | 43M | 100.0% | 39 / 93 | 111 / 38 | 8M | 3M |
| Q2 2024 | 295 | 44M | 100.0% | 57 / 85 | 105 / 37 | 3M | 5M |
| Q1 2024 | 279 | 45M | 100.0% | 34 / 88 | 104 / 31 | 2M | 2M |
| Q4 2023 | 277 | 45M | 100.0% | 49 / 81 | 114 / 27 | 4M | 3M |
| Q3 2023 | 260 | 45M | 100.0% | 39 / 86 | 97 / 28 | 2M | 3M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of EFOR | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 2,470,665 | 6.03% | $44.15M | 0.04% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 1,228,711 | 3.00% | $21.96M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,094,079 | 2.67% | $19.55M | 0.02% | Jun 30, 2026 |
| Vanguard Information Technology Index Fund | 1,092,568 | 2.66% | $24.78M | 0.01% | May 31, 2026 |
| Vanguard Small-Cap Index Fund | 892,321 | 2.18% | $15.95M | 0.01% | Jun 30, 2026 |
| Baron Small Cap Fund | 850,000 | 2.07% | $15.19M | 0.53% | Jun 30, 2026 |
| Small Cap Equity Portfolio | 576,315 | 1.41% | $16.39M | 1.57% | Jul 31, 2026 |
| Vanguard Small-Cap Value Index Fund | 565,851 | 1.38% | $10.11M | 0.01% | Jun 30, 2026 |
| Columbia Small Cap Value Discovery Fund | 487,609 | 1.19% | $13.87M | 0.56% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 470,938 | 1.15% | $8.42M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 445,379 | 1.09% | $12.67M | 0.04% | Jul 31, 2026 |
| PIMCO RAE US Small Fund | 426,657 | 1.04% | $7.62M | 0.20% | Jun 30, 2026 |
| AQR Long-Short Equity Fund | 400,068 | 0.98% | $7.15M | 0.09% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 381,816 | 0.93% | $6.82M | 0.05% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 375,643 | 0.92% | $6.71M | 0.04% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Theodore S. Hanson | Chief Executive Officer, Director | 476,526 | 1.16% | Apr 27, 2026 |
| Sadasivam Iyer | President | 61,905 | 0.15% | Apr 28, 2026 |
| Rose Cunningham | Chief Accounting Officer | 15,587 | 0.04% | Apr 28, 2026 |
| Marie Perry | EVP, Chief Financial Officer | 58,328 | 0.14% | Apr 27, 2026 |
| Jennifer Hankes Painter | SVP, Chief Legal Officer | 76,061 | 0.19% | Apr 27, 2026 |
| Sean P. Casey | President, Commercial Segment | 18,755 | 0.05% | Mar 20, 2025 |
| Randolph C. Blazer | President | 101,046 | 0.25% | Feb 10, 2025 |
| Jonathan S. Holman | Director | 15,507 | 0.04% | Jun 15, 2026 |
| Joseph Wendell Dyer | Director | 19,953 | 0.05% | Apr 29, 2026 |
| Mark A. Frantz | Director | 22,001 | 0.05% | Apr 27, 2026 |
| Maria R. Hawthorne | Director | 15,388 | 0.04% | Apr 27, 2026 |
| Arshad Matin | Director | 27,069 | 0.07% | Apr 27, 2026 |
| Patricia L. Obermaier | Director | 9,548 | 0.02% | Apr 27, 2026 |
| Brian J. Callaghan | Director | 336,648 | 0.82% | Apr 27, 2026 |
| Carol Lindstrom | Director | 11,551 | 0.03% | Apr 27, 2026 |
| Edwin A. Sheridan | Director | 420,683 | 1.03% | Mar 16, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Jonathan S. Holman Director | Jun 11, 2026 | Tax withholding | −386 | $20.20 | $7.80K | 15,507 |
| Joseph Wendell Dyer Director | Apr 29, 2026 | Buy | +1,112 | $22.47 | $24.99K | 19,953 |
| Sadasivam Iyer President | Apr 28, 2026 | Buy | +1,110 | $22.67 | $25.16K | 61,905 |
| Rose Cunningham Chief Accounting Officer | Apr 28, 2026 | Buy | +1,125 | $22.27 | $25.05K | 15,587 |
| Brian J. Callaghan Director | Apr 27, 2026 | Buy | +5,121 | $20.27 | $103.80K | 328,950 |
| Patricia L. Obermaier Director | Apr 27, 2026 | Buy | +2,500 | $20.61 | $51.53K | 9,548 |
| Carol Lindstrom Director | Apr 27, 2026 | Buy | +240 | $20.15 | $4.84K | 11,551 |
| Carol Lindstrom Director | Apr 27, 2026 | Buy | +7 | $20.16 | $141 | 11,558 |
| Maria R. Hawthorne Director | Apr 24, 2026 | Buy | +5,136 | $19.49 | $100.10K | 15,388 |
| Jonathan S. Holman Director | Apr 24, 2026 | Buy | +2,000 | $18.87 | $37.74K | 15,893 |
| Joseph Wendell Dyer Director | Apr 24, 2026 | Buy | +2,684 | $18.63 | $50.00K | 18,841 |
| Sadasivam Iyer President | Apr 24, 2026 | Buy | +1,200 | $19.42 | $23.30K | 60,270 |
| Sadasivam Iyer President | Apr 24, 2026 | Buy | +525 | $19.02 | $9.99K | 60,795 |
| Theodore S. Hanson Chief Executive Officer, Director | Apr 24, 2026 | Buy | +51,965 | $19.24 | $999.81K | 376,843 |
| Arshad Matin Director | Apr 24, 2026 | Buy | +10,000 | $19.35 | $193.50K | 27,069 |
| Jennifer Hankes Painter SVP, Chief Legal Officer | Apr 24, 2026 | Buy | +2,500 | $20.03 | $50.08K | 76,061 |
| Marie Perry EVP, Chief Financial Officer | Apr 24, 2026 | Buy | +5,350 | $18.70 | $100.05K | 58,328 |
| Mark A. Frantz Director | Apr 24, 2026 | Buy | +3,800 | $18.92 | $71.90K | 22,001 |
| Edwin A. Sheridan Director | Mar 13, 2026 | Gift | −250,000 | – | – | 364,988 |
| Sadasivam Iyer President | Mar 3, 2026 | Tax withholding | −6,522 | $41.98 | $273.79K | 59,070 |
| Jonathan S. Holman Director | Jan 12, 2026 | Other | −1,683 | $50.80 | $85.50K | 13,893 |
| Theodore S. Hanson CEO, Director | Jan 2, 2026 | Tax withholding | −9,744 | $46.66 | $454.66K | 118,337 |
| Theodore S. Hanson CEO, Director | Jan 2, 2026 | Award | +68,581 | $46.66 | $3.20M | 128,081 |
| Joseph Wendell Dyer Director | Jan 2, 2026 | Award | +4,500 | $46.66 | $209.97K | 16,157 |
| Marie Perry Exec VP, CFO | Jan 2, 2026 | Award | +18,752 | $46.66 | $874.97K | 55,307 |
| Marie Perry Exec VP, CFO | Jan 2, 2026 | Tax withholding | −2,533 | $46.66 | $118.19K | 52,774 |
| Sadasivam Iyer President | Jan 2, 2026 | Award | +21,431 | $46.66 | $999.97K | 65,592 |
| Patricia L. Obermaier Director | Jan 2, 2026 | Tax withholding | −1,003 | $46.66 | $46.80K | 7,048 |
| Patricia L. Obermaier Director | Jan 2, 2026 | Award | +4,500 | $44.66 | $200.97K | 8,051 |
| Edwin A. Sheridan Director | Jan 2, 2026 | Award | +4,500 | $46.66 | $209.97K | 7,698 |
| Jonathan S. Holman Director | Jan 2, 2026 | Award | +4,500 | $46.66 | $209.97K | 16,154 |
| Jonathan S. Holman Director | Jan 2, 2026 | Tax withholding | −578 | $46.66 | $26.97K | 15,576 |
| Jennifer Hankes Painter SVP, Chief Legal Officer | Jan 2, 2026 | Award | +13,930 | $46.66 | $649.97K | 76,125 |
| Jennifer Hankes Painter SVP, Chief Legal Officer | Jan 2, 2026 | Tax withholding | −3,029 | $46.66 | $141.33K | 73,096 |
| Mark A. Frantz Director | Jan 2, 2026 | Award | +4,500 | $46.66 | $209.97K | 18,201 |
| Rose Cunningham Chief Accounting Officer | Jan 2, 2026 | Award | +3,750 | $46.66 | $174.98K | 15,300 |
| Rose Cunningham Chief Accounting Officer | Jan 2, 2026 | Tax withholding | −838 | $46.66 | $39.10K | 14,462 |
| Maria R. Hawthorne Director | Jan 2, 2026 | Tax withholding | −1,003 | $46.66 | $46.80K | 10,252 |
| Maria R. Hawthorne Director | Jan 2, 2026 | Award | +4,500 | $46.66 | $209.97K | 11,255 |
| Arshad Matin Director | Jan 2, 2026 | Award | +4,500 | $46.66 | $209.97K | 17,877 |
| Arshad Matin Director | Jan 2, 2026 | Tax withholding | −808 | $46.66 | $37.70K | 17,069 |
| Brian J. Callaghan Director | Jan 2, 2026 | Award | +4,500 | $46.66 | $209.97K | 7,698 |
| Carol Lindstrom Director | Jan 2, 2026 | Award | +4,500 | $46.66 | $209.97K | 11,311 |
| Patricia L. Obermaier Director | Jun 13, 2025 | Tax withholding | −308 | $51.60 | $15.89K | 3,351 |
| Sadasivam Iyer President | Mar 3, 2025 | Award | +44,161 | $65.10 | $2.87M | 44,161 |
| Marie Perry Exec VP, CFO | Feb 6, 2025 | Award | +1,936 | $82.73 | $160.17K | 35,674 |
| Marie Perry Exec VP, CFO | Feb 6, 2025 | Award | +1,749 | $82.73 | $144.69K | 37,423 |
| Marie Perry Exec VP, CFO | Feb 6, 2025 | Tax withholding | −1,307 | $82.73 | $108.13K | 36,116 |
| Randolph C. Blazer President | Feb 6, 2025 | Tax withholding | −4,278 | $82.73 | $353.92K | 101,046 |
| Randolph C. Blazer President | Feb 6, 2025 | Award | +10,103 | $82.73 | $835.82K | 105,324 |
| Theodore S. Hanson CEO, Director | Feb 6, 2025 | Award | +9,093 | $82.73 | $752.26K | 81,870 |
| Theodore S. Hanson CEO, Director | Feb 6, 2025 | Tax withholding | −4,101 | $82.73 | $339.28K | 77,769 |
| Jennifer Hankes Painter SVP, Chief Legal Officer | Feb 6, 2025 | Tax withholding | −603 | $82.73 | $49.89K | 61,827 |
| Jennifer Hankes Painter SVP, Chief Legal Officer | Feb 6, 2025 | Award | +1,683 | $82.73 | $139.23K | 62,430 |
| Rose Cunningham Chief Accounting Officer | Feb 6, 2025 | Tax withholding | −162 | $82.73 | $13.40K | 11,550 |
| Rose Cunningham Chief Accounting Officer | Feb 6, 2025 | Award | +420 | $82.73 | $34.75K | 11,712 |
| Jonathan S. Holman Director | Jan 8, 2025 | Other | −1,041 | – | – | 11,654 |
| Maria R. Hawthorne Director | Jan 2, 2025 | Award | +2,232 | $82.86 | $184.94K | 7,376 |
| Maria R. Hawthorne Director | Jan 2, 2025 | Tax withholding | −621 | $82.86 | $51.46K | 6,755 |
| Theodore S. Hanson CEO, Director | Jan 2, 2025 | Award | +36,205 | $82.86 | $3.00M | 80,666 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Theodore S. Hanson Officer | Nov 12, 2024 | 53,000 | $5.30M | Nov 12, 2024 | PSU/RSU Shares Granted |
| Carol Lindstrom Director | Oct 25, 2024 | 1,060 | $98.60K | Oct 25, 2024 | RESTRICTED STOCK |
| Randolph C. Blazer President, Apex Systems | Oct 25, 2024 | 10,000 | $950.00K | Oct 25, 2024 | Stock Awards |
| Arshad Matin Officer | Sep 13, 2024 | 2,000 | $185.03K | Sep 13, 2024 | RESTRICTED STOCK |
| Jonathan S. Holman Director | Sep 11, 2024 | 503 | $45.92K | Sep 11, 2024 | Stock Grants |
| Marty R. Kittrell Director | Aug 22, 2024 | 500 | $46.88K | Aug 22, 2024 | RESTRICTED STOCK |
| Randolph C. Blazer President | Jul 26, 2024 | 6,000 | $585.00K | Jul 26, 2024 | stock awards |
| Marty R. Kittrell Director | Jul 23, 2024 | 1,819 | $186.45K | Jul 23, 2024 | RESTRICTED STOCK |
| Marty R. Kittrell Director | Jul 15, 2024 | 1,765 | $172.09K | Jul 15, 2024 | RESTRICTED STOCK |
| Carol Lindstrom Director | Apr 30, 2024 | 1,000 | $97.04K | Apr 30, 2024 | RESTRICTED STOCK |
| Randolph C. Blazer President, Apex Systems | Apr 26, 2024 | 6,000 | $594.00K | Apr 26, 2024 | Stock Award |
| Marty R. Kittrell Director | Apr 26, 2024 | 1,000 | $98.61K | Apr 26, 2024 | RESTRICTED STOCK |
| Marty R. Kittrell Director | Apr 26, 2024 | 1,000 | $98.61K | Apr 26, 2024 | RESTRICTED STOCK |
| Edwin A. Sheridan Director | Mar 6, 2024 | 73,442 | $7.53M | Mar 6, 2024 | APEX Merger/Acquisition |
| Edwin A. Sheridan Manager | Mar 6, 2024 | 73,442 | $7.53M | Mar 6, 2024 | APEX Merger/Acquisition |