Everpure, Inc. (P) shareholders
Close on Nov 13, 2026Market cap $35.99BP/E 147.9Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
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 |
|---|---|---|---|---|
| Abigail P. Johnson Joint filing with FMR LLC (14.81%) | 46,783,529 | 14.81% | 13G (passive) amendment | Feb 9, 2024 |
| BlackRock, Inc. | 25,120,123 | 7.50% | 13G (passive) amendment | Sep 30, 2026 |
| Vanguard Capital Management | 24,557,400 | 7.36% | 13G (passive) amendment | Sep 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of P | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| FMR LLC | 49,860,715 | 14.96% | $3.93B | +291,576 | 0.17% |
| BlackRock, Inc. | 34,716,084 | 10.42% | $2.74B | −1,552,871 | 0.04% |
| Vanguard Portfolio Management LLC | 17,024,424 | 5.11% | $1.34B | +34,122 | 0.06% |
| Vanguard Capital Management LLC | 14,260,444 | 4.28% | $1.12B | +198,400 | 0.02% |
| State Street Corp | 11,697,292 | 3.51% | $921.36M | +424,336 | 0.03% |
| Geode Capital Management, LLC | 8,470,557 | 2.54% | $666.08M | +350,207 | 0.04% |
| T. Rowe Price Investment Management, Inc. | 5,385,469 | 1.62% | $424.32M | −571,191 | 0.28% |
| Disciplined Growth Investors Inc /Mn | 4,646,725 | 1.39% | $366.12M | −20,052 | 6.20% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 4,164,334 | 1.25% | $327.81M | +794,136 | 0.33% |
| Norges Bank | 3,859,029 | 1.16% | $304.05M | New | 0.03% |
| Renaissance Technologies LLC | 3,655,134 | 1.10% | $287.99M | −104,700 | 0.40% |
| William Blair Investment Management, LLC | 3,455,381 | 1.04% | $272.25M | +573,900 | 0.82% |
| Arrowstreet Capital, Limited Partnership | 3,300,234 | 0.99% | $260.03M | −510,288 | 0.12% |
| UBS Asset Management Americas Inc | 3,135,796 | 0.94% | $247.07M | +368,807 | 0.04% |
| Blair William & Co/Il | 3,048,094 | 0.91% | $240.16M | +130,048 | 0.63% |
| Invesco Ltd. | 3,031,361 | 0.91% | $238.84M | +2,328,921 | 0.02% |
| Northern Trust Corp | 2,975,038 | 0.89% | $234.40M | −31,608 | 0.03% |
| Mariner, LLC | 2,814,800 | 0.84% | $221.53M | +23,300 | 0.23% |
| Franklin Resources Inc | 2,394,839 | 0.72% | $188.69M | −473,369 | 0.04% |
| Morgan Stanley | 2,200,704 | 0.66% | $173.39M | −179,836 | 0.01% |
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 | 811 | 277M | 83.0% | 132 / 308 | 266 / 73 | 27M | 21M |
| Q1 2026 | 767 | 271M | 81.4% | 112 / 311 | 245 / 124 | 52M | 30M |
| Q4 2025 | 790 | 283M | 84.8% | 139 / 294 | 246 / 101 | 25M | 18M |
| Q3 2025 | 773 | 276M | 82.9% | 145 / 278 | 255 / 57 | 17M | 21M |
| Q2 2025 | 694 | 281M | 84.2% | 124 / 261 | 219 / 71 | 28M | 25M |
| Q1 2025 | 648 | 278M | 83.4% | 84 / 251 | 227 / 92 | 19M | 15M |
| Q4 2024 | 663 | 274M | 82.2% | 130 / 245 | 207 / 69 | 23M | 19M |
| Q3 2024 | 618 | 271M | 81.4% | 75 / 233 | 236 / 102 | 59M | 31M |
| Q2 2024 | 653 | 277M | 83.0% | 168 / 228 | 193 / 67 | 35M | 41M |
| Q1 2024 | 557 | 283M | 84.8% | 158 / 175 | 164 / 70 | 48M | 35M |
| Q4 2023 | 473 | 269M | 80.8% | 80 / 175 | 145 / 68 | 33M | 25M |
| Q3 2023 | 466 | 261M | 78.4% | 79 / 162 | 148 / 52 | 24M | 21M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
552 funds held P in Q2 2026, 50% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of P | Value | % of fund | As of |
|---|---|---|---|---|---|
| Fidelity Growth Company Fund | 17,078,817 | 5.13% | $1.36B | 1.37% | May 31, 2026 |
| iShares Core S&P Mid-Cap ETF | 10,798,606 | 3.24% | $850.82M | 0.68% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 10,020,934 | 3.01% | $789.55M | 0.03% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 7,235,234 | 2.17% | $570.06M | 0.30% | Jun 30, 2026 |
| Fidelity Growth Company K6 Fund | 4,708,823 | 1.41% | $374.40M | 1.36% | May 31, 2026 |
| Fidelity Series Growth Company Fund | 4,226,009 | 1.27% | $336.01M | 1.37% | May 31, 2026 |
| Vanguard Small-Cap Growth Index Fund | 4,172,791 | 1.25% | $328.77M | 0.70% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 3,618,547 | 1.09% | $285.11M | 0.29% | Jun 30, 2026 |
| Vanguard Information Technology Index Fund | 3,054,618 | 0.92% | $242.87M | 0.14% | May 31, 2026 |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | 2,781,622 | 0.83% | $219.16M | 0.95% | Jun 30, 2026 |
| Invesco S&P MidCap Quality ETF | 2,312,434 | 0.69% | $178.45M | 3.28% | Jul 31, 2026 |
| iShares S&P Mid-Cap 400 Growth ETF | 1,887,694 | 0.57% | $148.73M | 1.32% | Jun 30, 2026 |
| Vanguard Explorer Fund | 1,628,759 | 0.49% | $125.69M | 0.57% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 1,618,236 | 0.49% | $128.67M | 0.30% | May 31, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF | 1,597,238 | 0.48% | $125.85M | 0.68% | 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 |
|---|---|---|---|---|
| John Colgrove | Chief Visionary Officer, Director | 7,758,309 | 2.33% | Nov 12, 2026 |
| Charles H. Giancarlo | CEO, Director | 2,101,149 | 0.63% | Nov 12, 2026 |
| Ajay Singh | Chief Product Officer | 270,095 | 0.08% | Oct 15, 2026 |
| Mona Chu | Chief Accounting Officer | 125,982 | 0.04% | Oct 13, 2026 |
| Tarek Robbiati | Chief Financial Officer | 300,616 | 0.09% | Sep 22, 2026 |
| Patrick Stephen Finn | Chief Revenue Officer | 1,055 | 0.00% | Nov 6, 2025 |
| Dan FitzSimons | Chief Revenue Officer | 62,759 | 0.02% | Sep 23, 2025 |
| P. Kevan Krysler | Chief Financial Officer | 560,556 | 0.17% | Jun 23, 2025 |
| Scott Dietzen | Director | 78,250 | 0.02% | Oct 16, 2026 |
| Andrew William Fraser Brown | Director | 24,915 | 0.01% | Oct 13, 2026 |
| Mallun Yen | Director | 31,339 | 0.01% | Oct 8, 2026 |
| Susan J.S. Taylor | Director | 94,608 | 0.03% | Jul 13, 2026 |
| Gregory Tomb | Director | 34,655 | 0.01% | Jun 12, 2026 |
| Roxanne Taylor | Director | 19,858 | 0.01% | Jun 12, 2026 |
| John Francis Murphy | Director | 19,183 | 0.01% | Jun 12, 2026 |
| Jeffrey Rothschild | Director | 110,988 | 0.03% | Jun 12, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| John Colgrove Chief Visionary Officer, Director | Nov 10, 2026 | Sale(10b5-1 plan) | −7 | $104.62 | $732 | 2,365,000 |
| John Colgrove Chief Visionary Officer, Director | Nov 10, 2026 | Sale(10b5-1 plan) | −1,324 | $103.96 | $137.64K | 2,365,007 |
| John Colgrove Chief Visionary Officer, Director | Nov 10, 2026 | Sale(10b5-1 plan) | −2,278 | $103.14 | $234.95K | 2,366,331 |
| John Colgrove Chief Visionary Officer, Director | Nov 10, 2026 | Sale(10b5-1 plan) | −10,509 | $101.85 | $1.07M | 2,368,609 |
| John Colgrove Chief Visionary Officer, Director | Nov 10, 2026 | Sale(10b5-1 plan) | −14,989 | $101.00 | $1.51M | 2,379,118 |
| John Colgrove Chief Visionary Officer, Director | Nov 10, 2026 | Sale(10b5-1 plan) | −12,003 | $100.02 | $1.20M | 2,394,107 |
| John Colgrove Chief Visionary Officer, Director | Nov 10, 2026 | Sale(10b5-1 plan) | −8,890 | $99.00 | $880.11K | 2,406,110 |
| John Colgrove Chief Visionary Officer, Director | Nov 10, 2026 | Sale(10b5-1 plan) | −100 | $104.75 | $10.48K | 2,365,000 |
| John Colgrove Chief Visionary Officer, Director | Nov 10, 2026 | Sale(10b5-1 plan) | −1,726 | $103.85 | $179.25K | 2,365,100 |
| John Colgrove Chief Visionary Officer, Director | Nov 10, 2026 | Sale(10b5-1 plan) | −2,055 | $102.91 | $211.48K | 2,366,826 |
| John Colgrove Chief Visionary Officer, Director | Nov 10, 2026 | Sale(10b5-1 plan) | −13,362 | $101.75 | $1.36M | 2,368,881 |
| John Colgrove Chief Visionary Officer, Director | Nov 10, 2026 | Sale(10b5-1 plan) | −14,699 | $100.81 | $1.48M | 2,382,243 |
| John Colgrove Chief Visionary Officer, Director | Nov 10, 2026 | Sale(10b5-1 plan) | −11,258 | $99.83 | $1.12M | 2,396,942 |
| John Colgrove Chief Visionary Officer, Director | Nov 10, 2026 | Sale(10b5-1 plan) | −6,800 | $98.88 | $672.38K | 2,408,200 |
| Charles H. Giancarlo CEO, Director | Nov 10, 2026 | Sale(10b5-1 plan) | −200 | $104.64 | $20.93K | 1,369,735 |
| Charles H. Giancarlo CEO, Director | Nov 10, 2026 | Sale(10b5-1 plan) | −2,599 | $103.77 | $269.70K | 1,369,935 |
| Charles H. Giancarlo CEO, Director | Nov 10, 2026 | Sale(10b5-1 plan) | −2,701 | $102.87 | $277.85K | 1,372,534 |
| Charles H. Giancarlo CEO, Director | Nov 10, 2026 | Sale(10b5-1 plan) | −17,732 | $101.77 | $1.80M | 1,375,235 |
| Charles H. Giancarlo CEO, Director | Nov 10, 2026 | Sale(10b5-1 plan) | −20,216 | $100.85 | $2.04M | 1,392,967 |
| Charles H. Giancarlo CEO, Director | Nov 10, 2026 | Sale(10b5-1 plan) | −15,969 | $99.90 | $1.60M | 1,413,183 |
| Charles H. Giancarlo CEO, Director | Nov 10, 2026 | Sale(10b5-1 plan) | −10,583 | $98.93 | $1.05M | 1,429,152 |
| Scott Dietzen Director | Oct 14, 2026 | Sale | −5,644 | $142.13 | $802.18K | 70,000 |
| Scott Dietzen Director | Oct 14, 2026 | Sale | −24,356 | $141.35 | $3.44M | 75,644 |
| Scott Dietzen Director | Oct 14, 2026 | Sale | −13,680 | $142.08 | $1.94M | 70,000 |
| Scott Dietzen Director | Oct 14, 2026 | Sale | −16,320 | $141.38 | $2.31M | 83,680 |
| John Colgrove Chief Visionary Officer, Director | Oct 14, 2026 | Sale(10b5-1 plan) | −700 | $153.68 | $107.58K | 0 |
| John Colgrove Chief Visionary Officer, Director | Oct 14, 2026 | Sale(10b5-1 plan) | −400 | $150.86 | $60.34K | 700 |
| John Colgrove Chief Visionary Officer, Director | Oct 14, 2026 | Sale(10b5-1 plan) | −7,238 | $150.18 | $1.09M | 1,100 |
| John Colgrove Chief Visionary Officer, Director | Oct 14, 2026 | Sale(10b5-1 plan) | −8,299 | $149.40 | $1.24M | 8,338 |
| John Colgrove Chief Visionary Officer, Director | Oct 14, 2026 | Sale(10b5-1 plan) | −11,558 | $148.25 | $1.71M | 16,637 |
| John Colgrove Chief Visionary Officer, Director | Oct 14, 2026 | Sale(10b5-1 plan) | −6,942 | $147.29 | $1.02M | 28,195 |
| John Colgrove Chief Visionary Officer, Director | Oct 14, 2026 | Sale(10b5-1 plan) | −4,601 | $146.15 | $672.44K | 35,137 |
| John Colgrove Chief Visionary Officer, Director | Oct 14, 2026 | Sale(10b5-1 plan) | −8,003 | $145.26 | $1.16M | 39,738 |
| John Colgrove Chief Visionary Officer, Director | Oct 14, 2026 | Sale(10b5-1 plan) | −7,694 | $144.24 | $1.11M | 47,741 |
| John Colgrove Chief Visionary Officer, Director | Oct 14, 2026 | Sale(10b5-1 plan) | −5,000 | $143.21 | $716.05K | 55,435 |
| John Colgrove Chief Visionary Officer, Director | Oct 14, 2026 | Sale(10b5-1 plan) | −17,600 | $142.28 | $2.50M | 60,435 |
| John Colgrove Chief Visionary Officer, Director | Oct 14, 2026 | Sale(10b5-1 plan) | −21,965 | $141.31 | $3.10M | 78,035 |
| John Colgrove Chief Visionary Officer, Director | Oct 14, 2026 | Gift | +100,000 | – | – | 100,000 |
| John Colgrove Chief Visionary Officer, Director | Oct 14, 2026 | Gift | −100,000 | – | – | 5,393,309 |
| Ajay Singh Chief Product Officer | Oct 13, 2026 | Sale | −18,267 | $155.24 | $2.84M | 270,095 |
| John Colgrove Chief Visionary Officer, Director | Oct 13, 2026 | Sale(10b5-1 plan) | −13,502 | $157.05 | $2.12M | 0 |
| John Colgrove Chief Visionary Officer, Director | Oct 13, 2026 | Sale(10b5-1 plan) | −7,600 | $156.39 | $1.19M | 13,502 |
| John Colgrove Chief Visionary Officer, Director | Oct 13, 2026 | Sale(10b5-1 plan) | −38,316 | $155.34 | $5.95M | 21,102 |
| John Colgrove Chief Visionary Officer, Director | Oct 13, 2026 | Sale(10b5-1 plan) | −15,258 | $154.27 | $2.35M | 59,418 |
| John Colgrove Chief Visionary Officer, Director | Oct 13, 2026 | Sale(10b5-1 plan) | −11,018 | $153.17 | $1.69M | 74,676 |
| John Colgrove Chief Visionary Officer, Director | Oct 13, 2026 | Sale(10b5-1 plan) | −12,107 | $152.32 | $1.84M | 85,694 |
| John Colgrove Chief Visionary Officer, Director | Oct 13, 2026 | Sale(10b5-1 plan) | −2,199 | $151.37 | $332.86K | 97,801 |
| John Colgrove Chief Visionary Officer, Director | Oct 13, 2026 | Gift | +100,000 | – | – | 100,000 |
| John Colgrove Chief Visionary Officer, Director | Oct 13, 2026 | Gift | −100,000 | – | – | 5,493,309 |
| John Colgrove Chief Visionary Officer, Director | Oct 12, 2026 | Sale(10b5-1 plan) | −28 | $155.54 | $4.36K | 2,415,000 |
| John Colgrove Chief Visionary Officer, Director | Oct 12, 2026 | Sale(10b5-1 plan) | −12,272 | $154.98 | $1.90M | 2,415,028 |
| John Colgrove Chief Visionary Officer, Director | Oct 12, 2026 | Sale(10b5-1 plan) | −13,700 | $154.03 | $2.11M | 2,427,300 |
| John Colgrove Chief Visionary Officer, Director | Oct 12, 2026 | Sale(10b5-1 plan) | −20,533 | $153.06 | $3.14M | 2,441,000 |
| John Colgrove Chief Visionary Officer, Director | Oct 12, 2026 | Sale(10b5-1 plan) | −3,467 | $152.11 | $527.37K | 2,461,533 |
| John Colgrove Chief Visionary Officer, Director | Oct 12, 2026 | Sale(10b5-1 plan) | −11,904 | $154.99 | $1.85M | 2,415,000 |
| John Colgrove Chief Visionary Officer, Director | Oct 12, 2026 | Sale(10b5-1 plan) | −11,956 | $154.13 | $1.84M | 2,426,904 |
| John Colgrove Chief Visionary Officer, Director | Oct 12, 2026 | Sale(10b5-1 plan) | −21,539 | $153.14 | $3.30M | 2,438,860 |
| John Colgrove Chief Visionary Officer, Director | Oct 12, 2026 | Sale(10b5-1 plan) | −4,601 | $152.23 | $700.41K | 2,460,399 |
| Charles H. Giancarlo CEO, Director | Oct 12, 2026 | Sale(10b5-1 plan) | −16,400 | $154.99 | $2.54M | 1,439,735 |
| Charles H. Giancarlo CEO, Director | Oct 12, 2026 | Sale(10b5-1 plan) | −17,204 | $154.15 | $2.65M | 1,456,135 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Everpure's stock actually held short. Settlement fails (shares not delivered on time) peaked at 17,072 shares on Sep 18, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| The Eec Trust U/A Dtd 02/08/2011 Director, Officer | Nov 10, 2026 | 50,000 | $5.14M | Nov 10, 2026 | Founders Shares |
| The Rwc Trust U/A Dtd 02/08/2011 Director, Officer | Nov 10, 2026 | 50,000 | $5.14M | Nov 10, 2026 | Founders Shares |
| Charles H. Giancarlo Director, Officer | Nov 10, 2026 | 70,000 | $7.20M | Nov 10, 2026 | Restricted Stock Units |
| Miles Gst Exempt Trust Affiliate | Oct 14, 2026 | 30,000 | $4.24M | Oct 14, 2026 | Gift from Affiliate |
| Cather Gst Exempt Trust Affiliate | Oct 14, 2026 | 30,000 | $4.25M | Oct 14, 2026 | Gift from Affiliate |
| The Colgrove Fam Charitable Rem Tru/A Dtd 04/05/2024 Director, Officer | Oct 13, 2026 | 200,000 | $31.06M | Oct 13, 2026 | Founders Shares |
| Ajay Singh Officer | Oct 13, 2026 | 18,267 | $2.84M | Oct 13, 2026 | Restricted Stock |
| The Eec Trust U/A Dtd 02/08/2011 Director, Officer | Oct 13, 2026 | 50,000 | $7.72M | Oct 12, 2026 | Founders Shares |
| The Rwc Trust U/A Dtd 02/08/2011 Director, Officer | Oct 13, 2026 | 50,000 | $7.72M | Oct 12, 2026 | Founders Shares |
| Charles H. Giancarlo Director, Officer | Oct 13, 2026 | 70,000 | $10.81M | Oct 12, 2026 | Restricted Stock Units |
| Mona Chu Officer | Oct 9, 2026 | 5,112 | $773.96K | Oct 9, 2026 | Restricted Stock |
| Andrew W Brown Director | Oct 8, 2026 | 4,268 | $665.94K | Oct 8, 2026 | Restricted Stock |
| Mallun Yen Director | Oct 6, 2026 | 11,942 | $1.72M | Oct 6, 2026 | Restricted Stock Units |
| Mona Chu Officer | Oct 2, 2026 | 2,852 | $399.85K | Oct 2, 2026 | Performance Shares |
| The Colgrove Fam Charitable Rem Tru/A Dtd 04/05/2024 Director, Officer | Sep 25, 2026 | 100,000 | $12.19M | Sep 25, 2026 | Founders Shares |
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