Everforth, Inc.
US ˙ NYSE ˙ US00191U1025

SecurityEFOR / Everforth, Inc.
InstitutionUBS Group AG
Latest Disclosed Ownership129,494 shares
Latest Disclosed Value $ 5,012,713
UBS Group AG reports 45.26% increase in ownership of EFOR / Everforth, Inc.

On May 5, 2026 - UBS Group AG filed a 13F-HR form disclosing ownership of 129,494 shares of Everforth, Inc. (US:EFOR) valued at $5,012,713 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 89,149 shares of Everforth, Inc.. This represents a change in shares of 45.26% during the quarter. The current value of the position is $2,667,576 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-05 2026-03-31 13F ASGN COM 00191U102 129,494 40,345 45.26 5,013 16.72 0.0008
2026-01-29 2025-12-31 13F ASGN COM 00191U102 89,149 -77,694 -46.57 4,294 -45.65 0.0007
2025-11-13 2025-09-30 13F ASGN COM 00191U102 166,843 92,665 124.92 7,900 113.34 0.0012
2025-08-14 2025-06-30 13F ASGN COM 00191U102 74,178 -72,270 -49.35 3,704 -59.88 0.0006
2025-05-13 2025-03-31 13F ASGN COM 00191U102 146,448 2,194 1.52 9,229 -23.23 0.0017
2025-02-14 2024-12-31 13F ASGN COM 00191U102 144,254 108,860 307.57 12,022 264.41 0.0022
2024-11-14 2024-09-30 13F ASGN COM 00191U102 35,394 -34,376 -49.27 3,300 -46.37 0.0007
2024-08-14 2024-06-30 13F ASGN COM 00191U102 69,770 -35,210 -33.54 6,152 -44.07 0.0015
2024-05-13 2024-03-31 13F ASGN COM 00191U102 104,980 -12,099 -10.33 10,998 -2.33 0.0027
2024-02-09 2023-12-31 13F ASGN COM 00191U102 117,079 6,797 6.16 11,259 25.00 0.0034
2023-11-09 2023-09-30 13F ASGN COM 00191U102 110,282 1,807 1.67 9,008 9.80 0.0031
2023-08-11 2023-06-30 13F ASGN COM 00191U102 108,475 38,168 54.29 8,204 41.14 0.0028
2023-05-12 2023-03-31 13F ASGN COM 00191U102 70,307 3,230 4.82 5,812 6.35 0.0021
2023-02-08 2022-12-31 13F ASGN COM 00191U102 67,077 20,256 43.26 5,465 29.17 0.0020
2022-11-10 2022-09-30 13F ASGN COM 00191U102 46,821 651 1.41 4,231 1.54 0.0019
2022-08-10 2022-06-30 13F ASGN COM 00191U102 46,170 -3,893 -7.78 4,167 -28.68 0.0017
2022-05-16 2022-03-31 13F ASGN COM 00191U102 50,063 -30,880 -38.15 5,843 -41.50 0.0019
2022-02-14 2021-12-31 13F ASGN COM 00191U102 80,943 31,328 63.14 9,988 77.91 0.0029
2021-11-15 2021-09-30 13F ASGN COM 00191U102 49,615 -4,208 -7.82 5,614 7.61 0.0018
2021-08-13 2021-06-30 13F ASGN COM 00191U102 53,823 -10,637 -16.50 5,217 -15.20 0.0017
2021-05-12 2021-03-31 13F ASGN COM 00191U102 64,460 -1,269 -1.93 6,152 12.06 0.0020
2021-02-11 2020-12-31 13F ASGN COM 00191U102 65,729 20,493 45.30 5,490 90.96 0.0019
2020-11-12 2020-09-30 13F ASGN COM 00191U102 45,236 -2,950 -6.12 2,875 -10.52 0.0011
2020-07-31 2020-06-30 13F ASGN COM 00191U102 48,186 -23,296 -32.59 3,213 27.25 0.0014
2020-05-01 2020-03-31 13F ASGN COM 00191U102 71,482 -87,875 -55.14 2,525 -77.67 0.0012
2020-02-14 2019-12-31 13F ASGN COM 00191U102 159,357 68,793 75.96 11,310 98.67 0.0039
2019-11-14 2019-09-30 13F ASGN COM 00191U102 90,564 24,675 37.45 5,693 42.57 0.0022
2019-08-14 2019-06-30 13F ASGN COM 00191U102 65,889 17,146 35.18 3,993 29.01 0.0015
2019-05-14 2019-03-31 13F ASGN COM 00191U102 48,743 -15,279 -23.87 3,095 -11.29 0.0013
2019-02-14 2018-12-31 13F ASGN COM 00191U102 64,022 -1,779 -2.70 3,489 -32.83 0.0016
2018-11-14 2018-09-30 13F ASGN COM 00191U102 65,801 -14,011 -17.56 5,194 -16.76 0.0021
2018-08-14 2018-06-30 13F ASGN COM 00191U102 79,812 79,812 6,240 0.0027
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.