EFAX

State Street SPDR Msci Eafe$55.84 0.21%
UnclassifiedUSCUSIP 78470E106· EOD Aug 5, 2026◍ Confluence graph
Tracked 13F Holders
86
-39 QoQ
13F Value (tracked)
$190.8M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)28 adding · 8 trimming
Insider net (180d)$0

Price & smart-money activity

$55.84 0.21%5Y +30.9%
$26.93$34.69$42.45$50.22$57.9820212022202320242025202634649354368317210774959311466151018112292072511181017
Hover for who · click for detailEnd-of-day closing prices52w $46.69 – $55.84

Who owns EFAX?

86 tracked 13F filers

86 tracked 13F filers disclose a position in EFAX as of the latest SEC 13F filings, a combined $190.8M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1Gemmer Asset Management LLC
$38.6M
714K
+2.7%
Added · +19K sh
Q2 2026
2FLPUTNAM INVESTMENT MANAGEMENT CO
$17.9M
332K
−5.1%
Reduced · −18K sh
Q2 2026
3BAILARD, INC.
$13.6M
252K
+7.0%
Added · +17K sh
Q2 2026
4BANK OF AMERICA CORP /DE/
$11.7M
235K
−16%
Reduced · −45K sh
Q1 2026
5Leith Wheeler Investment Counsel Ltd.
$12.2M
226K
New
+226K sh
Q2 2026
6Rockefeller Capital Management L.P.
$8.3M
166K
Held
Q1 2026
7SCS Capital Management LLC
$7.5M
139K
20×
Added · +132K sh
Q2 2026
8Cerity Partners LLC
$6.1M
122K
+0.9%
Added · +1K sh
Q1 2026
9SEI INVESTMENTS CO
$6.0M
120K
−2.5%
Reduced · −3K sh
Q1 2026
10LPL Financial LLC
$6.0M
120K
~0%
Reduced · −30 sh
Q1 2026
11CITADEL ADVISORS LLC
$5.5M
110K
+52%
Added · +37K sh
Q1 2026
12SUSQUEHANNA INTERNATIONAL GROUP, LLP
$4.8M
96K
−18%
Reduced · −21K sh
Q1 2026
13Composition Wealth, LLC
$4.9M
91K
−2.2%
Reduced · −2K sh
Q2 2026
14ROYAL BANK OF CANADA
$3.7M
75K
+3.2%
Added · +2K sh
Q1 2026
15Mariner, LLC
$3.7M
73K
+24%
Added · +14K sh
Q1 2026
16NEPC LLC
$2.7M
53K
Held
Q1 2026
17JANE STREET GROUP, LLC
$2.6M
53K
+167%
Added · +33K sh
Q1 2026
18Values Added Financial LLC
$2.7M
51K
−11%
Reduced · −7K sh
Q2 2026
19XPONANCE LLC
$2.0M
41K
+2.5%
Added · +992 sh
Q1 2026
20HARBOUR INVESTMENTS, INC.
$1.8M
37K
+3.8%
Added · +1K sh
Q1 2026
21TIFF ADVISORY SERVICES, LLC
$1.8M
33K
+4.3%
Added · +1K sh
Q2 2026
22MERCER GLOBAL ADVISORS INC /ADV
$1.5M
31K
New
+31K sh
Q1 2026
23CAMELOT TECHNOLOGY ADVISORS, INC.
$1.4M
25K
+22%
Added · +5K sh
Q2 2026
24AGF MANAGEMENT LTD
$1.3M
25K
+0.3%
Added · +75 sh
Q1 2026
25BRADLEY FOSTER & SARGENT INC/CT
$1.1M
22K
Held
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is EFAX being bought or sold by institutions?

Last quarter, 5 funds opened a new position in EFAX and 23 added to an existing one, while 8 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
5
funds
Added
23
funds
Reduced
8
funds
Exited
0
funds

Funds that own EFAX also own

CompanyCo-held byCombined value
ISHARES CORE S&P 500 ETFIVV41 funds$6.4B
MICROSOFT CORPMSFT40 funds$9.9B
NVIDIA CORPNVDA39 funds$16.5B
APPLE INCAAPL39 funds$11.3B
AMAZON.COM INCAMZN39 funds$8.1B
SS SPDR S&P 500 ETF TRUST-USSPY39 funds$2.4B
VANGUARD S&P 500 ETFVOO38 funds$2.8B
JOHNSON & JOHNSONJNJ38 funds$2.4B
BERKSHIRE HATHAWAY INC-CL BBRK/B38 funds$2.3B
ALPHABET INC-CL AGOOGL37 funds$6.0B
ALPHABET INC-CL CGOOG37 funds$5.0B
VANGUARD FTSE DEVELOPED ETFVEA37 funds$3.2B

Ranked by how many of EFAX's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Institutional ownership over time

33 funds-23 since Q3 2024
03672Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $72.0M

Share classes

Class13F holdersValue held
EFAXthis pagecom86 funds$190.8M
EEMXcom45 funds$42.5M
XCNYSTATE STREET7 funds$5.8M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in EFAX

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/EFAX/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for EFAX.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for EFAX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.