Investigate / reported ownership
EFX
Equifax Inc
11 tracked reported owners · snapshot updated 2026-10-04. Delayed disclosures, not live holdings or an investment recommendation.
Who reports owning EFX?
Select a manager to inspect their portfolio. Reports may cover different quarters; portfolio weights describe disclosed long 13F holdings, not total economic exposure.
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Bill Nygren | 1.6% | 33q | $1.18B | 7,447,263 |
| 2 | John Armitage | 2.3% | 3q | $235M | 1,481,188 |
| 3 | Jensen Investment Management | 1.4% | 40q | $59M | 370,551 |
| 4 | Joel Greenblatt | <0.1% | 35q | $39M | 245,518 |
| 5 | Wallace Weitz | 2.1% | 12q | $30M | 191,980 |
Go beyond ownership.
Equifax sells data, analytics and technology: information solutions for businesses, governments and consumers, plus human resources process automation and outsourcing for employers, built on its consumer and business databases.
Question to investigate: Can Equifax's data assets and cloud platform keep producing new products while demand and security risk stay exposed to economic and cyber conditions?
Company research reviewed 2026-10-02; a dated source-linked starting point, not the investors’ stated reasons.
Understand the business and investment case →Filing dates and original SEC sources
- Bill Nygren · 2026Q2 · filed 2026-08-14 ↗
- John Armitage · 2026Q2 · filed 2026-07-21 ↗
- Jensen Investment Management · 2026Q2 · filed 2026-08-07 ↗
- Joel Greenblatt · 2026Q2 · filed 2026-09-02 ↗
- Wallace Weitz · 2026Q2 · filed 2026-08-12 ↗
- AKO Capital · 2026Q2 · filed 2026-08-12 ↗
- Vulcan Value Partners · 2026Q2 · filed 2026-08-10 ↗
- Thomas Gayner · 2026Q2 · filed 2026-07-31 ↗
- Robert Olstein · 2026Q1 · filed 2026-04-21 ↗
- Hillman Capital Management · 2026Q2 · filed 2026-08-14 ↗
- Lindsell Train · 2026Q2 · filed 2026-07-15 ↗
A material reported change · Q1 2026
AKO Capital reduced reported EFX shares by 47.3%.
Holdings as of Mar 31, 2026 · filed May 15, 2026. Position at period end: 1.4% of the reported portfolio. The filing does not reveal the trade date, price, or reason.
Reported position changes
Net disclosed share changes—not individual trades or execution dates. NEW has no prior-position percentage comparison; EXIT weight refers to the previous report.
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| AKO Capital | TRIM | 0.5% | -67% | $21M | Aug 12, 2026 |
| Vulcan Value Partners | NEW | 0.4% | New position | $14M | Aug 10, 2026 |
| William Von Mueffling | EXIT | 2.1% | -100% | $0 | Jul 29, 2026 |
| John Armitage | NEW | 2.3% | New position | $235M | Jul 21, 2026 |
Explore earlier changes and contrasting evidence
Selected historical records. Retrospective outcomes do not establish predictive skill.
Compare the reported increases and reductions →Q1 2026
filed May 15, 2026
45d lag
+3.1% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2026
filed May 15, 2026
45d lag
+3.1% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2026
filed May 15, 2026
45d lag
+3.1% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2026
filed Apr 21, 2026
21d lag
-9.6% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2025
filed May 15, 2025
45d lag
-19.6% vs SPY
63 sessions after disclosure
direction not supported so far
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Long US 13F disclosures omit shorts and can be amended. CUSIP 294429105. No current price, valuation or manager motive is inferred.