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All holdings

Equifax

EFX

Source: the SEC Form 13F filings of the managers we follow, latest for Q3 2026. How we use them

Managers holding
7
In their latest 13F (Q3 2026)
See who
Value held
$1.3bn
Combined value at quarter end
Last quarter
3 bought
4 sold or trimmed
Fund portfolios
4
Funds holding it
See which
Price at Q2 ’26 end
$158.72
-11.9% in the quarter

Prices here are quarter-end prices implied by the 13F filings. Today’s price on Yahoo Finance

Share price change by quarter

+21.2%Q3 ’24
-13.3%Q4 ’24
-4.4%Q1 ’25
+6.5%Q2 ’25
-1.1%Q3 ’25
-15.4%Q4 ’25
-17.0%Q1 ’26
-11.9%Q2 ’26
Q3 ’24: +21.2%; Q4 ’24: -13.3%; Q1 ’25: -4.4%; Q2 ’25: +6.5%; Q3 ’25: -1.1%; Q4 ’25: -15.4%; Q1 ’26: -17.0%; Q2 ’26: -11.9%

Change in the quarter-end price implied by managers’ 13F filings, adjusted for stock splits. Excludes dividends.

Managers holding it, by quarter

8Q4 ’23
8Q1 ’24
8Q2 ’24
8Q3 ’24
9Q4 ’24
9Q1 ’25
8Q2 ’25
8Q3 ’25
8Q4 ’25
7Q1 ’26
7Q2 ’26
0Q3 ’26
Q4 ’23: 8; Q1 ’24: 8; Q2 ’24: 8; Q3 ’24: 8; Q4 ’24: 9; Q1 ’25: 9; Q2 ’25: 8; Q3 ’25: 8; Q4 ’25: 8; Q1 ’26: 7; Q2 ’26: 7; Q3 ’26: 0

Counts the managers on this site whose 13F for that quarter includes Equifax.

Who holds it

Each manager’s latest 13F, sorted by how much of their portfolio it is. Changes are against their previous quarter.

Managers holding Equifax
Weitz Investment Management2.1%$30.5m$30.5mAdded +2.3%12 qtrs
Harris Associates (Oakmark)1.6%$1.2bn$1.2bnTrimmed -1.1%33 qtrs
Jensen Investment Management1.4%$58.8m$58.8mTrimmed -53%53 qtrs
AKO Capital0.5%$21.3m$21.3mTrimmed -67%22 qtrs
Vulcan Value Partners0.4%$14.4m$14.4mNew1 qtr
Markel Group0.1%$11.6m$11.6mUnchanged31 qtrs
Lindsell Train0.1%$1.9m$1.9mAdded +2.6%25 qtrs

Download the holders: CSV · JSON · Markdown

Directors buying and selling

Open-market trades by directors, officers and 10% holders over the last 12 months. How this works
From their Form 4 filings with the SEC. Grants, option exercises and shares sold to pay tax are left out.
Insider purchases and sales of Equifax
Bought or soldFiling
3 Sep 2026Gamble John W JrEVP, CFO & COO▼ Sold4,500$187.96$846kForm 4
24 Jul 2026Begor Mark WCEO▼ Sold21,543$172.00$3.7mForm 4
24 Jul 2026Begor Mark WCEO▼ Sold6,200$171.26$1.1mForm 4
24 Jul 2026Begor Mark WCEO▼ Sold4,112$172.79$711kForm 4
24 Jul 2026Begor Mark WCEO▼ Sold2,936$173.79$510kForm 4
24 Jul 2026Begor Mark WCEO▼ Sold1,300$174.91$227kForm 4
24 Jul 2026Begor Mark WCEO▼ Sold600$169.86$102kForm 4
24 Jul 2026Begor Mark WCEO▼ Sold600$168.47$101kForm 4
24 Jul 2026Begor Mark WCEO▼ Sold500$175.85$88kForm 4

About the company

Sector
Industrials · Services-Consumer Credit Reporting, Collection Agencies
Incorporated in
Georgia
Financial year ends
31 December
Shares outstanding
117m at 10 Jul 2026
SEC filings
Annual reports and other filings on EDGAR

Revenue and profit

2013
2015
$3.4bn2017
$3.5bn2019
$4.9bn2021
$5.3bn2023
$6.1bn2025
2013: not held; 2014: not held; 2015: not held; 2016: $3.1bn; 2017: $3.4bn; 2018: $3.4bn; 2019: $3.5bn; 2020: $4.1bn; 2021: $4.9bn; 2022: $5.1bn; 2023: $5.3bn; 2024: $5.7bn; 2025: $6.1bn
Equifax revenue and net income by year
YearRevenueNet income
2025$6.1bn$660m
2024$5.7bn$604m
2023$5.3bn$545m
2022$5.1bn$696m
2021$4.9bn$744m
2020$4.1bn$520m
2019$3.5bn−$384m
2018$3.4bn$311m
2017$3.4bn$587m
2016$3.1bn$489m
2015–$429m
2014–$367m
2013–$352m

From the company’s XBRL financial statements filed with the SEC, for each financial year. Gaps mean the company didn’t report that figure in a standard form.

Sold out last quarter

In fund portfolios

US-registered funds run by these managers that hold Equifax, from their latest N-PORT filings.

Funds holding Equifax
Vulcan Value Partners FundVulcan Value Partners4.4%$10.1m31 Jul 2026
Weitz Large Cap Equity FundWeitz Investment Management3.1%$19.7m30 Jun 2026
Weitz Partners Value FundWeitz Investment Management1.6%$7.9m30 Jun 2026
Jensen Quality Growth FundJensen Investment Management1.5%$45.4m31 May 2026