Ray Dalio's EFX Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 2,351 shares of Equifax Inc. (EFX) worth $510,120, representing 0.00% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 30 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in EFX, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2017, adding 52,415 shares. Largest reduction occurred in Q4 2017, reducing 54,250 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Equifax (EFX) Holding Value Over Time
Track share changes against reported price movement
Quarterly Equifax (EFX) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +2,351 | New Buy | 2,351 | $216.98 |
| Q3 2024 | -4,130 | Sold Out | 0 | $0.00 |
| Q2 2024 | -3,977 | Reduce 49.06% | 4,130 | $242.46 |
| Q1 2024 | +2,697 | Add 49.85% | 8,107 | $267.52 |
| Q4 2023 | +5,410 | New Buy | 5,410 | $247.29 |
| Q1 2023 | -14,129 | Sold Out | 0 | $0.00 |
| Q4 2022 | -19,636 | Reduce 58.15% | 14,129 | $194.36 |
| Q3 2022 | -5,957 | Reduce 15.00% | 33,765 | $171.42 |
| Q2 2022 | +12,595 | Add 46.43% | 39,722 | $182.77 |
| Q1 2022 | +12,231 | Add 82.11% | 27,127 | $237.11 |
| Q4 2021 | +14,896 | New Buy | 14,896 | $292.76 |
| Q3 2020 | -4,420 | Sold Out | 0 | $0.00 |
| Q2 2020 | -2,214 | Reduce 33.37% | 4,420 | $171.95 |
| Q1 2020 | +6,634 | New Buy | 6,634 | $119.38 |
| Q4 2019 | -10,539 | Sold Out | 0 | $0.00 |
| Q3 2019 | -3,061 | Reduce 22.51% | 10,539 | $140.72 |
| Q2 2019 | +13,600 | New Buy | 13,600 | $135.22 |
| Q4 2017 | -54,250 | Sold Out | 0 | $0.00 |
| Q3 2017 | +52,415 | Add 2856.40% | 54,250 | $105.99 |
| Q2 2017 | +1,835 | New Buy | 1,835 | $137.33 |
| Q3 2016 | -3,300 | Sold Out | 0 | $0.00 |
| Q2 2016 | +3,300 | New Buy | 3,300 | $128.48 |
| Q4 2015 | -8,263 | Sold Out | 0 | $0.00 |
| Q3 2015 | +8,263 | New Buy | 8,263 | $97.18 |
| Q2 2015 | -3,663 | Sold Out | 0 | $0.00 |
| Q1 2015 | +3,663 | New Buy | 3,663 | $93.09 |
| Q2 2014 | -3,763 | Sold Out | 0 | $0.00 |
| Q1 2014 | +3,763 | New Buy | 3,763 | $68.03 |
| Q3 2013 | -3,900 | Sold Out | 0 | $0.00 |
| Q2 2013 | +3,900 | Add 0.00% | 3,900 | $58.97 |
Ray Dalio's Equifax Investment FAQs
Ray Dalio first purchased Equifax Inc. (EFX) in Q2 2013, acquiring 3,900 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held Equifax Inc. (EFX) for 30 quarters since Q2 2013.
Ray Dalio's largest addition to Equifax Inc. (EFX) was in Q3 2017, adding 54,250 shares worth $5.75 M.
According to the latest 13F filing for Q4 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 2,351 shares of Equifax Inc. (EFX), valued at approximately $510,120.
As of the Q4 2025 filing, Equifax Inc. (EFX) represents approximately 0.00% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in Equifax Inc. (EFX) was 54,250 shares, as reported at the end of Q3 2017.