Dev Kantesaria's EFX Position Overview
Dev Kantesaria (via Valley Forge Capital Management, Lp) currently holds 144,000 shares of Equifax Inc. (EFX) worth $36.94 M, representing 0.89% of the portfolio. First purchased in 2017-Q3, this short-term holding has been held for 8 quarters.
Based on 13F filings, Dev Kantesaria has maintained this position in EFX for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2017, adding 147,503 shares. Largest reduction occurred in Q2 2018, reducing 270,003 shares.
Analysis based on 13F filings available since 2013 Q2
Dev Kantesaria's Equifax (EFX) Holding Value Over Time
Track share changes against reported price movement
Quarterly Equifax (EFX) Trades by Dev Kantesaria
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2017 | +94,000 | New Buy | 94,000 | $105.99 |
| Q4 2017 | +147,503 | Add 156.92% | 241,503 | $117.92 |
| Q1 2018 | +28,500 | Add 11.80% | 270,003 | $117.81 |
| Q2 2018 | -270,003 | Sold Out | 0 | $0.00 |
| Q4 2024 | +144,000 | New Buy | 144,000 | $254.85 |
Dev Kantesaria's Equifax Investment FAQs
Dev Kantesaria first purchased Equifax Inc. (EFX) in Q3 2017, acquiring 94,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Dev Kantesaria has held Equifax Inc. (EFX) for 8 quarters since Q3 2017.
Dev Kantesaria's largest addition to Equifax Inc. (EFX) was in Q4 2017, adding 241,503 shares worth $28.48 M.
According to the latest 13F filing for Q3 2025, Dev Kantesaria's firm, Valley Forge Capital Management, Lp, owns 144,000 shares of Equifax Inc. (EFX), valued at approximately $36.94 M.
As of the Q3 2025 filing, Equifax Inc. (EFX) represents approximately 0.89% of Dev Kantesaria's publicly disclosed stock portfolio, making it one of their key holdings.
Dev Kantesaria's peak holding in Equifax Inc. (EFX) was 270,003 shares, as reported at the end of Q1 2018.