Joel Greenblatt's EFX Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 2,605 shares of Equifax Inc. (EFX) worth $668,261, representing 0.00% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in EFX, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2017, adding 79,217 shares. Largest reduction occurred in Q4 2017, reducing 109,942 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Equifax (EFX) Holding Value Over Time
Track share changes against reported price movement
Quarterly Equifax (EFX) Trades by Joel Greenblatt
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +15,593 | Add 0.00% | 15,592 | $58.94 |
| Q3 2013 | +26,925 | Add 172.68% | 42,517 | $59.86 |
| Q4 2013 | -42,517 | Sold Out | 42,517 | $0.00 |
| Q1 2014 | +26,324 | New Buy | 26,324 | $68.04 |
| Q2 2014 | -26,324 | Sold Out | 26,324 | $0.00 |
| Q2 2015 | +4,781 | New Buy | 4,781 | $97.05 |
| Q3 2015 | -4,781 | Sold Out | 4,781 | $0.00 |
| Q3 2016 | +2,864 | New Buy | 2,864 | $134.43 |
| Q4 2016 | +7,275 | Add 254.02% | 10,139 | $118.26 |
| Q1 2017 | -10,139 | Sold Out | 10,139 | $0.00 |
| Q2 2017 | +32,482 | New Buy | 32,482 | $137.43 |
| Q3 2017 | +79,217 | Add 243.88% | 111,699 | $105.99 |
| Q4 2017 | -109,942 | Reduce 98.43% | 1,757 | $117.81 |
| Q1 2018 | -34 | Reduce 1.94% | 1,723 | $117.82 |
| Q2 2018 | +1,023 | Add 59.37% | 2,746 | $125.27 |
| Q3 2018 | -315 | Reduce 11.47% | 2,431 | $130.40 |
| Q4 2018 | -2,431 | Sold Out | 2,431 | $0.00 |
| Q4 2019 | +4,163 | New Buy | 4,163 | $140.04 |
| Q1 2020 | -4,163 | Sold Out | 4,163 | $0.00 |
| Q3 2020 | +3,887 | New Buy | 3,887 | $156.93 |
| Q4 2020 | -3,887 | Sold Out | 3,887 | $0.00 |
| Q3 2021 | +1,089 | New Buy | 1,089 | $253.44 |
| Q4 2021 | -1,089 | Sold Out | 1,089 | $0.00 |
| Q2 2022 | +4,892 | New Buy | 4,892 | $182.75 |
| Q3 2022 | +815 | Add 16.66% | 5,707 | $171.37 |
| Q4 2022 | -3,665 | Reduce 64.22% | 2,042 | $194.36 |
| Q1 2023 | -2,042 | Sold Out | 2,042 | $0.00 |
| Q1 2024 | +1,759 | New Buy | 1,759 | $267.52 |
| Q2 2024 | -1,759 | Sold Out | 1,759 | $0.00 |
| Q1 2025 | +1,642 | New Buy | 1,642 | $243.56 |
| Q2 2025 | +5,881 | Add 358.16% | 7,523 | $259.37 |
| Q3 2025 | -4,918 | Reduce 65.37% | 2,605 | $256.53 |
Joel Greenblatt's Equifax Investment FAQs
Joel Greenblatt first purchased Equifax Inc. (EFX) in Q2 2013, acquiring 15,592 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Equifax Inc. (EFX) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to Equifax Inc. (EFX) was in Q3 2017, adding 111,699 shares worth $11.84 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 2,605 shares of Equifax Inc. (EFX), valued at approximately $668,261. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Equifax Inc. (EFX) represents approximately 0.00% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's peak holding in Equifax Inc. (EFX) was 111,699 shares, as reported at the end of Q3 2017. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.