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Equifax Inc.

EFX Industrials
$158.37 +$0.65 (0.41%)
Market Cap: $18.86 B
Gurus Holding
8
Popularity Rank
#803
% of Shares Held
3.28%
Net Activity (Q1 2026)
+$228.11 M

Guru Ownership Trend

Guru Analysis for Equifax Inc. (EFX)

Equifax Inc. (EFX), a key player in the Industrials sector, continues to attract institutional attention.

As of Q1 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $619.27 M.

Top institutional holders include Al Gore and Cliff Asness.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $228.11 M net inflow during the quarter.

Recent activity highlights Joel Greenblatt who increased their stake by 817.3%. Conversely, Wallace Weitz reduced exposure by 12.7%.

Key Holders

Top 5 by Value

$319.73 M
$314.96 M
$33.78 M
$13.12 M
$9.76 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$304.51 M
Total Buy Value
New Buys 0
Additions 6
-$76.4 M
Total Sell Value
Reductions 1
Sold Out 7

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
8
Net Buyers
6

FAQs for Equifax Inc. (EFX)

Major holders include Al Gore ($319.73 M), Cliff Asness ($314.96 M), Wallace Weitz ($33.78 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 3.91 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $228.11 M, with 6 managers increasing positions and 8 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 7 fully exited EFX. The total reported sell value was $76.4 M.

Yes, 0 managers opened new positions in EFX, and 6 increased their existing holdings. The total reported buy value was $304.51 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
2.87% Add 13.0% 1,775,609 $319.73 M Q1 2026
0.14% Add 424.9% 1,763,907 $314.96 M Q1 2026
2.36% Reduce -12.7% 187,605 $33.78 M Q1 2026
0.11% 72,850 $13.12 M Q1 2026
0.03% Add 817.3% 54,187 $9.76 M Q1 2026
1.45% Add 105.6% 37,000 $6.66 M Q1 2026
1.70% Add 22.4% 13,556 $2.44 M Q1 2026
0.01% Add 35.6% 5,547 $998,848 Q1 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form