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Equifax Inc.

EFX Industrials
$184.28 +$1.82 (1.00%)
Market Cap: $22.16 B
Gurus Holding
15
Popularity Rank
#123
% of Shares Held
2.13%
Net Activity (Q4 2025)
-$209.4 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 Q4 2025, a total of 15 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $472.49 M.

Top institutional holders include Al Gore and Cliff Asness.

Institutional sentiment is currently Bearish. This is evidenced by a $209.4 M net outflow during the quarter.

Recent activity highlights Joel Greenblatt who increased their stake by 126.8%. Conversely, Al Gore reduced exposure by 42.6%.

Key Holders

Top 5 by Value

$341.02 M
$72.91 M
$46.62 M
$31.76 M
$27.55 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$43.34 M
Total Buy Value
New Buys 6
Additions 5
-$252.74 M
Total Sell Value
Reductions 1
Sold Out 0

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
1
Net Buyers
11

FAQs for Equifax Inc. (EFX)

Major holders include Al Gore ($341.02 M), Cliff Asness ($72.91 M), Wallace Weitz ($46.62 M). According to the latest reported data, 15 tracked investment managers collectively hold approximately 2.56 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $209.4 M, with 11 managers increasing positions and 1 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 0 fully exited EFX. The total reported sell value was $252.74 M.

Yes, 6 managers opened new positions in EFX, and 5 increased their existing holdings. The total reported buy value was $43.34 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
2.37% Reduce -42.6% 1,571,674 $341.02 M Q4 2025
0.04% Add 2.3% 336,036 $72.91 M Q4 2025
2.76% Add 0.1% 214,880 $46.62 M Q4 2025
0.72% Add 1.6% 146,352 $31.76 M Q4 2025
0.05% New Buy 126,963 $27.55 M Q4 2025
0.13% 72,850 $15.81 M Q4 2025
0.05% New Buy 22,896 $4.97 M Q4 2025
0.00% New Buy 18,698 $4.06 M Q4 2025
0.80% 18,000 $3.91 M Q4 2025
0.03% New Buy 11,193 $2.43 M Q4 2025
1.51% Add 1.4% 11,079 $2.4 M Q4 2025
0.00% Add 126.8% 5,907 $1.28 M Q4 2025
0.00% New Buy 4,092 $887,882 Q4 2025
0.00% New Buy 2,351 $510,120 Q4 2025
0.03% 1,000 $216,980 Q4 2025
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form