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 Q3 2025, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $719.92 M.
Top institutional holders include Al Gore and Cliff Asness.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $91.32 M net inflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 956.5%. Conversely, Joel Greenblatt reduced exposure by 65.4%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 4.65% | Add 6.4% | 2,736,467 | $701.99 M | Q3 2025 | |
| 0.05% | Add 956.5% | 328,592 | $84.25 M | Q3 2025 | |
| 2.99% | Add 2.0% | 214,600 | $55.05 M | Q3 2025 | |
| 0.89% | 144,000 | $36.94 M | Q3 2025 | ||
| 0.15% | 72,850 | $18.69 M | Q3 2025 | ||
| 0.87% | Add 20.0% | 18,000 | $4.62 M | Q3 2025 | |
| 1.63% | Reduce -1.4% | 10,925 | $2.8 M | Q3 2025 | |
| 0.00% | Reduce -65.4% | 2,605 | $668,261 | Q3 2025 | |
| 0.04% | 1,000 | $256,530 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Equifax Inc. (EFX)
Major holders include Al Gore ($701.99 M), Cliff Asness ($84.25 M), Wallace Weitz ($55.05 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 3.53 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $91.32 M, with 4 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 2 fully exited EFX. The total reported sell value was $28.72 M.
Yes, 0 managers opened new positions in EFX, and 4 increased their existing holdings. The total reported buy value was $120.04 M.