Equifax Inc.

EFX Industrials
$217.02 $-3.81 (-1.73%)
Market Cap: $26.56 B
Gurus Holding
9
Popularity Rank
#597
% of Shares Held
2.88%
Net Activity (Q3 2025)
+$91.32 M

Guru Ownership Over Time

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 $765.87 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 % of portfolio Activity Shares Value Peroid
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

Key Holders

Top 5 by Value

$701.99 M
$84.25 M
$55.05 M
$36.94 M
$18.69 M

Top 5 by Conviction

Recent Activity Breakdown(Q3 2025)

+$120.04 M
Total Buy Value
New Buys: 0
Additions: 4
-$28.72 M
Total Sell Value
Reductions: 2
Sold Out: 2

Guru Consensus (Q3 2025)

Based on recent guru activity
Net Sellers
4
Net Buyers
4

FAQs for Equifax Inc. (EFX)

Top Guru holders include Al Gore ($701.99 M), Cliff Asness ($84.25 M), Wallace Weitz ($55.05 M). Collectively, tracked Gurus hold 3.53 M shares.

Based on recent 13F filings, the sentiment is **Positive (Net Buy)**. There was a net inflow of $91.32 M, with 4 Gurus buying and 4 Gurus selling.

In the recent quarter, 2 Gurus reduced their positions, and 2 Gurus sold out of EFX completely. Total sell value was $28.72 M.

Yes, 0 Gurus opened new positions in EFX, and 4 added to their existing holdings. Total buy value was $120.04 M.