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Equifax Inc.

EFX Industrials
$169 +$0.96 (0.57%)
Market Cap: $19.85 B
Gurus Holding
11
Popularity Rank
#381
% of Shares Held
5.73%
Net Activity (Q2 2026)
+$443.57 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 Q2 2026, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.14 B.

Top institutional holders include Cliff Asness and Al Gore.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $443.57 M net inflow during the quarter.

Recent activity highlights John Armitage who opened a new position. Conversely, Mark Hillman reduced exposure by 7.5%.

Key Holders

Top 5 by Value

$415.92 M
$290.87 M
$235.09 M
$30.47 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$451.39 M
Total Buy Value
New Buys 5
Additions 4
-$7.82 M
Total Sell Value
Reductions 1
Sold Out 2

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
3
Net Buyers
9

FAQs for Equifax Inc. (EFX)

Major holders include Cliff Asness ($415.92 M), Al Gore ($290.87 M), John Armitage ($235.09 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 6.73 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $443.57 M, with 9 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 2 fully exited EFX. The total reported sell value was $7.82 M.

Yes, 5 managers opened new positions in EFX, and 4 increased their existing holdings. The total reported buy value was $451.39 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.14% Add 51.3% 2,669,074 $415.92 M Q2 2026
2.83% Add 3.2% 1,832,583 $290.87 M Q2 2026
2.27% New Buy 1,481,188 $235.09 M Q2 2026
0.25% New Buy 199,342 $31.64 M Q2 2026
2.11% Add 2.3% 191,980 $30.47 M Q2 2026
0.03% New Buy 116,778 $18.54 M Q2 2026
0.09% 72,850 $11.56 M Q2 2026
0.02% Add 24.1% 67,257 $10.68 M Q2 2026
0.01% New Buy 47,152 $7.48 M Q2 2026
0.01% New Buy 36,395 $5.78 M Q2 2026
1.44% Reduce -7.5% 12,541 $1.99 M Q2 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form