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TransUnion

TRU Financials
$73.48 +$3.26 (4.64%)
Market Cap: $14.27 B
Gurus Holding
10
Popularity Rank
#351
% of Shares Held
2.60%
Net Activity (Q3 2025)
+$243.98 M

Guru Ownership Trend

Guru Analysis for TransUnion (TRU)

TransUnion (TRU), a key player in the Financials sector, continues to attract institutional attention.

As of Q3 2025, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $370.42 M.

Top institutional holders include Steven Cohen and John Armitage.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $243.98 M net inflow during the quarter.

Recent activity highlights Steven Cohen who increased their stake by 810.1%. Conversely, Tom Gayner reduced exposure by 98.0%.

Key Holders

Top 5 by Value

$130.87 M
$122.74 M
$13.47 M

Top 5 by Conviction

Recent Activity Breakdown (Q3 2025)

+$252.42 M
Total Buy Value
New Buys 3
Additions 4
-$8.44 M
Total Sell Value
Reductions 2
Sold Out 0

Guru Consensus (Q3 2025)

Based on recent activity
Net Sellers
2
Net Buyers
7

FAQs for TransUnion (TRU)

Major holders include Steven Cohen ($130.87 M), John Armitage ($122.74 M), Manning & Napier Group ($115.71 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 5.04 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $243.98 M, with 7 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited TRU. The total reported sell value was $8.44 M.

Yes, 3 managers opened new positions in TRU, and 4 increased their existing holdings. The total reported buy value was $252.42 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.22% Add 810.1% 1,562,114 $130.87 M Q3 2025
1.29% New Buy 1,465,050 $122.74 M Q3 2025
1.50% Reduce -7.0% 1,330,206 $115.71 M Q4 2025
0.17% Add 14.7% 392,270 $33.64 M Q4 2025
0.01% Add 75.3% 160,766 $13.47 M Q3 2025
0.02% Add 0.2% 56,995 $4.78 M Q3 2025
0.01% New Buy 41,003 $3.44 M Q3 2025
0.01% New Buy 22,500 $1.89 M Q3 2025
0.01% Reduce -65.8% 8,135 $681,550 Q3 2025
0.00% Reduce -98.0% 2,000 $171,500 Q4 2025
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form