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TransUnion

TRU Financials
$69.19 +$2.7 (4.06%)
Market Cap: $13.35 B
Gurus Holding
7
Popularity Rank
#1219
% of Shares Held
1.18%
Net Activity (Q4 2025)
-$244.69 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 Q4 2025, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $156.89 M.

Top institutional holders include Manning & Napier Group and Diamond Hill Capital.

Institutional sentiment is currently Bearish. This is evidenced by a $244.69 M net outflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 138.3%. Conversely, Tom Gayner reduced exposure by 98.0%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$27.57 M
Total Buy Value
New Buys 0
Additions 4
-$272.26 M
Total Sell Value
Reductions 3
Sold Out 3

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
6
Net Buyers
4

FAQs for TransUnion (TRU)

Major holders include Manning & Napier Group ($115.71 M), Diamond Hill Capital ($33.64 M), Cliff Asness ($32.86 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 2.27 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $244.69 M, with 4 managers increasing positions and 6 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 3 fully exited TRU. The total reported sell value was $272.26 M.

Yes, 0 managers opened new positions in TRU, and 4 increased their existing holdings. The total reported buy value was $27.57 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
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
0.02% Add 138.3% 383,169 $32.86 M Q4 2025
0.02% Add 82.1% 74,654 $6.4 M Q4 2025
0.02% Add 26.5% 72,093 $6.18 M Q4 2025
0.01% Reduce -41.4% 13,175 $1.13 M Q4 2025
0.00% Reduce -98.0% 2,000 $171,500 Q4 2025
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