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TransUnion

TRU Financials
$69.42 +$0.49 (0.71%)
Market Cap: $13.38 B
Gurus Holding
5
Popularity Rank
#1663
% of Shares Held
1.80%
Net Activity (Q1 2026)
+$82.39 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 Q1 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $241.23 M.

Top institutional holders include Cliff Asness and Manning & Napier Group.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $82.39 M net inflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 320.3%. Conversely, Joel Greenblatt reduced exposure by 27.8%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$90.87 M
Total Buy Value
New Buys 0
Additions 2
-$8.47 M
Total Sell Value
Reductions 3
Sold Out 2

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
5
Net Buyers
2

FAQs for TransUnion (TRU)

Major holders include Cliff Asness ($110.26 M), Manning & Napier Group ($87 M), Diamond Hill Capital ($33.98 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 3.47 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $82.39 M, with 2 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 2 fully exited TRU. The total reported sell value was $8.47 M.

Yes, 0 managers opened new positions in TRU, and 2 increased their existing holdings. The total reported buy value was $90.87 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.05% Add 320.3% 1,610,599 $110.26 M Q1 2026
1.23% Reduce -5.5% 1,257,357 $87 M Q1 2026
0.21% Add 25.2% 491,075 $33.98 M Q1 2026
0.02% Reduce -14.5% 63,861 $4.42 M Q1 2026
0.01% Reduce -27.8% 52,073 $3.6 M Q1 2026
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