Security

EFX

Equifax Inc. · COM

CUSIP 294429105 Equity holders as of 2026 Q1 (each manager’s latest book)

18 owners 2 new 4 exits max 2.8% (Jensen Investment Managem...)

grid → activity →
owners 18
rank #130
master % 0.11%
max % 2.8%
tracked value $8.9B
qoq N 2 A 8 R 6 E 4

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Jensen Investment Management Inc. 2026 Q1 2.8% Reduce -0.03 pp 783,100 $141M hist
Wallace Weitz - Weitz Investment Management, Inc. 2026 Q1 2.4% Reduce -0.41 pp 187,605 $34M hist
John Armitage - Egerton Capital (UK) LLP 2026 Q2 stale 2.3% New 2.3% 1,481,188 $235M hist
William Von Mueffling - Cantillon Capital Management LLC 2026 Q1 2.1% Add +0.12 pp 1,791,379 $323M hist
Bill Nygren / Oakmark - Harris Associates L P 2026 Q1 1.8% Reduce -0.27 pp 7,529,116 $1.4B hist
Hillman Capital Management, Inc. 2026 Q1 1.7% Add +0.18 pp 13,556 $2.4B hist
Eric Mandelblatt - Soroban Capital Partners LP 2026 Q1 1.5% Add -0.37 pp 4,184,569 $754M hist
Robert Olstein - Olstein Capital Management, L.P. 2026 Q1 1.5% Exit -1.45 pp 37,000 $7M hist
Ako Capital LLP 2026 Q1 1.4% Reduce -1.11 pp 403,774 $73M hist
Natixis Advisors, LLC 2026 Q1 0.1% Reduce -0.03 pp 462,707 $83M hist
Two Sigma Investments, LP 2025 Q4 stale 0.1% Exit -0.09 pp 304,301 $66M hist
Lindsell Train - Lindsell Train Ltd 2026 Q2 stale 0.1% Add +0.01 pp 11,800 $2M hist
Vanguard Group Inc. 2025 Q4 stale 0.1% Reduce -0.01 pp 14,965,462 $3.2B hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Add +0.03 pp 54,187 $10M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add +0.02 pp 313,167 $56M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add 0.00 pp 175,055 $32M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% New 0.0% 96,685 $17M hist
Ancora Advisors LLC 2026 Q1 0.0% Add 0.00 pp 351 $63 hist
Dev Kantesaria - Valley Forge Capital Management, LP exited 2026 Q1 last 2025 Q4 0.7% Exit -0.72 pp 146,352 $32M hist
Lee Ainslie - Maverick Capital Ltd exited 2026 Q1 last 2025 Q4 0.1% Exit -0.05 pp 22,896 $5M hist
Steve Cohen - Point72 Asset Management, L.P. exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 18,698 $4M hist
Ray Dalio - Bridgewater Associates, LP exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 2,351 $510 hist

18 current · 4 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

line FY2023 FY2024 FY2025
Revenue $5.27B $5.68B $6.07B
Gross profit — — —
Gross margin — — —
Net income $545.3M $604.1M $660.3M
Net margin * 10.4% 10.6% 10.9%

Balance sheet

line FY2023 FY2024 FY2025
Total current assets $1.36B $1.36B $1.41B
Total non-current assets * $10.92B $10.4B $10.45B
Total assets $12.28B $11.76B $11.86B
Total current liabilities $2.02B $1.81B $2.34B
Total non-current liabilities * $5.57B $5.03B $4.79B
Total equity $4.53B $4.8B $4.6B

Cash flow

line FY2023 FY2024 FY2025
Cash from operations $1.12B $1.32B $1.62B
Cash from investing -$878.2M -$511.5M -$554.3M
Cash from financing -$306.2M -$846.4M -$1.06B
Net change in cash -$68.4M -$46.9M $10.9M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings · CIK 0000033185

ownership over time

filing count by report period · click a bar for that quarter’s holders