Follow-The-Filings

Security · featured owners

EFX Equifax Inc.

Industrials COM Equity as of 2026 Q2 among managers we track

  • 12 Owners
  • #60
  • Max 2.3%
  • Master 0.13%
  • $2.3B
  • 2 new 4 add 5 reduce 1 exit

Who owns this now

Largest portfolio weights among featured holders · max 2.3% (John Armitage - Egerton Capital (UK)) · not free-float ownership

  1. John Armitage new 2.3%
  2. Wallace Weitz add 2.1%
  3. Bill Nygren / Oakmark reduce 1.6%
  4. Eric Mandelblatt add 1.5%
  5. Hillman Capital Management reduce 1.4%
  6. Jensen Investment Management reduce 1.4%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Bill Nygren / Oakmark - Harris Associates L P 2026 Q2 1.6% Reduce −1.1% 7,447,263 $1.2B history
Eric Mandelblatt - Soroban Capital Partners 2026 Q2 1.5% Add +5.4% 4,410,883 $700M history
John Armitage - Egerton Capital (UK) 2026 Q2 2.3% New 2.3% 1,481,188 $235M history
Jensen Investment Management 2026 Q2 1.4% Reduce −52.7% 370,551 $59M history
Wallace Weitz - Weitz Investment Management 2026 Q2 2.1% Add +2.3% 191,980 $30M history
Chris James - Meritage Group 2026 Q2 0.95% Add +0.6% 155,295 $25M history
Ako Capital 2026 Q2 0.50% Reduce −66.7% 134,439 $21M history
Vulcan Value Partners 2026 Q2 0.44% New 0.44% 90,748 $14M history
Thomas Gayner - Markel Group 2026 Q2 0.09% Hold 72,850 $12M history
Hillman Capital Management 2026 Q2 1.4% Reduce −7.5% 12,541 $2M history
Lindsell Train 2026 Q2 0.07% Add +2.6% 11,800 $2M history
Ron Baron - Bamco Inc. (Baron Capital) 2026 Q2 <0.01% Reduce −1.3% 2,668 $423K history
William Von Mueffling - Cantillon Capital Management exited 2026 Q2 last 2026 Q1 2.1% Exit −2.14% 1,791,379 $323M history

12 current · 1 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 11 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 8.01,9.01 Filing Doc
424B2 Filing Doc
424B2 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
8-K 5.03,9.01 Filing Doc
8-K 5.07 Filing Doc
8-K 1.01,2.03,9.01 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
DEFA14A Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 11 rows shown

Filed Form Detail Links
4 Period Sep 3, 2026 Filing Doc
4 Period Aug 10, 2026 Filing Doc
4 Period Jul 24, 2026 Filing Doc
4 Period Jun 30, 2026 Filing Doc
4 Period May 7, 2026 · 9 forms Filing Doc
4 Period May 6, 2026 Filing Doc
4 Period May 1, 2026 Filing Doc
4 Period Apr 24, 2026 Filing Doc
4 Period Mar 31, 2026 Filing Doc
4 Period Mar 2, 2026 Filing Doc
4 Period Feb 25, 2026 · 7 forms Filing Doc

Updated 4 days ago Source: SEC EDGAR submissions All on EDGAR

financials

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

Income statement

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

Balance sheet

Metric 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

Metric FY2023 FY2024 FY2025
Cash from operations $1.12B $1.32B $1.62B
Cash from investing -$878.2M -$511.5M -$554.3M
Cash from financing -$0.306B -$0.846B -$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

ownership over time

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