Follow-The-Filings

Security

TRU

Transunion · COM

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

16 owners 1 exit max 9.5% (Chris James - Meritage Gr...)

grid → activity →
owners 16
max % 9.5%
tracked value $3.8B
qoq A 9 R 5 E 1

holders

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

manager % port activity shares value history
Chris James - Meritage Group LP 2026 Q1 9.5% Reduce -4.74 pp 3,632,870 $251M hist
Vulcan Value Partners, LLC 2026 Q1 5.9% Add +4.21 pp 3,207,405 $222M hist
Triple Frond Partners LLC 2026 Q1 5.9% Add +0.96 pp 817,828 $57M hist
Dodge & Cox 2026 Q1 0.6% Add +0.16 pp 16,189,511 $1.1B hist
Ron Baron - Bamco Inc. /NY/ (Baron Capital) 2026 Q1 0.1% Reduce -0.06 pp 641,179 $44M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.1% Add +0.03 pp 1,610,599 $110M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add +0.03 pp 3,143,309 $217M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 18,628,070 $1.6B hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add +0.01 pp 746,105 $52M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Reduce 0.00 pp 63,861 $4M hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.01 pp 1,038,710 $89M hist
Natixis Advisors, LLC 2026 Q1 0.0% Add 0.00 pp 76,647 $5M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Reduce -0.01 pp 52,073 $4M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit 0.00 pp 21,110 $2M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Add 0.00 pp 7,205 $499 hist
Ancora Advisors LLC 2026 Q1 0.0% Add 0.00 pp 1,023 $71 hist
Farallon Capital Management LLC exited 2026 Q1 last 2025 Q4 0.3% Exit -0.27 pp 675,000 $58M hist

16 current · 1 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

Metric FY2023 FY2024 FY2025
Revenue $940.3M $4.18B $4.58B
Gross profit — — —
Gross margin — — —
Net income $52.6M $284.4M $455.4M
Net margin * 5.6% 6.8% 10.0%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $1.48B $1.8B $2.02B
Total non-current assets * $9.63B $9.18B $9.1B
Total assets $11.11B $10.98B $11.11B
Total current liabilities $1B $1.06B $1.15B
Total non-current liabilities * $6B $5.61B $5.41B
Total equity $4.01B $4.22B $4.44B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $645.4M $832.5M $987.6M
Cash from investing -$318.9M -$307.4M -$331.7M
Cash from financing -$438.8M -$308.7M -$494.6M
Net change in cash -$109.1M $203.3M $174.1M

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