Follow-The-Filings

Security · featured owners

TRU Transunion

Industrials COM Equity as of 2026 Q2 among managers we track

  • 5 Owners
  • Max 10.2%
  • $2.3B
  • 2 add 2 reduce

TRU (Transunion) is held in 5 featured 13F books as of 2026 Q2. Chris James - Meritage Group is the largest tracked holder by portfolio weight (10.2%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 10.2% (Chris James - Meritage Group) · not free-float ownership

  1. Chris James add 10.2%
  2. Vulcan Value Partners reduce 5.9%
  3. Triple Frond Partners 5.3%
  4. Dodge & Cox add 0.91%
  5. Ron Baron reduce 0.06%

holders

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

history
Dodge & Cox 2026 Q2 0.91% Add +49.5% 24,196,211 $1.7B history
Chris James - Meritage Group 2026 Q2 10.2% Add +0.6% 3,656,097 $264M history
Vulcan Value Partners 2026 Q2 5.9% Reduce −15.6% 2,707,249 $195M history
Triple Frond Partners 2026 Q2 5.3% Hold 817,828 $59M history
Ron Baron - Bamco Inc. (Baron Capital) 2026 Q2 0.06% Reduce −15.2% 544,036 $39M history

5 current · options excluded

SEC filings

Recent issuer filings from EDGAR · 3 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 2.02,7.01,9.01 Filing Doc
10-Q Filing Doc
8-K 5.07,9.01 Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 9 rows shown

Filed Form Detail Links
4 Period Sep 10, 2026 Filing Doc
4 Period Sep 1, 2026 · 4 forms Filing Doc
4 Period Aug 28, 2026 · 10 forms Filing Doc
4 Period Aug 11, 2026 Filing Doc
4 Period Aug 3, 2026 · 2 forms Filing Doc
4 Period Jul 28, 2026 Filing Doc
4 Period Jul 7, 2026 Filing Doc
4 Period Jul 1, 2026 · 3 forms Filing Doc
4 Period Jun 1, 2026 · 2 forms Filing Doc

Updated about 11 hours 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 $3.83B $4.18B $4.58B
Net income -$206.2M $284.4M $455.4M
Net margin * -5.4% 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