Follow The Filings

TRU Transunion

Industrials, filed as TRANSUNION (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2, sold by 2

  • 5 Owners
  • Max 10.2%
  • $2.3B
  • 1 add 2 reduce 1 small

In 2026 Q2 Dodge & Cox added to Transunion, while Vulcan Value Partners and Ron Baron trimmed.

Who owns this now

Largest portfolio weights among holders, up to 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%

Who owns TRU

Sorted by value, long equity only, as of 2026 Q2.

History
Dodge & Cox 0.91%, was 0.61% Add +49.5% 24,196,211 $1.7B History
Chris James, Meritage Group 10.2%, was 9.5% Small add +0.6% 3,656,097 $264M History
Vulcan Value Partners 5.9% Reduce −15.6% 2,707,249 $195M History
Triple Frond Partners 5.3% Hold 817,828 $59M History
Ron Baron, Bamco Inc. (Baron Capital) 0.06%, was 0.14% Reduce −15.2% 544,036 $39M History

5 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by TRU's executives, directors and 10% owners in the last 12 months, from their Form 4s

All TRU insider trades
  • None no insider bought on the open market
  • $1.8M sold by 1 insider outside a trading plan
  • $7.7M sold by 7 insiders under 10b5-1 plans
  1. Mohamed Abdelsadek EVP, Chief Global Solutions
    Planned sale
    $65K 897 shares at $72.21 1.7% of stake
    Traded Oct 15–16 Filed Oct 19
    ↗
  2. Steven M Chaouki President, US Markets
    Planned sale
    $70K 1,000 shares at $70.00 1.3% of stake
    Traded Oct 15 Filed Oct 16
    ↗
  3. Mohamed Abdelsadek EVP, Chief Global Solutions
    Planned sale
    $16K 250 shares at $62.29 0.5% of stake
    Traded Oct 1 Filed Oct 2
    ↗
  4. Todd C. Skinner President, International
    Planned sale
    $62K 1,000 shares at $62.29 1.8% of stake
    Traded Oct 1 Filed Oct 2
    ↗
  5. Mohamed Abdelsadek EVP, Chief Global Solutions
    Planned sale
    $99K 1,250 shares at $79.07 2.3% of stake
    Traded Sep 14 Filed Sep 16
    ↗
  6. Venkat Achanta EVP, Chief Tech, Data & Analy.
    Sale
    $1.8M 23,287 shares at $77.00 11% of stake
    Traded Sep 10 Filed Sep 14
    ↗
  7. Todd C. Skinner President, International
    Planned sale
    $84K 1,000 shares at $84.42 1.8% of stake
    Traded Sep 1 Filed Sep 3
    ↗
  8. Jennifer A. Williams SVP, Chief Accounting Officer
    Planned sale
    $90K 1,070 shares at $84.57 20% of stake
    Traded Aug 31 Filed Sep 1
    ↗
  9. Alicia Brooke Zuiker EVP, CHRO
    Planned sale
    $681K 8,673 shares at $78.49 17% of stake
    Traded Aug 11 Filed Aug 12
    ↗
  10. Todd C. Skinner President, International
    Planned sale
    $76K 950 shares at $79.96 1.5% of stake
    Traded Aug 3 Filed Aug 4
    ↗
  11. Steven M Chaouki President, US Markets
    Planned sale
    $80K 1,000 shares at $79.96 1.1% of stake
    Traded Aug 3 Filed Aug 4
    ↗
  12. Mohamed Abdelsadek EVP, Chief Global Solutions
    Planned sale
    $2M 23,495 shares at $85.00 29% of stake
    Traded Jul 28 Filed Jul 29
    ↗
  13. Jennifer A. Williams SVP, Chief Accounting Officer
    Planned sale
    $78K 972 shares at $80.00 14% of stake
    Traded Jul 7 Filed Jul 8
    ↗
  14. Todd C. Skinner President, International
    Planned sale
    $73K 1,000 shares at $72.64 1.5% of stake
    Traded Jul 1 Filed Jul 2
    ↗

Also filed in the last 12 months, not counted as buying or selling: 39 stock grants and 27 share withholdings for taxes.

SEC filings

Recent issuer filings from EDGAR, 9 shown.

Filed Form Detail Links
10-Q Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
8-K 5.02,7.01,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G — Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
10-Q Filing Doc
SCHEDULE 13G/A — Filing Doc

Source: SEC EDGAR submissions, updated 3 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its 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). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.