Equifax's (EFX) Essential Datasets Drive Consistent Growth
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “Mid Cap Strategy”.
Equifax Inc (EFX)
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Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Egerton Capital Limited John Armitage | 1,481,188 | $235,094,159 | 2.27% | |
| 2. | Diamond Hill Capital Ric Dillon | 199,342 | $31,639,562 | 0.25% | |
| 3. | Markel Gayner Asset Management Tom Gayner | 72,850 | $11,562,752 | 0.09% | |
| 4. | Running Oak Capital Seth Cogswell | 49,516 | $7,859,179 | 1.34% | |
| 5. | Levin Easterly Partners John Murphy | 14,400 | $2,285,568 | 0.12% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $193.72 | 2,400 | $464,928.00 | 10,623 | 2026-02-18 | Filing | |
| $238.77 | 415 | $99,089.55 | 3,305 | 2024-05-09 | Filing | |
| $166.94 | 94 | $15,692.22 | 1,586 | 2023-10-26 | Filing | |
| $166.19 | 820 | $136,279.16 | 1,492 | 2023-10-26 | Filing | |
| $148.69 | 672 | $99,922.50 | 3,474 | 2022-10-21 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $172.00 | 21,543 | $3,705,365.84 | 271,890 | 2026-07-24 | Filing | |
| $171.26 | 6,200 | $1,061,823.78 | 293,433 | 2026-07-24 | Filing | |
| $172.79 | 4,112 | $710,512.48 | 299,633 | 2026-07-24 | Filing | |
| $173.79 | 2,936 | $510,240.69 | 303,745 | 2026-07-24 | Filing | |
| $174.91 | 1,300 | $227,385.99 | 306,681 | 2026-07-24 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 3,869,490 | $620,398,408 | 0.2% | |
| 2. | 1,098,927 | $174,462,676 | 0.15% | |
| 3. | 658,727 | $104,553,181 | 0.03% | |
| 4. | 582,933 | $92,523,074 | 0.02% | |
| 5. | 371,613 | $58,982,415 | 0.07% |
News See All
Equifax (EFX) Looks Attractive Defying Mortgage Weakness and AI Fears
Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Should You Hold Equifax (EFX)?
Jensen Investment Management, an asset management company based in the US, released its first-quarter 2025 investor letter for the “Jensen Quality Mid Cap Fund”. A copy of the letter is available...
Equifax Inc. (NYSE:EFX) Q1 2026 Earnings Call Transcript
Operator: Greetings, and welcome to the Equifax Q1 2026 Earnings Conference Call Webcast. [Operator Instructions] As a reminder, this conference is being recorded.
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Equifax Inc. (NYSE:EFX) Q4 2025 Earnings Call Transcript
Operator: Good morning, and welcome to the Equifax Q4 2025 Earnings Conference Call. At this time, all participants are in a listen-only mode.
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Equifax Inc. (EFX): A Bull Case Theory
We came across a bullish thesis on Equifax Inc. on CompoundingLab’s Substack. In this article, we will summarize the bulls’ thesis on EFX. Equifax Inc.'s share was trading at $212 recently.
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