TransUnion (NYSE:TRU) Q1 2026 Earnings Call Transcript
Operator: Good day, and welcome to the TransUnion First Quarter 2026 Earnings Conference Call. [Operator Instructions] please note this event is being recorded.
Transunion (TRU)
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Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Theleme Partners Patrick Degorce | 2,230,882 | $191,298,132 | 12.45% | |
| 2. | XN Exponent Advisors Gaurav Kapadia | 1,748,965 | $149,973,749 | -29% | 4.2% |
| 3. | BAMCO Inc. Ron Baron | 813,353 | $69,745,020 | -2% | 0.19% |
| 4. | Ilex Capital Partners Jonas Diedrich And David Sutton | 803,217 | $68,875,858 | +65% | 1.94% |
| 5. | Farallon Capital Thomas Steyer | 675,000 | $57,881,250 | -86% | 0.27% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $57.46 | 1,800 | $103,420.98 | 19,071 | 2023-11-17 | Filing | |
| $42.79 | 850 | $36,372.01 | 7,781 | 2023-10-30 | Filing | |
| $44.09 | 1,500 | $66,135.00 | 6,931 | 2023-10-30 | Filing | |
| $79.42 | 25,000 | $1,985,450.00 | 226,410 | 2022-08-04 | Filing | |
| $90.35 | 277 | $25,026.95 | 12,465 | 2022-02-25 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $80.00 | 1,983 | $158,640.00 | 39,080 | 2026-04-21 | Filing | |
| $70.00 | 5,000 | $350,000.00 | 89,711 | 2026-04-02 | Filing | |
| $69.20 | 500 | $34,600.00 | 55,763 | 2026-04-01 | Filing | |
| $77.37 | 4,067 | $314,663.79 | 41,063 | 2026-03-06 | Filing | |
| $80.00 | 1,679 | $134,320.00 | 7,219 | 2026-03-03 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 3,547,743 | $245,468,331 | 0.57% | |
| 2. | 1,444,947 | $99,891,902 | 0.11% | |
| 3. | 569,292 | $39,390,258 | 1.51% | |
| 4. | 350,672 | $24,262,996 | 0.08% | |
| 5. | 137,087 | $9,485,071 | 0.11% |
News See All
Will TransUnion (TRU) Benefit from AI?
Investment management company Vulcan Value Partners recently released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here.
BofA Adds TransUnion (TRU) to Coverage Amid Positive Industry Outlook
TheFly reported on February 17 that BofA Securities reinstated coverage on TRU with a Neutral rating and an $83 price target.
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Operator: Good day, and welcome to TransUnion's Second Quarter 2025 Earnings Conference Call. [Operator Instructions] Please note this event is being recorded.
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