Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Equifax Inc (EFX)

825 + Investors. Track Smart Money conviction in EFX. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -33
Streak
2Q ▼
Buyers last Q
43%

Smart Money Signals — EFX

Based on 839 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their EFX positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
839 funds currently hold this stock — 94% of the 3.0-year high of 888 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding EFX is almost the same as a year ago (-8 funds, -1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 43% buying

381 buying504 selling
Last quarter: 504 funds reduced or exited vs 381 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-20 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 90 → 168 → 142 → 122. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 17% medium ■ 19% new
535 out of 839 hedge funds have held EFX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +25%, value -9%

Value
-8%
Shares
+24%
Last quarter: funds added +25% more shares while total portfolio value only changed -9%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~122 new funds/quarter

144 → 90 → 168 → 142 → 122 new funds/Q
New funds entering each quarter: 90 → 168 → 142 → 122. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 69% veterans vs 21% newcomers

■ 69% veterans ■ 10% 1-2yr ■ 21% new
Entry-cohort mix of 858 holders: 590 (69%) are 2+ year veterans, 85 entered 1–2 years ago, and 183 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds
68 of 835 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in EFX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — EFX

In 2026 Q2, 381 hedge funds were net buyers of EFX (122 opened a new position, 259 added to an existing one), while 504 reduced or exited (349 trimmed, 155 sold completely) — a 43% buyer ratio, indicating roughly balanced activity. Net selling has persisted for two consecutive quarters. 51% of total institutional value in EFX is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -33 funds (more exits than new entries). Total institutional holders: 839.

Hedge Fund Ownership: EFX

How many hedge funds hold EFX — quarterly history vs. share price
Quarterly hedge fund ownership of EFX vs. share price

Market Analysis: EFX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EFX

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

28 top-rated funds 0 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: EFX
825 + Investors

Track Smart Money conviction in EFX. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 825 872 -5.39%
13F Shares 120M 121M -0.89%
Total Value $18.32B $20.33B -9.88%
New Positions 118 142 -24
Increased Positions 253 322 -69
Closed Positions 161 157 +4
Reduced Positions 339 276 +63
Total Calls 13 13 -
Total Puts 10 10 -
PUT/CALL Ratio 0.77 0.77 Neutral

Statistics: EFX

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

825 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EFX. Verified SEC 13F-HR filings.

QUARTER:
Top 25 EFX holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 C Partners Holding GmbH 11.99% 249,186 $39.6M
2 CDAM (UK) Ltd 8.41% 205,288 $32.6M
3 Theleme Partners LLP 5.41% 574,213 $91.1M
4 GFI Investment Counsel Ltd. 4.89% 226,926 $36.0M
5 Investors Asset Management of Georgia Inc /Ga/ /Adv 4.79% 86,853 $13.8M
6 Generation Investment Management LLP 2.83% 1,832,583 $290.9M
7 Arvin Capital Management LP 2.49% 120,000 $19.0M
8 Egerton Capital (UK) LLP 2.27% 1,481,188 $235.1M
9 Fairbanks Capital Management, Inc. 2.13% 22,700 $3.6M
10 Weitz Investment Management, INC. 2.11% 191,980 $30.5M
11 Rbo & Co LLC 1.74% 68,872 $10.9M
12 Central Securities Corp 1.72% 145,000 $23.0M
13 Harris Associates L P 1.57% 7,447,263 $1.18B
14 Soroban Capital Partners LP 1.46% 4,410,883 $700.1M
15 Carmignac Gestion 1.46% 710,685 $112.8M
16 Hillman Capital Management, Inc. 1.44% 12,541 $2.0M
17 Jensen Investment Management Inc 1.43% 370,551 $58.8M
18 Running Oak Capital LLC 1.34% 49,516 $7.9M
19 Brandes Investment Partners, LP 1.28% 1,152,350 $182.9M
20 Trinity Street Asset Management LLP 1.19% 145,540 $23.1M
21 Letson Investment Management, INC. 1.17% 20,063 $3.2M
22 Wealth Science Advisors LLC 1.16% 16,396 $2.6M
23 ClearAlpha Technologies LP 1.08% 3,980 $632K
24 Darsana Capital Partners LP 1.07% 1,500,000 $238.1M
25 Fisher Funds Management LTD 0.97% 214,436 $34.0M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Equifax Inc (EFX)

What does the Smart Money Trend signal show for EFX?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their EFX positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for EFX?

More sellers than buyers — 43% buying: Last quarter: 504 funds reduced or exited vs 381 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for EFX holders?

Elite ownership — 51% AUM from top-100 funds: 68 of 835 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in EFX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held EFX?

64% of holders stayed for 2+ years: 535 out of 839 hedge funds have held EFX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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