Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Equifax Inc (EFX)

861 + 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
↓ -18
Streak
1Q ▼
Buyers last Q
51%

Smart Money Signals — EFX

Based on 868 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
868 hedge funds hold EFX right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +10% more funds vs a year ago

fund count last 6Q
+80 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

464 buying438 selling
Last quarter: 464 funds bought or added vs 438 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-26 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 143 → 90 → 167 → 141. 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.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 18% medium ■ 19% new
541 out of 868 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 +2%, value -18%

Value
-18%
Shares
+2%
Last quarter: funds added +2% more shares while total portfolio value only changed -18%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

78 → 143 → 90 → 167 → 141 new funds/Q
New funds entering each quarter: 143 → 90 → 167 → 141. A growing number of institutions are discovering EFX each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 67% veterans vs 23% newcomers

■ 67% veterans ■ 10% 1-2yr ■ 23% new
Entry-cohort mix of 890 holders: 596 (67%) are 2+ year veterans, 91 entered 1–2 years ago, and 203 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds
63 of 866 holders are among the 100 largest funds by AUM, controlling 41% 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 Q1, 464 hedge funds were net buyers of EFX (141 opened a new position, 323 added to an existing one), while 438 reduced or exited (279 trimmed, 159 sold completely) — a 51% buyer ratio, indicating a slight buying edge. 41% of total institutional value in EFX is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -18 funds (more exits than new entries). Total institutional holders: 868.

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.

Is It Too Late to Buy Equifax Inc (EFX) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much EFX has moved relative to its sector benchmark (XLI) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 81d ago
EFX
nan%
XLI
+11.9%

EFX outperformed XLI by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
EFX
nan%
XLI
+5.5%

Since the filing became public, EFX outperformed XLI by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

51 top-rated funds 3 high-conviction
Consensus
7.5
/ 10
breadth
×
Elite
3.0
/ 10
conviction
Hedge Fund Positioning: EFX
861 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 861 886 -2.82%
13F Shares 119M 117M 1.99%
Total Value $19.95B $24.41B -18.28%
New Positions 136 167 -31
Increased Positions 320 267 +53
Closed Positions 161 119 +42
Reduced Positions 273 313 -40
Total Calls 13 14 -7.14%
Total Puts 10 8 25.0%
PUT/CALL Ratio 0.77 0.57 Neutral

Statistics: EFX

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

861 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 C Partners Holding GmbH 14.75% 259,534 $46.7M
2 Theleme Partners LLP 6.49% 541,088 $97.4M
3 Investors Asset Management of Georgia Inc /Ga/ /Adv 6.40% 86,852 $15.6M
4 CDAM (UK) Ltd 5.93% 148,470 $26.7M
5 Darsana Capital Partners LP 5.75% 1,500,000 $270.1M
6 GFI Investment Counsel Ltd. 5.71% 231,801 $41.7M
7 Spg Advisors LLC 3.11% 1,135 $204K
8 Generation Investment Management LLP 2.87% 1,775,609 $319.7M
9 Jensen Investment Management Inc 2.78% 783,100 $141.0M
10 Fairbanks Capital Management, Inc. 2.60% 23,115 $4.2M
11 Weitz Investment Management, INC. 2.36% 187,605 $33.8M
12 Cantillon Capital Management LLC 2.14% 1,791,379 $322.6M
13 Rbo & Co LLC 2.06% 71,004 $12.8M
14 Wealth Science Advisors LLC 2.00% 16,400 $3.6M
15 Berkeley, Inc 1.87% 30,963 $5.6M
16 Dundas Partners LLP 1.82% 126,939 $22.9M
17 Harris Associates L P 1.81% 7,529,116 $1.36B
18 Trinity Street Asset Management LLP 1.75% 141,803 $25.5M
19 Hillman Capital Management, Inc. 1.70% 13,556 $2.4M
20 Central Securities Corp 1.49% 100,000 $18.0M
21 Threadgill Financial, LLC 1.46% 27,844 $5.0M
22 Soroban Capital Partners LP 1.45% 4,184,569 $753.5M
23 Letson Investment Management, INC. 1.39% 20,063 $3.6M
24 Taikang Asset Management (Hong Kong) Co Ltd 1.38% 77,197 $13.9M
25 ClearAlpha Technologies LP 1.25% 3,388 $610K
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 — 1 quarter in a row: For 1 consecutive quarter, 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?

Slight buying edge — 51% buying: Last quarter: 464 funds bought or added vs 438 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for EFX holders?

Elite ownership — 41% AUM from top-100 funds: 63 of 866 holders are among the 100 largest funds by AUM, controlling 41% 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?

62% of holders stayed for 2+ years: 541 out of 868 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.

Is it too late to buy Equifax Inc (EFX) following the 2026 Q1 hedge fund 13F filings?

As of today, EFX has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.5% for the XLI sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), EFX has gained nan% vs +11.9% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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