Which funds own EFX
Equifax Inc in the Q2 2026 filings. At least 9 of the 91 current managers on file reported a position, worth $3.4bn between them. It is among the largest positions of fewer than a fifth of the current managers on file. The quarter went one way: 6 managers opened or added against 3 cutting.
- Managers holding
- 9
- at least, of 91 current
- Combined value
- $3.4bn
- as reported
- Opened
- 1
- new this quarter
- Added to
- 5
- already held
- Trimmed or sold out
- 3
- 1 sold out entirely
Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.
Managers reporting a position
Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.
| Manager | Value | Weight | Shares | Change on the quarter | Action |
|---|---|---|---|---|---|
| Harris Associates LP Activist · $75.4bn book | $1.2bn | 1.6% | 7,447,263 | -$174m-81,853 | Trimmed |
| Soroban Capital Partners LP Long/short equity · $47.8bn book | $700m | 1.5% | 4,410,883 | -$53m+226,314 | Added |
| MFS Investment Management Long-only · $315bn book | $620m | 0.2% | 3,869,490 | -$236m-830,420 | Trimmed |
| AQR Capital Management LLC Quantitative · $287bn book | $416m | 0.1% | 2,669,074 | +$101m+905,167 | Added |
| Egerton Capital UK LLP Long/short equity · $10.4bn book | $235m | 2.3% | 1,481,188 | opened1,481,188 | New |
| Marshall Wace LLP Quantitative · $127bn book | $108m | 0.1% | 681,919 | +$85m+553,726 | Added |
| Man Group PLC Quantitative · $62.7bn book | $82m | 0.1% | 517,102 | +$45m+311,824 | Added |
| Markel Group Inc Activist · $13.1bn book | $12m | 0.1% | 72,850 | -$1.6m0 | Held |
| Caxton Associates LLP Macro · $5.3bn book | $3.3m | 0.1% | 20,600 | +$2.0m+13,754 | Added |
Sold out of this quarter
Valued at what the position was worth in the previous filing, because by this one it is gone.
- Freestone Grove Partners LP · Multi-strategy$15m held before
Ownership through time
At least 13 of the 95 managers whose filings are on file listed EFX in Q2 2026, against 8 in Q2 2013. The same number as in Q1 2026: 1 started a position; 1 listed it again; 2 no longer listed it among the positions read, which can mean a holding below the listed range or a filing not yet made.
Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.
- Q2 2013: 8
- Q3 2013: 6
- Q4 2013: 6
- Q1 2014: 8
- Q2 2014: 7
- Q3 2014: 7
- Q4 2014: 4
- Q1 2015: 10
- Q2 2015: 9
- Q3 2015: 14
- Q4 2015: 11
- Q1 2016: 12
- Q2 2016: 12
- Q3 2016: 14
- Q4 2016: 11
- Q1 2017: 13
- Q2 2017: 14
- Q3 2017: 16
- Q4 2017: 15
- Q1 2018: 13
- Q2 2018: 16
- Q3 2018: 16
- Q4 2018: 11
- Q1 2019: 13
- Q2 2019: 18
- Q3 2019: 18
- Q4 2019: 15
- Q1 2020: 17
- Q2 2020: 15
- Q3 2020: 18
- Q4 2020: 17
- Q1 2021: 18
- Q2 2021: 18
- Q3 2021: 21
- Q4 2021: 19
- Q1 2022: 19
- Q2 2022: 23
- Q3 2022: 19
- Q4 2022: 14
- Q1 2023: 17
- Q2 2023: 15
- Q3 2023: 14
- Q4 2023: 12
- Q1 2024: 14
- Q2 2024: 12
- Q3 2024: 17
- Q4 2024: 18
- Q1 2025: 12
- Q2 2025: 17
- Q3 2025: 9
- Q4 2025: 15
- Q1 2026: 13
- Q2 2026: 13
- Q2 2013: $864m
- Q3 2013: $941m
- Q4 2013: $1.3bn
- Q1 2014: $1.3bn
- Q2 2014: $1.5bn
- Q3 2014: $1.6bn
- Q4 2014: $1.9bn
- Q1 2015: $2.1bn
- Q2 2015: $2.0bn
- Q3 2015: $2.0bn
- Q4 2015: $2.7bn
- Q1 2016: $3.1bn
- Q2 2016: $3.4bn
- Q3 2016: $3.5bn
- Q4 2016: $3.3bn
- Q1 2017: $4.4bn
- Q2 2017: $4.9bn
- Q3 2017: $3.7bn
- Q4 2017: $4.0bn
- Q1 2018: $3.8bn
- Q2 2018: $4.1bn
- Q3 2018: $3.7bn
- Q4 2018: $3.2bn
- Q1 2019: $3.9bn
- Q2 2019: $4.4bn
- Q3 2019: $5.1bn
- Q4 2019: $5.2bn
- Q1 2020: $5.0bn
- Q2 2020: $6.9bn
- Q3 2020: $5.4bn
- Q4 2020: $6.2bn
- Q1 2021: $5.7bn
- Q2 2021: $7.5bn
- Q3 2021: $7.5bn
- Q4 2021: $8.7bn
- Q1 2022: $6.8bn
- Q2 2022: $5.8bn
- Q3 2022: $4.6bn
- Q4 2022: $5.0bn
- Q1 2023: $4.8bn
- Q2 2023: $5.3bn
- Q3 2023: $2.8bn
- Q4 2023: $3.7bn
- Q1 2024: $3.7bn
- Q2 2024: $4.0bn
- Q3 2024: $5.5bn
- Q4 2024: $5.2bn
- Q1 2025: $5.3bn
- Q2 2025: $5.3bn
- Q3 2025: $4.6bn
- Q4 2025: $4.4bn
- Q1 2026: $4.4bn
- Q2 2026: $3.9bn
Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.
Started in Q2 2026
Largest increases, by shares
- Egerton Capital UK LLPnew: 1,481,188 shares+$235m
- AQR Capital Management LLC1,763,907 to 2,669,074 shares+$141m
- Man Group PLC205,278 to 517,102 shares+$49m
- Arrowstreet Capital LP430,867 to 657,963 shares+$36m
- Soroban Capital Partners LP4,184,569 to 4,410,883 shares+$36m
Largest decreases, by shares
- MFS Investment Management4,699,910 to 3,869,490 shares-$133m
- T. Rowe Price Associates Inc2,613,238 to 1,958,098 shares-$104m
- Harris Associates LP7,529,116 to 7,447,263 shares-$13m
- Neuberger Berman Group LLC357,857 to 335,645 shares-$3.5m
- Capital World Investors628,105 to 627,303 shares-$127k
Left it
No manager on file is shown leaving it.
| Manager | Value over time | First listed | Largest | Q2 2026 |
|---|---|---|---|---|
| Harris Associates LP | Q2 2018 | $1.6bn | $1.2bn | |
| Soroban Capital Partners LP | Q2 2022 | $754m | $700m | |
| MFS Investment Management | Q2 2014 | $3.1bn | $620m | |
| AQR Capital Management LLC | Q2 2013 | $416m | $416m | |
| T. Rowe Price Associates Inc | Q2 2013 | $2.6bn | $311m | |
| Egerton Capital UK LLP | Q2 2019 | $235m | $235m | |
| Marshall Wace LLP | Q2 2013 | $331m | $108m | |
| Arrowstreet Capital LP | Q1 2021 | $104m | $104m | |
| Capital World Investors | Q1 2016 | $137m | $100m | |
| Man Group PLC | Q2 2021 | $82m | $82m | |
| Neuberger Berman Group LLC | Q4 2017 | $438m | $53m | |
| Markel Group Inc | Q4 2018 | $36m | $12m | |
| Caxton Associates LLP | Q3 2015 | $8.5m | $3.3m | |
| Fidelity (FMR LLC) | Q4 2015 | $1.4bn | last listed Q2 2025 | |
| Wellington Management Group LLP | Q2 2013 | $1.0bn | last listed Q2 2023 | |
| Invesco Ltd | Q2 2019 | $898m | last listed Q1 2026 | |
| Capital Research Global Investors | Q3 2017 | $561m | last listed Q1 2022 | |
| Lone Pine Capital LLC | Q3 2019 | $483m | last listed Q4 2022 | |
| Farallon Capital Management LLC | Q3 2017 | $331m | last listed Q2 2023 | |
| Viking Global Investors LP | Q3 2017 | $305m | last listed Q2 2018 | |
| Janus Henderson Group Ltd | Q4 2015 | $238m | last listed Q4 2021 | |
| TCI Fund Management Ltd | Q3 2017 | $221m | last listed Q3 2019 | |
| Artisan Partners LP | Q4 2017 | $213m | last listed Q4 2024 |
What EFX is worth
Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.
Build the comp set around EFX →How much of the picture this is
A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.
What to do with a name the funds are buying
Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.
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The holdings, every quarter, and the week between
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