Free · no sign-up · Q2 2026

Which funds own TRU

Transunion in the Q2 2026 filings. At least 5 of the 91 current managers on file reported a position, worth $3.6bn between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.

Managers holding: 5; at least, of 91 current
Combined value: $3.6bn; as reported
Opened: 1; new this quarter
Added to: 2; already held
Trimmed or sold out: 4; 2 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
Dodge & Cox Activist · $191bn book	$1.7bn	0.9%	24,196,211	+$625m+8,006,700	Added
MFS Investment Management Long-only · $315bn book	$1.5bn	0.5%	10,667,983	-$113m-2,478,942	Trimmed
Janus Henderson Group Ltd Long-only · $245bn book	$280m	0.1%	3,885,385	+$22m+145,059	Added
Freestone Grove Partners LP Multi-strategy · $15.6bn book	$44m	0.3%	611,357	opened611,357	New
Schonfeld Strategic Advisors LLC Multi-strategy · $27.9bn book	$27m	0.1%	378,529	-$5.2m-91,154	Trimmed

Sold out of this quarter

Valued at what the position was worth in the previous filing, because by this one it is gone.

Bridgewater Associates LP · Macro$4.4m held before
PDT Partners LLC · Quantitative$2.0m held before

Ownership through time

At least 13 of the 95 managers whose filings are on file listed TRU in Q2 2026, against 9 in Q2 2015. The same number as in Q1 2026: 3 started positions; 1 sold out, by its own filing; 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.

Managers on file listing it

Their combined reported value

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

Dodge & Cox16,189,511 to 24,196,211 shares+$578m
Fidelity (FMR LLC)9,599,109 to 11,715,822 shares+$153m
Citadel Advisors LLC3,143,309 to 4,364,921 shares+$88m
Freestone Grove Partners LPnew: 611,357 shares+$44m
Holocene Advisors LP245,298 to 716,430 shares+$34m

Largest decreases, by shares

MFS Investment Management13,146,925 to 10,667,983 shares-$345m
Wellington Management Group LLP10,952,962 to 6,603,407 shares-$314m
Neuberger Berman Group LLC1,532,428 to 1,432,172 shares-$7.2m
Schonfeld Strategic Advisors LLC469,683 to 378,529 shares-$6.6m

Left it

PDT Partners LLCwas $2.0m

Manager	First listed	Largest	Q2 2026
Dodge & Cox	Q4 2025	$1.7bn	$1.7bn
MFS Investment Management	Q1 2018	$2.0bn	$1.5bn
Fidelity (FMR LLC)	Q2 2017	$845m	$845m
Wellington Management Group LLP	Q3 2015	$1.2bn	$476m
Citadel Advisors LLC	Q3 2016	$375m	$315m
Janus Henderson Group Ltd	Q2 2015	$330m	$280m
Neuberger Berman Group LLC	Q1 2017	$282m	$103m
Holocene Advisors LP	Q1 2019	$52m	$52m
Freestone Grove Partners LP	Q4 2024	$44m	$44m
Schonfeld Strategic Advisors LLC	Q3 2016	$54m	$27m
Verition Fund Management LLC	Q4 2017	$15m	$10m
Hudson Bay Capital Management LP	Q3 2017	$21m	$6.2m
Moore Capital Management LP	Q2 2021	$6.8m	$2.7m
T. Rowe Price Associates Inc	Q2 2016	$2.8bn	last listed Q1 2025
Farallon Capital Management LLC	Q3 2017	$730m	last listed Q4 2025
Lone Pine Capital LLC	Q2 2017	$726m	last listed Q1 2019
Viking Global Investors LP	Q3 2024	$380m	last listed Q1 2025
Artisan Partners LP	Q3 2017	$306m	last listed Q4 2024
Invesco Ltd	Q3 2021	$295m	last listed Q1 2022
Marshall Wace LLP	Q2 2015	$284m	last listed Q2 2025
Egerton Capital UK LLP	Q2 2017	$260m	last listed Q3 2025
D. E. Shaw & Co.	Q2 2016	$209m	last listed Q4 2022
Millennium Management LLC	Q4 2016	$169m	last listed Q2 2025

What TRU 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 TRU →

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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