Equifax Inc (EFX) Institutional Buying & Selling Tracker (Q2 2026)

EFX ranks #615 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

EFX is a disclosed holding of Bill Nygren (Harris Associates L.P.), one of the tracked superinvestors on AlphaSMO — it makes up 1.6% of that fund's own 13F portfolio.

EFX is a top-conviction position for Theleme Partners LLP — at 5.4% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in EFX belongs to BlackRock, Inc., but the position matters far more to Theleme Partners LLP, who has 5.4% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Cliff Asness has added to its EFX position for two straight quarters, increasing it by $343.0M to reach $415.9M today.

BlackRock has trimmed its EFX position for two straight quarters, cutting it by $668.0M while still holding $1.5B.

EFX is down 0.4% today, but institutions show net buying of $4.6B this quarter — a divergence between today's price move and the underlying institutional flow.

EFX posted net income of $691.4M over the trailing twelve months, and currently trades at a P/E of 33.3.

• Profitable — net income of $691.4M over the trailing twelve months
• Revenue grew 10.3% year over year
• Net income improved year over year, from $639.7M to $691.4M
• Generated $1.6B in positive operating cash flow
• Liabilities run 0.09x equity — within a conventional range