Equinix Inc (EQIX) — Smart Money Tracker (13F, Q2 2026)

EQIX ranks #282 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

EQIX is a top-conviction position for Resolution Capital Ltd — at 11.2% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in EQIX belongs to BlackRock, Inc., but the position matters far more to Resolution Capital Ltd, who has 11.2% 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.

BlackRock has added to its EQIX position for two straight quarters, increasing it by $3.7B to reach $11.9B today.

Clearbridge Investments, LLC has trimmed its EQIX position for two straight quarters, cutting it by $344.1M while still holding $43.3M.

EQIX is down 0.8% today, but institutions show net buying of $64.4B this quarter — a divergence between today's price move and the underlying institutional flow.

EQIX posted net income of $1.5B over the trailing twelve months, and currently trades at a P/E of 65.2.

• Profitable — net income of $1.5B over the trailing twelve months
• Revenue grew 9.6% year over year
• Net income improved year over year, from $994.0M to $1.5B
• Generated $3.9B in positive operating cash flow
• Current ratio of 1.32x — below the conventional 1.5x liquidity buffer
• Liabilities run 1.83x equity — within a conventional range