Transunion (TRU) 13F Investor Activity Report (Q2 2026)

TRU ranks #1118 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

TRU is a top-conviction position for Meritage Group LP — at 10.2% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in TRU belongs to Dodge & Cox, but the position matters far more to Meritage Group LP, who has 10.2% 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.

Legacy Wealth Asset Management, LLC has added to its TRU position for two straight quarters, increasing it by $40.3K to reach $652.5K today.

Copeland Capital Management, LLC has trimmed its TRU position for two straight quarters, cutting it by $4.8M while still holding $19.9M.

TRU is up 1.4% today, and institutions have been net buyers of $1.9B this quarter — today's price move and the underlying institutional flow are pointing the same direction.

TRU posted net income of $704.5M over the trailing twelve months, and currently trades at a P/E of 18.3.

• Profitable — net income of $704.5M over the trailing twelve months
• Revenue grew 11.0% year over year
• Net income improved year over year, from $367.3M to $704.5M
• Generated $987.6M in positive operating cash flow
• Current ratio of 1.75x — enough short-term assets to cover short-term liabilities
• Liabilities run 1.48x equity — within a conventional range