Equifax Inc.· EFX

🇺🇸 US · LargeSP500NYSE

Industrials Consulting Services Website

Price: $171.62
Day: -3.07%
Mkt Cap: $20.16B
52W Range: $150.75 – $271.84
Volume: 1.44M
Beta: 1.30

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 2.9 / 5 (Neutral), from 3 of 3 components
Institutions Q2 2026: 860 institutions hold; 374 added, 352 reduced
Insiders Q3 2026: no purchases, 8 sales ($7.3M)

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Equifax Inc.

EFX|Industrials|Consulting Services

Current price: $172

Smart Money

Dimension 5 of 5

Insider selling pace · Q3 2026

0.9x

quarter in progress, filings still arriving

Seller breadth · Q3 2026

2 sellers

vs 3.0 avg per quarter

Institutional net breadth · Q2 2026

-13

491 adding vs 504 reducing

Institutional ownership · Q2 2026

N/A

overlapping 13F filings

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

BLACKROCK, INC.

9.4M

+0.6%

VANGUARD CAPITAL MANAGEMENT LLC

7.8M

+0.8%

HARRIS ASSOCIATES L P

7.4M

+0.2%

VANGUARD PORTFOLIO MANAGEMENT LLC

5.2M

+0.8%

STATE STREET CORP

5.2M

+4.9%

CAPITAL INTERNATIONAL INVESTORS

5.2M

+43.0%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

210

118

96 buying210 unchanged118 selling

424 funds held EFX in Q2 2026, holding 63.5M shares between them, down 0.1% on the quarter.

Largest fund holders

MASSMUTUAL PREMIER FUNDS4.5K sh

PRINCIPAL VARIABLE CONTRACTS FUNDS INC4.5K sh

MASSMUTUAL SELECT FUNDS4.3K sh

Notable Insider Transactions, Q3 2026

Largest open-market purchases and sales by value in the last eight quarters

Sale · Oct 25

Begor Mark W

$6.0M

Sale · Oct 25

Begor Mark W

$5.8M

Sale · Apr 28

Begor Mark W

$5.7M

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

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Generated September 12, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

EFX Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

2.9/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

Institutional Flow

50% weight

-6

Fund Flow

10% weight

-25

Overall Smart Money sentiment of 2.9/5 (Neutral) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 11, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for EFX

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Neutral

Routine insider selling in Q3 2026

8 sales totaling $7.3M (41.7K shares)

Share volume is at a routine pace (0.9x average)

Buying seen in 4 of 15 quarters

0.9x

Selling pace

quarter in progress, filings still arriving

4.49%

Stake sold

of active insiders' holdings

2 sellers

Seller breadth

vs 3.0 avg per quarter

Q1 2026

Last insider purchase

buying in 4 of 16 quarters

Notable Recent Transactions, EFX

Top 8 highest-value insider trades from the last 8 quarters

Begor Mark W

CEO

Sell

22,254 shares at $270.45

≈16.9% of their stake at the time

Oct 25, 2024$6.02M

Begor Mark W

CEO

Sell

21,447 shares at $269.49

≈14.0% of their stake at the time

Oct 25, 2024$5.78M

Begor Mark W

CEO

Sell

22,160 shares at $256.61

≈13.5% of their stake at the time

Apr 28, 2025$5.69M

Begor Mark W

CEO

Sell

19,841 shares at $240.95

≈12.2% of their stake at the time

Jul 28, 2025$4.78M

Farshchi Jamil

EVP, Ciso & CTO

Sell

18,911 shares at $248.18

≈32.5% of their stake at the time

Feb 12, 2025$4.69M

Begor Mark W

CEO

Sell

17,731 shares at $241.87

≈9.8% of their stake at the time

Jul 28, 2025$4.29M

Farshchi Jamil

EVP, Ciso & Acting CTO

Sell

14,716 shares at $260.39

≈29.8% of their stake at the time

Nov 26, 2024$3.83M

Begor Mark W

CEO

Sell

18,352 shares at $202.15

≈7.4% of their stake at the time

Feb 10, 2026$3.71M

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for EFX

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Neutral

Mixed institutional activity in Q2 2026

13F filings cover more than 100% of shares this quarter (overlapping reports), so ownership and share-flow figures are unreliable

Balanced activity: 491 adding vs 504 reducing

Momentum weakening from prior quarter

-13

Net breadth

491 adding vs 504 reducing

Balanced

0.97

Add / reduce ratio

in Q2 2026

-35

New − closed

117 initiated, 152 exited

7 of 10

Top holders adding

largest holders that added

Position Changes

Q2 2026: how are institutions adjusting their positions?

+491 growing-504 shrinkingNet: -13

117

374

352

152

New (117)

Increased (374)

Reduced (352)

Closed (152)

Top Institutional Holders, EFX

Largest 8 institutional positions by ownership percentage as of Q2 2026

BLACKROCK, INC.

9.4M

$1.5B

Ownership

7.94%

+0.6%

VANGUARD CAPITAL MANAGEMENT LLC

7.8M

$1.2B

Ownership

6.57%

+0.8%

HARRIS ASSOCIATES L P

7.4M

$1.2B

Ownership

6.29%

+0.2%

VANGUARD PORTFOLIO MANAGEMENT LLC

5.2M

$832.1M

Ownership

4.43%

+0.8%

STATE STREET CORP

5.2M

$825.3M

Ownership

4.39%

+4.9%

CAPITAL INTERNATIONAL INVESTORS

5.2M

$823.3M

Ownership

4.38%

+43.0%

SOROBAN CAPITAL PARTNERS LP

4.4M

$700.1M

Ownership

3.73%

+6.8%

MASSACHUSETTS FINANCIAL SERVICES CO /MA/

3.9M

$620.4M

Ownership

3.27%

-16.6%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 424 ETFs and mutual funds reporting

96 buying118 sellingNet: -22

210

118

Buying (96)

Unchanged (210)

Selling (118)

In total, funds bought 3.5M shares and sold 3.5M this quarter. Each fund counts once in the bar above, whatever the size of its move.

Bearish Signal

Funds distributing in Q2 2026

424 ETFs and mutual funds reporting

118 funds selling vs 96 buying

Top Fund Holders, EFX

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

MASSMUTUAL PREMIER FUNDS

4.5K

Weight

0.02%

Jun 30, 2026Decreased

PRINCIPAL VARIABLE CONTRACTS FUNDS INC

4.5K

Weight

0.01%

Jun 30, 2026Decreased

MASSMUTUAL SELECT FUNDS

4.3K

Weight

0.24%

Jun 30, 2026Decreased

DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO

3.7K

Weight

1.27%

Jun 30, 2026Decreased

Franklin Templeton ETF Trust

3.6K

Weight

0.00%

Jun 30, 2026Increased

Absolute Shares Trust

3.6K

Weight

0.98%

Jun 30, 2026Increased

SA FUNDS INVESTMENT TRUST

3.6K

Weight

0.03%

Jun 30, 2026No change

BARON SELECT FUNDS

3.5K

Weight

0.05%

Jun 30, 2026No change

Equifax Inc.· EFX

Holdings Analysis

Insider Trading Activity

1.3Transaction History309Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings151Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History309Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings151Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights