13FPulse
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EF

EFX EQUIFAX INC

2026Q2 · CUSIP 294429105 · Sector: Other

Normal

Fund flows are within the usual range

Funds that own it
820
Institutions that reported holding it to the SEC
Net decrease in holders
53
Last quarter 873 → now 820
How unusual is that
Bottom 20%
Stronger than only 2% of US stocks
What the filings say, in one paragraph

820 funds held EFX at the end of 2026Q2, down 53 from the quarter before. Fund flows are within the usual range — nothing unusual. On the business itself, revenue over the last 12 months was $6.4B(YoY +10.3%), the P/E is 32.6x, return on equity is 15.8%. EFX has had 25 buying rushes in its history, and the price moved +8.5% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Other sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=393 2013Q4: holders=399 2014Q1: holders=404 2014Q2: holders=401 2014Q3: holders=417 2014Q4: holders=436 2015Q1: holders=449 2015Q2: holders=470 2015Q3: holders=501 2015Q4: holders=535 2016Q1: holders=551 2016Q2: holders=562 2016Q3: holders=574 2016Q4: holders=592 2017Q1: holders=569 2017Q2: holders=588 2017Q3: holders=520 2017Q4: holders=526 2018Q1: holders=522 2018Q2: holders=519 2018Q3: holders=533 2018Q4: holders=471 2019Q1: holders=488 2019Q2: holders=507 2019Q3: holders=501 2019Q4: holders=521 2020Q1: holders=505 2020Q2: holders=523 2020Q3: holders=553 2020Q4: holders=592 2021Q1: holders=588 2021Q2: holders=625 2021Q3: holders=655 2021Q4: holders=694 2022Q1: holders=700 2022Q2: holders=631 2022Q3: holders=624 2022Q4: holders=639 2023Q1: holders=666 2023Q2: holders=685 2023Q3: holders=668 2023Q4: holders=728 2024Q1: holders=767 2024Q2: holders=760 2024Q3: holders=835 2024Q4: holders=850 2025Q1: holders=811 2025Q2: holders=862 2025Q3: holders=854 2025Q4: holders=894 2026Q1: holders=873 2026Q2: holders=820 -75 -37.5 +0 +37.5 +75 353646939 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 25 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2025Q4 Top 20% -15.4% —
2025Q2 Top 5% -15.5% -21.2%
2024Q3 Top 5% -2.7% +7.7%
2024Q1 Top 10% +18.8% +0.1%
2023Q4 Top 10% -3.5% +14.7%
2023Q2 Top 20% +1.8% +35.2%
2023Q1 Top 10% -7.0% -3.0%
2021Q4 Top 20% -15.0% -3.7%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
310
Change in large funds
+19
Total value they hold
$18.9B
Funds buying for the first time
114
Funds that sold out entirely
167
Price change that quarter
+13.3%
Funds holding puts (bearish)
10
Funds holding calls (bullish)
13

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
32.6
EPS (TTM)
$5.69
EPS YoY
+11.1%
Revenue (TTM)
$6.4B
Revenue YoY
+10.3%
Net margin
10.7%
ROE
15.8%
Debt ratio
62.3%
FCF (TTM)
$1.1B
Dividend (TTM)
$2.12
Quarterly Revenue & EPS
2022-09-30: EPS 1.34 2022-12-31: EPS 0.88 2023-03-31: EPS 0.91 2023-06-30: EPS 1.12 2023-09-30: EPS 1.31 2023-12-31: EPS 1.06 2024-03-31: EPS 1.00 2024-06-30: EPS 1.31 2024-09-30: EPS 1.13 2024-12-31: EPS 1.40 2025-03-31: EPS 1.06 2025-06-30: EPS 1.53 2025-09-30: EPS 1.29 2025-12-31: EPS 1.44 2026-03-31: EPS 1.42 2026-06-30: EPS 1.54 0B 0.9B 1.7B $B 0.00 0.85 1.69 201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 48 25 45 64 2023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-355M41M438M 20162017201820192020202120222023202420252026
Latest quarter $122M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.