Assenagon Asset Management’s Equifax EFX Stock Holding History

Assenagon Asset Management’s Portfolio EFX Stock Details EFX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$59M	Buy	371,613 +228,820	+160%	+$39M	0.07%	205
2026 Q1	$25.7M	Buy	142,793 +41,454	+41%	+$8.23M	0.04%	300
2025 Q4	$22M	Buy	101,339 +98,503	+3,473%	+$21.6M	0.03%	349
2025 Q3	$728K	Sell	2,836 -49,030	-95%	-$12.3M	﹤0.01%	979
2025 Q2	$13.5M	Buy	51,866 +48,397	+1,395%	+$12.3M	0.02%	421
2025 Q1	$845K	Sell	3,469 -152,488	-98%	-$38.3M	﹤0.01%	929
2024 Q4	$39.7M	Buy	155,957 +40,843	+35%	+$10.9M	0.06%	243
2024 Q3	$33.8M	Buy	115,114 +112,910	+5,123%	+$31.8M	0.06%	235
2024 Q2	$534K	Sell	2,204 -5,197	-70%	-$1.24M	﹤0.01%	1232
2024 Q1	$1.98M	Sell	7,401 -4,226	-36%	-$1.08M	﹤0.01%	903
2023 Q4	$2.88M	Buy	11,627 +9,844	+552%	+$2M	0.01%	798
2023 Q3	$327K	Sell	1,783 -6,214	-78%	-$1.27M	﹤0.01%	1270
2023 Q2	$1.88M	Buy	7,997 +6,214	+349%	+$1.31M	0.01%	799
2023 Q1	$362K	Sell	1,783 -192	-10%	-$40K	﹤0.01%	1270
2022 Q4	$384K	Sell	1,975 -74	-4%	-$13.5K	﹤0.01%	1211
2022 Q3	$351K	Sell	2,049 -33,604	-94%	-$6.58M	﹤0.01%	1168
2022 Q2	$6.52M	Buy	35,653 +19,939	+127%	+$3.99M	0.02%	479
2022 Q1	$3.73M	Sell	15,714 -66,738	-81%	-$15.7M	0.01%	611
2021 Q4	$24.1M	Sell	82,452 -131,315	-61%	-$36.6M	0.07%	189
2021 Q3	$54.2M	Buy	213,767 +153,178	+253%	+$39.8M	0.17%	105
2021 Q2	$14.5M	Buy	+60,589	New	+$13.5M	0.05%	275
2021 Q1	–	Sell	-50,158	Closed	-$9.67M	–	1226
2020 Q4	$9.67M	Buy	50,158 +48,003	+2,228%	+$8.07M	0.04%	254
2020 Q3	$338K	Sell	2,155 -5,010	-70%	-$821K	﹤0.01%	1009
2020 Q2	$1.23M	Buy	+7,165	New	+$1.06M	0.01%	742
2018 Q4	–	Sell	-14,862	Closed	-$1.94M	–	1037
2018 Q3	$1.94M	Sell	14,862 -68,698	-82%	-$8.95M	0.02%	523
2018 Q2	$10.5M	Buy	83,560 +65,888	+373%	+$7.81M	0.12%	178
2018 Q1	$2.08M	Buy	+17,672	New	+$2.12M	0.03%	324
2017 Q4	–	Sell	-849,329	Closed	-$90M	–	696
2017 Q3	$90M	Buy	+849,329	New	+$112M	0.84%	30

Other funds holding EFX

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

TSAM

Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CPCPP

Canada Post Corporation Pension Plan Toronto, Canada $2.87B AUM 37.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Assenagon Asset Management's EFX Position: Q2 2026 in Review

Assenagon Asset Management increased its Equifax (EFX) stake by 160% in Q2 2026, buying an estimated $39M and bringing the position to 371,613 shares worth $59M. The position accounts for 0.07% of the portfolio, ranked #205.

Assenagon Asset Management first reported a position in EFX in Q3 2017 and has held it in 28 quarters since. The position peaked at $90M in Q3 2017. 129 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

Assenagon Asset Management held 371,613 shares of Equifax worth $59M as of Q2 2026.
Assenagon Asset Management bought 228,820 Equifax shares in Q2 2026, an estimated $39M.
Equifax made up 0.07% of Assenagon Asset Management's portfolio in Q2 2026, its #205 holding.
Assenagon Asset Management first reported a position in Equifax in Q3 2017 and has held it in 28 quarters since.
Assenagon Asset Management's Equifax position peaked at $90M in Q3 2017.
129 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Assenagon Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.