BFM
EFX icon

Boothbay Fund Management’s Equifax EFX Stock Holding History

Boothbay Fund 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
Q1 		$438K Buy
+2,433
New +$483K 0.01% 1417
2025
Q3 		– Sell
-3,929
Closed -$1.02M – 1933
2025
Q2 		$1.02M Buy
+3,929
New +$999K 0.02% 676
2024
Q4 		– Sell
-2,433
Closed -$652K – 1604
2024
Q3 		$715K Buy
+2,433
New +$686K 0.02% 856
2024
Q2 		– Sell
-10,555
Closed -$2.82M – 1612
2024
Q1 		$2.82M Sell
10,555
-29,745
-74% -$7.57M 0.05% 394
2023
Q4 		$9.97M Buy
+40,300
New +$8.17M 0.25% 64
2022
Q2 		– Sell
-12,618
Closed -$2.53M – 2357
2022
Q1 		$2.99M Sell
12,618
-8,866
-41% -$2.09M 0.07% 402
2021
Q4 		$6.29M Sell
21,484
-4,359
-17% -$1.21M 0.15% 149
2021
Q3 		$6.55M Buy
25,843
+16,543
+178% +$4.3M 0.18% 114
2021
Q2 		$2.23M Buy
+9,300
New +$2.08M 0.07% 338
2021
Q1 		– Sell
-13,600
Closed -$2.62M – 1611
2020
Q4 		$2.62M Buy
+13,600
New +$2.29M 0.1% 208
2020
Q1 		– Sell
-2,483
Closed -$348K – 899
2019
Q4 		$348K Buy
+2,483
New +$344K 0.03% 575
2019
Q3 		– Sell
-20,500
Closed -$2.77M – 800
2019
Q2 		$2.77M Buy
20,500
+6,100
+42% +$765K 0.25% 95
2019
Q1 		$1.71M Buy
+14,400
New +$1.54M 0.17% 140
2017
Q1 		– Sell
-2,039
Closed -$241 – 792
2016
Q4 		$241 Buy
+2,039
New +$249K 0.05% 506

Other funds holding EFX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Boothbay Fund Management's EFX Position: Q1 2026 in Review

Boothbay Fund Management opened a new position in Equifax (EFX) in Q1 2026: 2,433 shares worth $438K. The stake represents 0.01% of the portfolio and ranks #1417 among its holdings. This is a return to the name: Boothbay Fund Management previously reported a position in EFX as recently as Q2 2025.

Boothbay Fund Management first reported a position in EFX in Q4 2016 and has held it in 14 quarters since. The position peaked at $9.97M in Q4 2023. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Boothbay Fund Management held 2,433 shares of Equifax worth $438K as of Q1 2026.
  • Equifax was a new Boothbay Fund Management position in Q1 2026.
  • Equifax made up 0.01% of Boothbay Fund Management's portfolio in Q1 2026, its #1417 holding.
  • Boothbay Fund Management first reported a position in Equifax in Q4 2016 and has held it in 14 quarters since.
  • Boothbay Fund Management's Equifax position peaked at $9.97M in Q4 2023.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Boothbay Fund Management's 13F filing for Q1 2026, filed 15 May 2026.