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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
Q2 		– Sell
-2,433
Closed -$438K – 2349
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 -$241K – 792
2016
Q4 		$241K Buy
+2,039
New +$249K 0.05% 506

Other funds holding EFX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Boothbay Fund Management's EFX Position: Q2 2026 in Review

Boothbay Fund Management sold out of Equifax (EFX) in Q2 2026, closing a stake of 2,433 shares — an estimated $438K sold.

Boothbay Fund Management first reported a position in EFX in Q4 2016 and held it in 14 quarters. The position peaked at $9.97M in Q4 2023. 838 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Boothbay Fund Management reported no remaining Equifax position as of Q2 2026 after selling out during the quarter.
  • Boothbay Fund Management sold 2,433 Equifax shares in Q2 2026, an estimated $438K.
  • Boothbay Fund Management first reported a position in Equifax in Q4 2016 and held it in 14 quarters.
  • Boothbay Fund Management's Equifax position peaked at $9.97M in Q4 2023.
  • 838 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Boothbay Fund Management's 13F filing for Q2 2026, filed 14 Aug 2026.