Boston Partners
EFX icon

Boston Partners’s Equifax EFX Stock Holding History

Boston Partners’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 		$43.7M Buy
242,771
+46,336
+24% +$9.2M 0.05% 273
2025
Q4 		$42.6M Sell
196,435
-858,934
-81% -$188M 0.04% 285
2025
Q3 		$271M Sell
1,055,369
-127,341
-11% -$32M 0.28% 124
2025
Q2 		$307M Sell
1,182,710
-20,465
-2% -$5.21M 0.34% 100
2025
Q1 		$293M Sell
1,203,175
-25,566
-2% -$6.43M 0.35% 94
2024
Q4 		$313M Buy
1,228,741
+187,460
+18% +$50.2M 0.38% 89
2024
Q3 		$306M Buy
1,041,281
+13,050
+1% +$3.68M 0.36% 95
2024
Q2 		$249M Buy
1,028,231
+375,600
+58% +$89.6M 0.31% 119
2024
Q1 		$175M Buy
652,631
+27,192
+4% +$6.92M 0.21% 167
2023
Q4 		$155M Buy
+625,439
New +$127M 0.2% 170
2016
Q4 		– Sell
-699,515
Closed -$94.1M – 753
2016
Q3 		$94.1M Sell
699,515
-701,194
-50% -$93M 0.13% 180
2016
Q2 		$180M Sell
1,400,709
-808,858
-37% -$98M 0.26% 131
2016
Q1 		$253M Sell
2,209,567
-863,506
-28% -$90.9M 0.37% 92
2015
Q4 		$342M Buy
3,073,073
+219,104
+8% +$23.7M 0.49% 59
2015
Q3 		$277M Sell
2,853,969
-185,340
-6% -$18.4M 0.42% 68
2015
Q2 		$295M Buy
3,039,309
+407,909
+16% +$39.8M 0.42% 72
2015
Q1 		$245M Buy
2,631,400
+114,141
+5% +$10.1M 0.36% 81
2014
Q4 		$204M Buy
2,517,259
+171,464
+7% +$13.3M 0.31% 97
2014
Q3 		$175M Buy
2,345,795
+71,249
+3% +$5.43M 0.28% 103
2014
Q2 		$165M Sell
2,274,546
-75,675
-3% -$5.31M 0.28% 102
2014
Q1 		$160M Buy
2,350,221
+290,873
+14% +$20.3M 0.29% 105
2013
Q4 		$142M Buy
2,059,348
+218,623
+12% +$14.2M 0.29% 103
2013
Q3 		$110M Buy
1,840,725
+366,614
+25% +$22.6M 0.27% 117
2013
Q2 		$86.9M Buy
+1,474,111
New +$88.9M 0.24% 117

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

Boston Partners's EFX Position: Q1 2026 in Review

Boston Partners increased its Equifax (EFX) stake by 24% in Q1 2026, buying an estimated $9.2M and bringing the position to 242,771 shares worth $43.7M. The position accounts for 0.05% of the portfolio, ranked #273.

Boston Partners first reported a position in EFX in Q2 2013 and has held it in 24 quarters since. The position peaked at $342M in Q4 2015. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Boston Partners held 242,771 shares of Equifax worth $43.7M as of Q1 2026.
  • Boston Partners bought 46,336 Equifax shares in Q1 2026, an estimated $9.2M.
  • Equifax made up 0.05% of Boston Partners's portfolio in Q1 2026, its #273 holding.
  • Boston Partners first reported a position in Equifax in Q2 2013 and has held it in 24 quarters since.
  • Boston Partners's Equifax position peaked at $342M in Q4 2015.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Boston Partners's 13F filing for Q1 2026, filed 11 May 2026.