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Coalescence Partners Investment Management’s Equifax EFX Stock Holding History

Coalescence Partners Investment 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 		– Sell
-165,222
Closed -$35.8M – 14
2025
Q4 		$35.8M Buy
165,222
+76,000
+85% +$16.6M 8.45% 6
2025
Q3 		$22.9M Hold
89,222
– – 5.96% 9
2025
Q2 		$23.1M Buy
89,222
+6,632
+8% +$1.69M 5.97% 9
2025
Q1 		$20.1M Hold
82,590
– – 6.64% 7
2024
Q4 		$21M Buy
82,590
+34,925
+73% +$9.36M 7.96% 5
2024
Q3 		$14M Buy
47,665
+27,637
+138% +$7.79M 6.27% 6
2024
Q2 		$4.86M Buy
+20,028
New +$4.78M 3.98% 10

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

Coalescence Partners Investment Management's EFX Position: Q1 2026 in Review

Coalescence Partners Investment Management sold out of Equifax (EFX) in Q1 2026, closing a stake of 165,222 shares — an estimated $35.8M sold.

Coalescence Partners Investment Management first reported a position in EFX in Q2 2024 and held it in 7 quarters. The position peaked at $35.8M in Q4 2025. 872 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Coalescence Partners Investment Management reported no remaining Equifax position as of Q1 2026 after selling out during the quarter.
  • Coalescence Partners Investment Management sold 165,222 Equifax shares in Q1 2026, an estimated $35.8M.
  • Coalescence Partners Investment Management first reported a position in Equifax in Q2 2024 and held it in 7 quarters.
  • Coalescence Partners Investment Management's Equifax position peaked at $35.8M in Q4 2025.
  • 872 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Coalescence Partners Investment Management's 13F filing for Q1 2026, filed 14 May 2026.