CGA
EFX icon

Compound Global Advisors’s Equifax EFX Stock Holding History

Compound Global Advisors’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
2025
Q1 		– Sell
-2,900
Closed -$739K – 45
2024
Q4 		$739K Buy
+2,900
New +$777K 3.01% 11
2024
Q1 		$6.55M Buy
+24,472
New +$6.23M 0.98% 31

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Compound Global Advisors's EFX Position: Q1 2025 in Review

Compound Global Advisors sold out of Equifax (EFX) in Q1 2025, closing a stake of 2,900 shares — an estimated $739K sold.

Compound Global Advisors first reported a position in EFX in Q1 2024 and held it in 2 quarters. The position peaked at $6.55M in Q1 2024. 810 funds tracked by Wall St. Rank hold EFX as of Q1 2025.

  • Compound Global Advisors reported no remaining Equifax position as of Q1 2025 after selling out during the quarter.
  • Compound Global Advisors sold 2,900 Equifax shares in Q1 2025, an estimated $739K.
  • Compound Global Advisors first reported a position in Equifax in Q1 2024 and held it in 2 quarters.
  • Compound Global Advisors's Equifax position peaked at $6.55M in Q1 2024.
  • 810 funds tracked by Wall St. Rank held Equifax as of Q1 2025.

Based on Compound Global Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.