Davis Selected Advisers’s Equinix EQIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $20.8M | Buy |
21,223
+450
| +2% | +$400K | 0.1% | 62 |
|
|
2025
Q4 | $15.9M | Sell |
20,773
-1,030
| -5% | -$807K | 0.07% | 64 |
|
|
2025
Q3 | $17.1M | Buy |
21,803
+6,140
| +39% | +$4.8M | 0.09% | 61 |
|
|
2025
Q2 | $12.5M | Buy |
15,663
+290
| +2% | +$246K | 0.07% | 69 |
|
|
2025
Q1 | $12.5M | Sell |
15,373
-3,825
| -20% | -$3.44M | 0.07% | 71 |
|
|
2024
Q4 | $18.1M | Sell |
19,198
-130
| -0.7% | -$120K | 0.11% | 59 |
|
|
2024
Q3 | $17.2M | Buy |
19,328
+2,070
| +12% | +$1.7M | 0.1% | 62 |
|
|
2024
Q2 | $0 | Sell |
17,258
-10
| -0.1% | -$7.59K | ﹤0.01% | 83 |
|
|
2024
Q1 | $14.3M | Sell |
17,268
-580
| -3% | -$488K | 0.08% | 60 |
|
|
2023
Q4 | $14.4M | Sell |
17,848
-1,070
| -6% | -$822K | 0.08% | 65 |
|
|
2023
Q3 | $13.7M | Hold |
18,918
| – | – | 0.09% | 63 |
|
|
2023
Q2 | $14.8M | Sell |
18,918
-4,860
| -20% | -$3.56M | 0.09% | 62 |
|
|
2023
Q1 | $17.1M | Sell |
23,778
-2,680
| -10% | -$1.89M | 0.11% | 57 |
|
|
2022
Q4 | $17.3M | Hold |
26,458
| – | – | 0.12% | 54 |
|
|
2022
Q3 | $15.1M | Hold |
26,458
| – | – | 0.11% | 53 |
|
|
2022
Q2 | $17.4M | Buy |
26,458
+750
| +3% | +$519K | 0.11% | 55 |
|
|
2022
Q1 | $19.1M | Sell |
25,708
-360
| -1% | -$259K | 0.1% | 65 |
|
|
2021
Q4 | $22M | Buy |
26,068
+90
| +0.3% | +$72.1K | 0.1% | 63 |
|
|
2021
Q3 | $20.5M | Hold |
25,978
| – | – | 0.09% | 62 |
|
|
2021
Q2 | $20.9M | Sell |
25,978
-7,310
| -22% | -$5.43M | 0.09% | 64 |
|
|
2021
Q1 | $22.6M | Buy |
33,288
+1,238
| +4% | +$850K | 0.1% | 54 |
|
|
2020
Q4 | $22.9M | Hold |
32,050
| – | – | 0.11% | 50 |
|
|
2020
Q3 | $24.4M | Sell |
32,050
-2,240
| -7% | -$1.69M | 0.14% | 49 |
|
|
2020
Q2 | $24.1M | Sell |
34,290
-2,940
| -8% | -$1.99M | 0.14% | 50 |
|
|
2020
Q1 | $23.3M | Buy |
37,230
+1,340
| +4% | +$802K | 0.16% | 53 |
|
|
2019
Q4 | $20.9M | Sell |
35,890
-40
| -0.1% | -$22.5K | 0.1% | 59 |
|
|
2019
Q3 | $20.7M | Sell |
35,930
-21,950
| -38% | -$11.8M | 0.1% | 61 |
|
|
2019
Q2 | $29.2M | Sell |
57,880
-1,670
| -3% | -$801K | 0.14% | 56 |
|
|
2019
Q1 | $27M | Buy |
59,550
+1,540
| +3% | +$627K | 0.13% | 57 |
|
|
2018
Q4 | $20.5M | Buy |
58,010
+7,744
| +15% | +$3.02M | 0.11% | 63 |
|
|
2018
Q3 | $21.8M | Buy |
50,266
+3,984
| +9% | +$1.74M | 0.09% | 69 |
|
|
2018
Q2 | $19.9M | Buy |
46,282
+3,498
| +8% | +$1.41M | 0.08% | 70 |
|
|
2018
Q1 | $17.9M | Buy |
+42,784
| New | +$18M | 0.08% | 74 |
|
|
2015
Q2 | – | Sell |
-15,569
| Closed | -$3.63M | – | 192 |
|
|
2015
Q1 | $3.63M | Buy |
+15,569
| New | +$3.53M | 0.01% | 157 |
|
Other funds holding EQIX
VCM
VPM
Davis Selected Advisers's EQIX Position: Q1 2026 in Review
Davis Selected Advisers increased its Equinix (EQIX) stake by 2.2% in Q1 2026, buying an estimated $400K and bringing the position to 21,223 shares worth $20.8M. The position accounts for 0.1% of the portfolio, ranked #62.
Davis Selected Advisers first reported a position in EQIX in Q1 2015 and has held it in 34 quarters since. The position peaked at $29.2M in Q2 2019. 1,287 funds tracked by Wall St. Rank hold EQIX as of Q1 2026.
- Davis Selected Advisers held 21,223 shares of Equinix worth $20.8M as of Q1 2026.
- Davis Selected Advisers bought 450 Equinix shares in Q1 2026, an estimated $400K.
- Equinix made up 0.1% of Davis Selected Advisers's portfolio in Q1 2026, its #62 holding.
- Davis Selected Advisers first reported a position in Equinix in Q1 2015 and has held it in 34 quarters since.
- Davis Selected Advisers's Equinix position peaked at $29.2M in Q2 2019.
- 1,287 funds tracked by Wall St. Rank held Equinix as of Q1 2026.
Based on Davis Selected Advisers's 13F filing for Q1 2026, filed 7 May 2026.