Dundas Partners’s Equifax EFX Stock Holding History

Dundas 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	$22.9M	Sell	126,939 -1,108	-0.9%	-$220K	1.82%	22
2025 Q4	$27.8M	Sell	128,047 -4,568	-3%	-$1M	1.96%	24
2025 Q3	$34M	Hold	132,615	–	–	2.4%	21
2025 Q2	$34.4M	Hold	132,615	–	–	2.39%	23
2025 Q1	$32.3M	Hold	132,615	–	–	2.38%	25
2024 Q4	$33.8M	Hold	132,615	–	–	2.37%	23
2024 Q3	$39M	Hold	132,615	–	–	2.8%	19
2024 Q2	$32.2M	Buy	132,615 +1,190	+0.9%	+$284K	2.49%	19
2024 Q1	$35.2M	Hold	131,425	–	–	2.77%	18
2023 Q4	$32.5M	Hold	131,425	–	–	2.83%	18
2023 Q3	$24.1M	Hold	131,425	–	–	2.37%	28
2023 Q2	$30.9M	Hold	131,425	–	–	2.91%	16
2023 Q1	$26.7M	Sell	131,425 -2,539	-2%	-$529K	2.79%	21
2022 Q4	$26M	Hold	133,964	–	–	2.83%	20
2022 Q3	$23M	Hold	133,964	–	–	2.67%	23
2022 Q2	$24.5M	Buy	133,964 +17,780	+15%	+$3.56M	2.65%	21
2022 Q1	$27.5M	Buy	116,184 +41,593	+56%	+$9.8M	2.5%	22
2021 Q4	$17M	Buy	+74,591	New	+$20.8M	2.11%	24

Other funds holding EFX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Dundas Partners's EFX Position: Q1 2026 in Review

Dundas Partners reduced its Equifax (EFX) stake by 0.87% in Q1 2026, selling an estimated $220K and leaving 126,939 shares worth $22.9M. The position accounts for 1.82% of the portfolio, ranked #22.

Dundas Partners first reported a position in EFX in Q4 2021 and has held it in 18 quarters since. The position peaked at $39M in Q3 2024. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

Dundas Partners held 126,939 shares of Equifax worth $22.9M as of Q1 2026.
Dundas Partners sold 1,108 Equifax shares in Q1 2026, an estimated $220K.
Equifax made up 1.82% of Dundas Partners's portfolio in Q1 2026, its #22 holding.
Dundas Partners first reported a position in Equifax in Q4 2021 and has held it in 18 quarters since.
Dundas Partners's Equifax position peaked at $39M in Q3 2024.
870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

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