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Generation Investment Management’s Equifax EFX Stock Holding History

Generation 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
Q2 		$291M Buy
1,832,583
+56,974
+3% +$9.71M 2.83% 13
2026
Q1 		$320M Buy
1,775,609
+203,935
+13% +$40.5M 2.87% 14
2025
Q4 		$341M Sell
1,571,674
-1,164,793
-43% -$255M 2.37% 16
2025
Q3 		$702M Buy
2,736,467
+163,375
+6% +$41.1M 4.65% 9
2025
Q2 		$667M Sell
2,573,092
-228,233
-8% -$58.1M 4.24% 8
2025
Q1 		$682M Buy
2,801,325
+1,087,446
+63% +$273M 4.12% 8
2024
Q4 		$437M Sell
1,713,879
-349,077
-17% -$93.5M 2.28% 20
2024
Q3 		$606M Sell
2,062,956
-1,555,553
-43% -$439M 2.83% 17
2024
Q2 		$877M Buy
3,618,509
+305,288
+9% +$72.8M 4.22% 5
2024
Q1 		$886M Sell
3,313,221
-543,027
-14% -$138M 4.05% 5
2023
Q4 		$954M Buy
3,856,248
+298,846
+8% +$60.6M 4.32% 4
2023
Q3 		$652M Sell
3,557,402
-282,748
-7% -$57.7M 3.43% 11
2023
Q2 		$904M Sell
3,840,150
-339,539
-8% -$71.5M 4.38% 6
2023
Q1 		$848M Sell
4,179,689
-614,487
-13% -$128M 4.51% 8
2022
Q4 		$932M Sell
4,794,176
-22,901
-0.5% -$4.19M 5.38% 5
2022
Q3 		$826M Buy
4,817,077
+163,195
+4% +$32M 4.9% 6
2022
Q2 		$851M Buy
4,653,882
+240,094
+5% +$48.1M 4.64% 4
2022
Q1 		$1.05B Buy
4,413,788
+2,213,153
+101% +$521M 4.79% 7
2021
Q4 		$644M Sell
2,200,635
-641,569
-23% -$179M 2.65% 17
2021
Q3 		$720M Sell
2,842,204
-1,851,882
-39% -$481M 2.99% 14
2021
Q2 		$1.12B Sell
4,694,086
-2,185,518
-32% -$488M 4.66% 5
2021
Q1 		$1.25B Buy
6,879,604
+1,220,142
+22% +$216M 5.22% 2
2020
Q4 		$1.09B Buy
5,659,462
+3,609,565
+176% +$607M 4.87% 4
2020
Q3 		$322M Buy
2,049,897
+153,672
+8% +$25.2M 1.71% 25
2020
Q2 		$326M Sell
1,896,225
-316,127
-14% -$46.8M 1.88% 24
2020
Q1 		$264M Sell
2,212,352
-181,269
-8% -$26.4M 1.88% 22
2019
Q4 		$335M Buy
2,393,621
+170,169
+8% +$23.6M 2.15% 18
2019
Q3 		$313M Sell
2,223,452
-1,016,971
-31% -$143M 2.15% 22
2019
Q2 		$438M Buy
3,240,423
+680,935
+27% +$85.4M 3.02% 17
2019
Q1 		$303M Buy
+2,559,488
New +$273M 2.22% 21

Other funds holding EFX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Generation Investment Management's EFX Position: Q2 2026 in Review

Generation Investment Management increased its Equifax (EFX) stake by 3.2% in Q2 2026, buying an estimated $9.71M and bringing the position to 1,832,583 shares worth $291M. The position accounts for 2.83% of the portfolio, ranked #13.

Generation Investment Management first reported a position in EFX in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.25B in Q1 2021. 832 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Generation Investment Management held 1,832,583 shares of Equifax worth $291M as of Q2 2026.
  • Generation Investment Management bought 56,974 Equifax shares in Q2 2026, an estimated $9.71M.
  • Equifax made up 2.83% of Generation Investment Management's portfolio in Q2 2026, its #13 holding.
  • Generation Investment Management first reported a position in Equifax in Q1 2019 and has held it in 30 quarters since.
  • Generation Investment Management's Equifax position peaked at $1.25B in Q1 2021.
  • 832 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Generation Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.