Holocene Advisors
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Holocene Advisors’s Equifax EFX Stock Holding History

Holocene 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
-287,642
Closed -$73.3M – 784
2024
Q4 		$73.3M Buy
+287,642
New +$77.1M 0.23% 124
2023
Q2 		– Sell
-206,495
Closed -$41.9M – 757
2023
Q1 		$41.9M Buy
+206,495
New +$43M 0.21% 148
2022
Q4 		– Sell
-264,465
Closed -$45.3M – 744
2022
Q3 		$45.3M Sell
264,465
-9,538
-3% -$1.87M 0.29% 106
2022
Q2 		$50.1M Buy
274,003
+256,527
+1,468% +$51.3M 0.3% 108
2022
Q1 		$4.14M Sell
17,476
-83,195
-83% -$19.6M 0.02% 317
2021
Q4 		$29.5M Sell
100,671
-281,645
-74% -$78.4M 0.15% 169
2021
Q3 		$96.9M Buy
382,316
+106,461
+39% +$27.7M 0.53% 57
2021
Q2 		$66.1M Buy
+275,855
New +$61.7M 0.37% 99
2021
Q1 		– Sell
-3,700
Closed -$714K – 828
2020
Q4 		$714K Buy
+3,700
New +$622K ﹤0.01% 597
2019
Q3 		– Sell
-4,032
Closed -$545K – 740
2019
Q2 		$545K Buy
+4,032
New +$506K 0.01% 446
2018
Q2 		– Sell
-3,349
Closed -$395K – 604
2018
Q1 		$395K Sell
3,349
-1,655
-33% -$199K 0.01% 335
2017
Q4 		$590K Buy
+5,004
New +$562K 0.02% 366

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

Holocene Advisors's EFX Position: Q1 2025 in Review

Holocene Advisors sold out of Equifax (EFX) in Q1 2025, closing a stake of 287,642 shares — an estimated $73.3M sold.

Holocene Advisors first reported a position in EFX in Q4 2017 and held it in 12 quarters. The position peaked at $96.9M in Q3 2021. 810 funds tracked by Wall St. Rank hold EFX as of Q1 2025.

  • Holocene Advisors reported no remaining Equifax position as of Q1 2025 after selling out during the quarter.
  • Holocene Advisors sold 287,642 Equifax shares in Q1 2025, an estimated $73.3M.
  • Holocene Advisors first reported a position in Equifax in Q4 2017 and held it in 12 quarters.
  • Holocene Advisors's Equifax position peaked at $96.9M in Q3 2021.
  • 810 funds tracked by Wall St. Rank held Equifax as of Q1 2025.

Based on Holocene Advisors's 13F filing for Q1 2025, filed 15 May 2025.