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Horizon Investments’s Equifax EFX Stock Holding History

Horizon Investments’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 		$376K Buy
2,090
+110
+6% +$21.8K ﹤0.01% 898
2025
Q4 		$430K Buy
1,980
+62
+3% +$13.6K 0.01% 863
2025
Q3 		$492K Sell
1,918
-20
-1% -$5.03K 0.01% 841
2025
Q2 		$503K Buy
1,938
+152
+9% +$38.7K 0.01% 768
2025
Q1 		$435K Buy
1,786
+95
+6% +$23.9K 0.01% 393
2024
Q4 		$431K Buy
1,691
+13
+0.8% +$3.48K 0.01% 396
2024
Q3 		$493K Sell
1,678
-46
-3% -$13K 0.01% 369
2024
Q2 		$418K Buy
1,724
+21
+1% +$5.01K 0.01% 400
2024
Q1 		$456K Sell
1,703
-8
-0.5% -$2.04K 0.01% 379
2023
Q4 		$423K Buy
1,711
+35
+2% +$7.1K 0.01% 367
2023
Q3 		$307K Buy
1,676
+23
+1% +$4.7K 0.01% 403
2023
Q2 		$389K Buy
1,653
+131
+9% +$27.6K 0.01% 360
2023
Q1 		$309K Buy
1,522
+130
+9% +$27.1K 0.01% 399
2022
Q4 		$271K Buy
1,392
+163
+13% +$29.8K 0.01% 475
2022
Q3 		$211K Buy
1,229
+122
+11% +$23.9K 0.01% 463
2022
Q2 		$202K Sell
1,107
-39
-3% -$7.8K 0.01% 453
2022
Q1 		$272K Sell
1,146
-1,521
-57% -$358K 0.01% 456
2021
Q4 		$781K Buy
2,667
+642
+32% +$179K 0.02% 251
2021
Q3 		$513K Buy
+2,025
New +$526K 0.01% 312
2020
Q3 		– Sell
-2,602
Closed -$447K – 401
2020
Q2 		$447K Buy
+2,602
New +$385K 0.01% 332
2020
Q1 		– Sell
-1,560
Closed -$219K – 348
2019
Q4 		$219K Sell
1,560
-186
-11% -$25.8K 0.01% 497
2019
Q3 		$246K Sell
1,746
-1,745
-50% -$246K 0.01% 314
2019
Q2 		$472K Buy
3,491
+1,654
+90% +$207K 0.01% 263
2019
Q1 		$218K Buy
+1,837
New +$196K 0.01% 364
2018
Q3 		– Sell
-9,637
Closed -$1.21M – 267
2018
Q2 		$1.21M Buy
+9,637
New +$1.14M 0.05% 110
2017
Q1 		– Sell
-3,325
Closed -$393K – 170
2016
Q4 		$393K Buy
+3,325
New +$406K 0.03% 137

Other funds holding EFX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Horizon Investments's EFX Position: Q1 2026 in Review

Horizon Investments increased its Equifax (EFX) stake by 5.6% in Q1 2026, buying an estimated $21.8K and bringing the position to 2,090 shares worth $376K. The position accounts for ﹤0.01% of the portfolio, ranked #898.

Horizon Investments first reported a position in EFX in Q4 2016 and has held it in 26 quarters since. The position peaked at $1.21M in Q2 2018. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Horizon Investments held 2,090 shares of Equifax worth $376K as of Q1 2026.
  • Horizon Investments bought 110 Equifax shares in Q1 2026, an estimated $21.8K.
  • Equifax made up ﹤0.01% of Horizon Investments's portfolio in Q1 2026, its #898 holding.
  • Horizon Investments first reported a position in Equifax in Q4 2016 and has held it in 26 quarters since.
  • Horizon Investments's Equifax position peaked at $1.21M in Q2 2018.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.