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InceptionR’s Equifax EFX Stock Holding History

InceptionR’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 		$1.05M Buy
5,850
+3,710
+173% +$737K 0.25% 115
2025
Q4 		$464K Buy
2,140
+131
+7% +$28.7K 0.13% 301
2025
Q3 		$515K Sell
2,009
-3,460
-63% -$870K 0.12% 301
2025
Q2 		$1.42M Buy
+5,469
New +$1.39M 0.33% 75
2025
Q1 		– Sell
-1,540
Closed -$392K – 624
2024
Q4 		$392K Buy
+1,540
New +$413K 0.09% 392

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

InceptionR's EFX Position: Q1 2026 in Review

InceptionR increased its Equifax (EFX) stake by 173% in Q1 2026, buying an estimated $737K and bringing the position to 5,850 shares worth $1.05M. The position accounts for 0.25% of the portfolio, ranked #115.

InceptionR first reported a position in EFX in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.42M in Q2 2025. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • InceptionR held 5,850 shares of Equifax worth $1.05M as of Q1 2026.
  • InceptionR bought 3,710 Equifax shares in Q1 2026, an estimated $737K.
  • Equifax made up 0.25% of InceptionR's portfolio in Q1 2026, its #115 holding.
  • InceptionR first reported a position in Equifax in Q4 2024 and has held it in 5 quarters since.
  • InceptionR's Equifax position peaked at $1.42M in Q2 2025.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

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