Intermede Investment Partners’s Equifax EFX Stock Holding History

Intermede Investment 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	$52.3M	Sell	290,287 -15,722	-5%	-$3.12M	2.42%	21
2025 Q4	$66.4M	Sell	306,009 -15,266	-5%	-$3.34M	2.73%	17
2025 Q3	$82.4M	Sell	321,275 -123,886	-28%	-$31.1M	3.39%	13
2025 Q2	$115M	Sell	445,161 -22,894	-5%	-$5.82M	3.56%	12
2025 Q1	$114M	Sell	468,055 -38,508	-8%	-$9.68M	3.59%	11
2024 Q4	$129M	Sell	506,563 -140,161	-22%	-$37.6M	3.44%	12
2024 Q3	$190M	Sell	646,724 -98,851	-13%	-$27.9M	3.97%	8
2024 Q2	$181M	Buy	745,575 +21,154	+3%	+$5.05M	3.82%	8
2024 Q1	$194M	Sell	724,421 -47,511	-6%	-$12.1M	3.95%	10
2023 Q4	$191M	Sell	771,932 -38,836	-5%	-$7.88M	4.33%	13
2023 Q3	$149M	Buy	810,768 +289,875	+56%	+$59.2M	3.8%	15
2023 Q2	$123M	Sell	520,893 -591	-0.1%	-$124K	2.86%	19
2023 Q1	$106M	Buy	+521,484	New	+$109M	2.59%	23

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

Intermede Investment Partners's EFX Position: Q1 2026 in Review

Intermede Investment Partners reduced its Equifax (EFX) stake by 5.1% in Q1 2026, selling an estimated $3.12M and leaving 290,287 shares worth $52.3M. The position accounts for 2.42% of the portfolio, ranked #21.

Intermede Investment Partners first reported a position in EFX in Q1 2023 and has held it in 13 quarters since. The position peaked at $194M in Q1 2024. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

Intermede Investment Partners held 290,287 shares of Equifax worth $52.3M as of Q1 2026.
Intermede Investment Partners sold 15,722 Equifax shares in Q1 2026, an estimated $3.12M.
Equifax made up 2.42% of Intermede Investment Partners's portfolio in Q1 2026, its #21 holding.
Intermede Investment Partners first reported a position in Equifax in Q1 2023 and has held it in 13 quarters since.
Intermede Investment Partners's Equifax position peaked at $194M in Q1 2024.
870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Intermede Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.