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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
Q2 		$50.7M Sell
277,384
-12,903
-4% -$2.2M 2.13% 23
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
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

Intermede Investment Partners's EFX Position: Q2 2026 in Review

Intermede Investment Partners reduced its Equifax (EFX) stake by 4.4% in Q2 2026, selling an estimated $2.2M and leaving 277,384 shares worth $50.7M. The position accounts for 2.13% of the portfolio, ranked #23.

Intermede Investment Partners first reported a position in EFX in Q1 2023 and has held it in 14 quarters since. The position peaked at $194M in Q1 2024. 835 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Intermede Investment Partners held 277,384 shares of Equifax worth $50.7M as of Q2 2026.
  • Intermede Investment Partners sold 12,903 Equifax shares in Q2 2026, an estimated $2.2M.
  • Equifax made up 2.13% of Intermede Investment Partners's portfolio in Q2 2026, its #23 holding.
  • Intermede Investment Partners first reported a position in Equifax in Q1 2023 and has held it in 14 quarters since.
  • Intermede Investment Partners's Equifax position peaked at $194M in Q1 2024.
  • 835 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Intermede Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.