Joel Greenblatt’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $10.7M | Buy |
67,257
+13,070
| +24% | +$2.23M | 0.02% | 775 |
|
|
2026
Q1 | $9.76M | Buy |
54,187
+48,280
| +817% | +$9.59M | 0.03% | 704 |
|
|
2025
Q4 | $1.28M | Buy |
5,907
+3,302
| +127% | +$723K | ﹤0.01% | 1183 |
|
|
2025
Q3 | $668K | Sell |
2,605
-4,918
| -65% | -$1.24M | ﹤0.01% | 1316 |
|
|
2025
Q2 | $1.95M | Buy |
7,523
+5,881
| +358% | +$1.5M | 0.01% | 936 |
|
|
2025
Q1 | $400K | Buy |
+1,642
| New | +$413K | ﹤0.01% | 1293 |
|
|
2024
Q2 | – | Sell |
-1,759
| Closed | -$471K | – | 1437 |
|
|
2024
Q1 | $471K | Buy |
+1,759
| New | +$448K | 0.01% | 1075 |
|
|
2023
Q1 | – | Sell |
-2,042
| Closed | -$397K | – | 1341 |
|
|
2022
Q4 | $397K | Sell |
2,042
-3,665
| -64% | -$670K | 0.01% | 962 |
|
|
2022
Q3 | $978K | Buy |
5,707
+815
| +17% | +$160K | 0.03% | 659 |
|
|
2022
Q2 | $894K | Buy |
+4,892
| New | +$979K | 0.03% | 596 |
|
|
2021
Q4 | – | Sell |
-1,089
| Closed | -$276K | – | 1165 |
|
|
2021
Q3 | $276K | Buy |
+1,089
| New | +$283K | 0.01% | 864 |
|
|
2020
Q4 | – | Sell |
-3,887
| Closed | -$610K | – | 1026 |
|
|
2020
Q3 | $610K | Buy |
+3,887
| New | +$637K | 0.02% | 681 |
|
|
2020
Q1 | – | Sell |
-4,163
| Closed | -$583K | – | 1100 |
|
|
2019
Q4 | $583K | Buy |
+4,163
| New | +$577K | 0.01% | 764 |
|
|
2018
Q4 | – | Sell |
-2,431
| Closed | -$317K | – | 1016 |
|
|
2018
Q3 | $317K | Sell |
2,431
-315
| -11% | -$41K | ﹤0.01% | 823 |
|
|
2018
Q2 | $344K | Buy |
2,746
+1,023
| +59% | +$121K | 0.01% | 752 |
|
|
2018
Q1 | $203K | Sell |
1,723
-34
| -2% | -$4.08K | ﹤0.01% | 887 |
|
|
2017
Q4 | $207K | Sell |
1,757
-109,942
| -98% | -$12.4M | ﹤0.01% | 881 |
|
|
2017
Q3 | $11.8M | Buy |
111,699
+79,217
| +244% | +$10.5M | 0.17% | 186 |
|
|
2017
Q2 | $4.46M | Buy |
+32,482
| New | +$4.46M | 0.06% | 381 |
|
|
2017
Q1 | – | Sell |
-10,139
| Closed | -$1.2M | – | 1021 |
|
|
2016
Q4 | $1.2M | Buy |
10,139
+7,275
| +254% | +$889K | 0.02% | 590 |
|
|
2016
Q3 | $385K | Buy |
+2,864
| New | +$380K | 0.01% | 749 |
|
|
2015
Q3 | – | Sell |
-4,781
| Closed | -$464K | – | 946 |
|
|
2015
Q2 | $464K | Buy |
+4,781
| New | +$466K | ﹤0.01% | 752 |
|
|
2014
Q2 | – | Sell |
-26,324
| Closed | -$1.79M | – | 1017 |
|
|
2014
Q1 | $1.79M | Buy |
+26,324
| New | +$1.84M | 0.03% | 562 |
|
|
2013
Q4 | – | Sell |
-42,517
| Closed | -$2.54M | – | 980 |
|
|
2013
Q3 | $2.54M | Buy |
42,517
+26,925
| +173% | +$1.66M | 0.08% | 361 |
|
|
2013
Q2 | $919K | Buy |
+15,592
| New | +$941K | 0.04% | 550 |
|
Other funds holding EFX
SCP
Joel Greenblatt's EFX Position: Q2 2026 in Review
Joel Greenblatt increased its Equifax (EFX) stake by 24% in Q2 2026, buying an estimated $2.23M and bringing the position to 67,257 shares worth $10.7M. The position accounts for 0.02% of the portfolio, ranked #775.
Joel Greenblatt first reported a position in EFX in Q2 2013 and has held it in 25 quarters since. The position peaked at $11.8M in Q3 2017. 830 funds tracked by Wall St. Rank hold EFX as of Q2 2026.
- Joel Greenblatt held 67,257 shares of Equifax worth $10.7M as of Q2 2026.
- Joel Greenblatt bought 13,070 Equifax shares in Q2 2026, an estimated $2.23M.
- Equifax made up 0.02% of Joel Greenblatt's portfolio in Q2 2026, its #775 holding.
- Joel Greenblatt first reported a position in Equifax in Q2 2013 and has held it in 25 quarters since.
- Joel Greenblatt's Equifax position peaked at $11.8M in Q3 2017.
- 830 funds tracked by Wall St. Rank held Equifax as of Q2 2026.
Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.