John Overdeck’s Equifax EFX Stock Holding History

John Overdeck’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	$2.03M	Buy	+12,800	New	+$2.18M	﹤0.01%	2986
2022 Q1	–	Sell	-7,000	Closed	-$2.05M	–	3132
2021 Q4	$2.05M	Buy	+7,000	New	+$1.95M	﹤0.01%	1900
2021 Q3	–	Sell	-1,000	Closed	-$240K	–	4357
2021 Q2	$240K	Buy	+1,000	New	+$223K	﹤0.01%	3662
2020 Q2	–	Sell	-2,000	Closed	-$239K	–	3071
2020 Q1	$239K	Sell	2,000 -9,400	-82%	-$1.37M	﹤0.01%	2510
2019 Q4	$1.6M	Buy	11,400 +5,300	+87%	+$734K	﹤0.01%	1783
2019 Q3	$858K	Buy	6,100 +4,200	+221%	+$592K	﹤0.01%	2112
2019 Q2	$257K	Buy	+1,900	New	+$238K	﹤0.01%	2947
2018 Q2	–	Sell	-15,300	Closed	-$1.8M	–	3392
2018 Q1	$1.8M	Buy	15,300 +1,900	+14%	+$228K	0.01%	1601
2017 Q4	$1.58M	Sell	13,400 -30,600	-70%	-$3.44M	0.01%	1647
2017 Q3	$4.66M	Buy	+44,000	New	+$5.82M	0.02%	844
2016 Q3	–	Sell	-4,000	Closed	-$514K	–	3164
2016 Q2	$514K	Buy	+4,000	New	+$484K	﹤0.01%	2226

Other funds holding EFX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

John Overdeck's EFX Position: Q2 2026 in Review

John Overdeck increased its Equifax (EFX) stake by 170% in Q2 2026, buying an estimated $15.8M and bringing the position to 147,205 shares worth $23.4M. The position accounts for 0.02% of the portfolio, ranked #958.

John Overdeck first reported a position in EFX in Q2 2013 and has held it in 30 quarters since. The position peaked at $127M in Q1 2025. 830 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

John Overdeck held 147,205 shares of Equifax worth $23.4M as of Q2 2026.
John Overdeck bought 92,675 Equifax shares in Q2 2026, an estimated $15.8M.
Equifax made up 0.02% of John Overdeck's portfolio in Q2 2026, its #958 holding.
John Overdeck first reported a position in Equifax in Q2 2013 and has held it in 30 quarters since.
John Overdeck's Equifax position peaked at $127M in Q1 2025.
830 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.