Junto Capital Management’s TransUnion TRU Stock Holding History

Junto Capital Management’s Portfolio TRU Stock Details TRU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$79M	Buy	+1,094,740	New	+$76.8M	1.39%	27
2025 Q3	–	Sell	-712,775	Closed	-$62.7M	–	108
2025 Q2	$62.7M	Buy	+712,775	New	+$59.4M	1.31%	30
2025 Q1	–	Sell	-323,864	Closed	-$30M	–	113
2024 Q4	$30M	Buy	+323,864	New	+$32.8M	0.58%	66
2023 Q4	–	Sell	-44,598	Closed	-$3.2M	–	103
2023 Q3	$3.2M	Buy	+44,598	New	+$3.5M	0.08%	71
2022 Q1	–	Sell	-1,041,935	Closed	-$124M	–	90
2021 Q4	$124M	Sell	1,041,935 -166,785	-14%	-$19.1M	3.18%	4
2021 Q3	$136M	Buy	1,208,720 +438,549	+57%	+$51.6M	4.28%	2
2021 Q2	$84.6M	Sell	770,171 -844,966	-52%	-$88.1M	2.7%	11
2021 Q1	$145M	Buy	+1,615,137	New	+$146M	5.23%	1
2020 Q3	–	Sell	-853,544	Closed	-$74.3M	–	68
2020 Q2	$74.3M	Buy	+853,544	New	+$68.1M	3.18%	9
2019 Q3	–	Sell	-879,227	Closed	-$64.6M	–	55
2019 Q2	$64.6M	Sell	879,227 -271,776	-24%	-$18.6M	3.73%	11
2019 Q1	$76.9M	Buy	+1,151,003	New	+$71.3M	4.42%	3
2018 Q4	–	Sell	-694,309	Closed	-$51.1M	–	63
2018 Q3	$51.1M	Buy	694,309 +168,106	+32%	+$12.5M	2.94%	11
2018 Q2	$37.7M	Buy	+526,203	New	+$35.1M	2.64%	17
2017 Q3	–	Sell	-1,831,267	Closed	-$79.3M	–	44
2017 Q2	$79.3M	Buy	1,831,267 +297,246	+19%	+$12.3M	6.98%	2
2017 Q1	$58.8M	Sell	1,534,021 -343,384	-18%	-$12.1M	5.57%	4
2016 Q4	$58.1M	Sell	1,877,405 -14,238	-0.8%	-$448K	6.34%	1
2016 Q3	$65.3M	Buy	1,891,643 +661,856	+54%	+$22.2M	8.57%	1
2016 Q2	$41.1M	Buy	1,229,787 +360,767	+42%	+$11.1M	6.42%	5
2016 Q1	$24M	Buy	+869,020	New	+$22M	4.11%	14

Other funds holding TRU

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

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

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Junto Capital Management's TRU Position: Q2 2026 in Review

Junto Capital Management opened a new position in TransUnion (TRU) in Q2 2026: 1,094,740 shares worth $79M. The stake represents 1.39% of the portfolio and ranks #27 among its holdings. This is a return to the name: Junto Capital Management previously reported a position in TRU as recently as Q2 2025.

Junto Capital Management first reported a position in TRU in Q1 2016 and has held it in 19 quarters since. The position peaked at $145M in Q1 2021. 522 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

Junto Capital Management held 1,094,740 shares of TransUnion worth $79M as of Q2 2026.
TransUnion was a new Junto Capital Management position in Q2 2026.
TransUnion made up 1.39% of Junto Capital Management's portfolio in Q2 2026, its #27 holding.
Junto Capital Management first reported a position in TransUnion in Q1 2016 and has held it in 19 quarters since.
Junto Capital Management's TransUnion position peaked at $145M in Q1 2021.
522 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Junto Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.