Neo Ivy Capital Management’s Equifax EFX Stock Holding History

Neo Ivy Capital Management’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	$561K	Buy	+3,534	New	+$602K	0.13%	208
2025 Q2	–	Sell	-2,940	Closed	-$716K	–	392
2025 Q1	$716K	Buy	+2,940	New	+$739K	0.23%	136
2023 Q4	–	Sell	-2,372	Closed	-$435K	–	338
2023 Q3	$435K	Buy	2,372 +335	+16%	+$68.4K	0.19%	181
2023 Q2	$479K	Buy	+2,037	New	+$429K	0.25%	130
2022 Q2	–	Sell	-444	Closed	-$106K	–	460
2022 Q1	$106K	Buy	+444	New	+$105K	0.1%	295
2021 Q4	–	Sell	-973	Closed	-$167K	–	482
2021 Q3	$167K	Buy	+973	New	+$253K	0.19%	174
2020 Q4	–	Sell	-2,863	Closed	-$449K	–	464
2020 Q3	$449K	Buy	2,863 +1,890	+194%	+$310K	0.45%	58
2020 Q2	$167K	Buy	+973	New	+$144K	0.19%	174

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 $3.38T AUM 44.17% 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

Neo Ivy Capital Management's EFX Position: Q2 2026 in Review

Neo Ivy Capital Management opened a new position in Equifax (EFX) in Q2 2026: 3,534 shares worth $561K. The stake represents 0.13% of the portfolio and ranks #208 among its holdings. This is a return to the name: Neo Ivy Capital Management previously reported a position in EFX as recently as Q1 2025.

Neo Ivy Capital Management first reported a position in EFX in Q2 2020 and has held it in 8 quarters since. The position peaked at $716K in Q1 2025. 838 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

Neo Ivy Capital Management held 3,534 shares of Equifax worth $561K as of Q2 2026.
Equifax was a new Neo Ivy Capital Management position in Q2 2026.
Equifax made up 0.13% of Neo Ivy Capital Management's portfolio in Q2 2026, its #208 holding.
Neo Ivy Capital Management first reported a position in Equifax in Q2 2020 and has held it in 8 quarters since.
Neo Ivy Capital Management's Equifax position peaked at $716K in Q1 2025.
838 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

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