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NEOS Investment Management’s Equifax EFX Stock Holding History

NEOS Investment 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 		$3.18M Buy
20,011
+2,439
+14% +$416K 0.01% 446
2026
Q1 		$3.16M Buy
17,572
+1,616
+10% +$321K 0.02% 413
2025
Q4 		$3.46M Buy
15,956
+2,973
+23% +$651K 0.02% 388
2025
Q3 		$3.33M Buy
12,983
+4,240
+48% +$1.07M 0.02% 357
2025
Q2 		$2.27M Buy
8,743
+1,783
+26% +$454K 0.03% 348
2025
Q1 		$1.7M Sell
6,960
-1,101
-14% -$277K 0.03% 353
2024
Q4 		$2.05M Buy
8,061
+2,285
+40% +$612K 0.05% 294
2024
Q3 		$1.7M Buy
5,776
+1,172
+25% +$331K 0.05% 291
2024
Q2 		$1.12M Buy
4,604
+1,084
+31% +$259K 0.05% 310
2024
Q1 		$942K Buy
3,520
+945
+37% +$240K 0.06% 277
2023
Q4 		$637K Buy
2,575
+1,229
+91% +$249K 0.06% 241
2023
Q3 		$247K Buy
+1,346
New +$275K 0.03% 314

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

NEOS Investment Management's EFX Position: Q2 2026 in Review

NEOS Investment Management increased its Equifax (EFX) stake by 14% in Q2 2026, buying an estimated $416K and bringing the position to 20,011 shares worth $3.18M. The position accounts for 0.01% of the portfolio, ranked #446.

NEOS Investment Management first reported a position in EFX in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.46M in Q4 2025. 832 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • NEOS Investment Management held 20,011 shares of Equifax worth $3.18M as of Q2 2026.
  • NEOS Investment Management bought 2,439 Equifax shares in Q2 2026, an estimated $416K.
  • Equifax made up 0.01% of NEOS Investment Management's portfolio in Q2 2026, its #446 holding.
  • NEOS Investment Management first reported a position in Equifax in Q3 2023 and has held it in 12 quarters since.
  • NEOS Investment Management's Equifax position peaked at $3.46M in Q4 2025.
  • 832 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.