Occudo Quantitative Strategies’s Equifax EFX Stock Holding History

Occudo Quantitative Strategies’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	$200K	Sell	1,262 -3,599	-74%	-$613K	0.01%	687
2026 Q1	$846K	Buy	+4,861	New	+$965K	0.05%	421
2022 Q4	–	Sell	-25,177	Closed	-$4.32M	–	1075
2022 Q3	$4.32M	Buy	25,177 +768	+3%	+$150K	0.34%	50
2022 Q2	$4.46M	Buy	24,409 +16,039	+192%	+$3.21M	0.37%	44
2022 Q1	$1.99M	Buy	+8,370	New	+$1.97M	0.17%	171
2021 Q4	–	Sell	-1,333	Closed	-$338K	–	1110
2021 Q3	$338K	Sell	1,333 -378	-22%	-$98.2K	0.04%	691
2021 Q2	$410K	Sell	1,711 -2,384	-58%	-$533K	0.06%	486
2021 Q1	$742K	Buy	4,095 +2,287	+126%	+$404K	0.16%	206
2020 Q4	$349K	Buy	+1,808	New	+$304K	0.11%	358

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

Occudo Quantitative Strategies's EFX Position: Q2 2026 in Review

Occudo Quantitative Strategies reduced its Equifax (EFX) stake by 74% in Q2 2026, selling an estimated $613K and leaving 1,262 shares worth $200K. The position accounts for 0.01% of the portfolio, ranked #687.

Occudo Quantitative Strategies first reported a position in EFX in Q4 2020 and has held it in 9 quarters since. The position peaked at $4.46M in Q2 2022. 832 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

Occudo Quantitative Strategies held 1,262 shares of Equifax worth $200K as of Q2 2026.
Occudo Quantitative Strategies sold 3,599 Equifax shares in Q2 2026, an estimated $613K.
Equifax made up 0.01% of Occudo Quantitative Strategies's portfolio in Q2 2026, its #687 holding.
Occudo Quantitative Strategies first reported a position in Equifax in Q4 2020 and has held it in 9 quarters since.
Occudo Quantitative Strategies's Equifax position peaked at $4.46M in Q2 2022.
832 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.