Palogic Value Management’s Equifax EFX Stock Holding History

Palogic Value 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 Q1	$273K	Sell	1,516 -32	-2%	-$6.36K	0.12%	155
2025 Q4	$336K	Buy	1,548 +321	+26%	+$70.3K	0.14%	134
2025 Q3	$315K	Hold	1,227	–	–	0.13%	135
2025 Q2	$318K	Buy	1,227 +78	+7%	+$19.8K	0.13%	130
2025 Q1	$280K	Buy	1,149 +83	+8%	+$20.9K	0.12%	129
2024 Q4	$272K	Buy	1,066 +12	+1%	+$3.21K	0.1%	140
2024 Q3	$310K	Sell	1,054 -29	-3%	-$8.18K	0.11%	143
2024 Q2	$263K	Buy	1,083 +21	+2%	+$5.01K	0.11%	136
2024 Q1	$284K	Buy	1,062 +9	+0.9%	+$2.29K	0.12%	130
2023 Q4	$260K	Buy	+1,053	New	+$214K	0.12%	133
2023 Q3	–	Sell	-923	Closed	-$217K	–	157
2023 Q2	$217K	Buy	+923	New	+$194K	0.1%	137

Other funds holding EFX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Palogic Value Management's EFX Position: Q1 2026 in Review

Palogic Value Management reduced its Equifax (EFX) stake by 2.1% in Q1 2026, selling an estimated $6.36K and leaving 1,516 shares worth $273K. The position accounts for 0.12% of the portfolio, ranked #155.

Palogic Value Management first reported a position in EFX in Q2 2023 and has held it in 11 quarters since. The position peaked at $336K in Q4 2025. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

Palogic Value Management held 1,516 shares of Equifax worth $273K as of Q1 2026.
Palogic Value Management sold 32 Equifax shares in Q1 2026, an estimated $6.36K.
Equifax made up 0.12% of Palogic Value Management's portfolio in Q1 2026, its #155 holding.
Palogic Value Management first reported a position in Equifax in Q2 2023 and has held it in 11 quarters since.
Palogic Value Management's Equifax position peaked at $336K in Q4 2025.
870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Palogic Value Management's 13F filing for Q1 2026, filed 15 May 2026.