Prelude Capital Management’s Equifax EFX Stock Holding History

Prelude 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 Q1	$294K	Buy	+1,631	New	+$324K	0.02%	716
2025 Q4	–	Sell	-2,815	Closed	-$722K	–	1359
2025 Q3	$722K	Buy	2,815 +1,289	+84%	+$324K	0.06%	392
2025 Q2	$396K	Buy	+1,526	New	+$388K	0.04%	509
2021 Q4	–	Sell	-1,052	Closed	-$267K	–	2033
2021 Q3	$267K	Sell	1,052 -2,911	-73%	-$757K	0.01%	1200
2021 Q2	$949K	Buy	3,963 +2,461	+164%	+$550K	0.03%	636
2021 Q1	$272K	Buy	+1,502	New	+$265K	0.01%	1195
2020 Q4	–	Sell	-448	Closed	-$70K	–	1453
2020 Q3	$70K	Buy	+448	New	+$73.4K	﹤0.01%	1020
2018 Q4	–	Sell	-3,425	Closed	-$365K	–	1867
2018 Q3	$447K	Sell	3,425 -1,822	-35%	-$237K	0.03%	552
2018 Q2	$656K	Buy	+5,247	New	+$622K	0.04%	450
2017 Q4	–	Sell	-748	Closed	-$79K	–	1438
2017 Q3	$79K	Buy	748 +603	+416%	+$79.7K	0.01%	955
2017 Q2	$20K	Buy	+145	New	+$19.9K	﹤0.01%	1255
2017 Q1	–	Sell	-1,404	Closed	-$166K	–	1564
2016 Q4	$166K	Buy	1,404 +1,207	+613%	+$148K	0.02%	657
2016 Q3	$27K	Buy	+197	New	+$26.1K	﹤0.01%	1269
2016 Q2	–	Sell	-1,160	Closed	-$133K	–	1611
2016 Q1	$133K	Buy	+1,160	New	+$122K	0.02%	671
2014 Q1	–	Sell	-230	Closed	-$16K	–	1927
2013 Q4	$16K	Buy	+230	New	+$15K	﹤0.01%	1387

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

Prelude Capital Management's EFX Position: Q1 2026 in Review

Prelude Capital Management opened a new position in Equifax (EFX) in Q1 2026: 1,631 shares worth $294K. The stake represents 0.02% of the portfolio and ranks #716 among its holdings. This is a return to the name: Prelude Capital Management previously reported a position in EFX as recently as Q3 2025.

Prelude Capital Management first reported a position in EFX in Q4 2013 and has held it in 15 quarters since. The position peaked at $949K in Q2 2021. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

Prelude Capital Management held 1,631 shares of Equifax worth $294K as of Q1 2026.
Equifax was a new Prelude Capital Management position in Q1 2026.
Equifax made up 0.02% of Prelude Capital Management's portfolio in Q1 2026, its #716 holding.
Prelude Capital Management first reported a position in Equifax in Q4 2013 and has held it in 15 quarters since.
Prelude Capital Management's Equifax position peaked at $949K in Q2 2021.
870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

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