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Scopia Capital Management’s TransUnion TRU Stock Holding History

Scopia Capital Management’s Portfolio TRU Stock Details TRU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-236,284
Closed -$20.3M – 28
2025
Q4 		$20.3M Sell
236,284
-25,973
-10% -$2.13M 4.19% 11
2025
Q3 		$22M Buy
+262,257
New +$23.8M 2.76% 16

Other funds holding TRU

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Scopia Capital Management's TRU Position: Q1 2026 in Review

Scopia Capital Management sold out of TransUnion (TRU) in Q1 2026, closing a stake of 236,284 shares — an estimated $20.3M sold.

Scopia Capital Management first reported a position in TRU in Q3 2025 and held it in 2 quarters. The position peaked at $22M in Q3 2025. 564 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

  • Scopia Capital Management reported no remaining TransUnion position as of Q1 2026 after selling out during the quarter.
  • Scopia Capital Management sold 236,284 TransUnion shares in Q1 2026, an estimated $20.3M.
  • Scopia Capital Management first reported a position in TransUnion in Q3 2025 and held it in 2 quarters.
  • Scopia Capital Management's TransUnion position peaked at $22M in Q3 2025.
  • 564 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

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