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Soroban Capital Partners’s Equifax EFX Stock Holding History

Soroban Capital Partners’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 		$700M Buy
4,410,883
+226,314
+5% +$38.6M 1.46% 13
2026
Q1 		$754M Buy
4,184,569
+3,165,120
+310% +$629M 1.45% 11
2025
Q4 		$262M Buy
+1,019,449
New +$223M 1.82% 17
2022
Q3 		– Sell
-436,042
Closed -$79.7M – 42
2022
Q2 		$79.7M Buy
+436,042
New +$87.3M 0.69% 26

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Soroban Capital Partners's EFX Position: Q2 2026 in Review

Soroban Capital Partners increased its Equifax (EFX) stake by 5.4% in Q2 2026, buying an estimated $38.6M and bringing the position to 4,410,883 shares worth $700M. The position accounts for 1.46% of the portfolio, ranked #13.

Soroban Capital Partners first reported a position in EFX in Q2 2022 and has held it in 4 quarters since. The position peaked at $754M in Q1 2026. 833 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Soroban Capital Partners held 4,410,883 shares of Equifax worth $700M as of Q2 2026.
  • Soroban Capital Partners bought 226,314 Equifax shares in Q2 2026, an estimated $38.6M.
  • Equifax made up 1.46% of Soroban Capital Partners's portfolio in Q2 2026, its #13 holding.
  • Soroban Capital Partners first reported a position in Equifax in Q2 2022 and has held it in 4 quarters since.
  • Soroban Capital Partners's Equifax position peaked at $754M in Q1 2026.
  • 833 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Soroban Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.