SWP
EFX icon

Square Wave Partners’s Equifax EFX Stock Holding History

Square Wave 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
2025
Q1 		$14M Buy
57,324
+10,307
+22% +$2.59M 14.94% 3
2024
Q4 		$12M Buy
+47,017
New +$12.6M 11.55% 6

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Square Wave Partners's EFX Position: Q1 2025 in Review

Square Wave Partners increased its Equifax (EFX) stake by 22% in Q1 2025, buying an estimated $2.59M and bringing the position to 57,324 shares worth $14M. The position accounts for 14.94% of the portfolio, ranked #3.

Square Wave Partners first reported a position in EFX in Q4 2024 and has held it in 2 quarters since. 812 funds tracked by Wall St. Rank hold EFX as of Q1 2025.

  • Square Wave Partners held 57,324 shares of Equifax worth $14M as of Q1 2025.
  • Square Wave Partners bought 10,307 Equifax shares in Q1 2025, an estimated $2.59M.
  • Equifax made up 14.94% of Square Wave Partners's portfolio in Q1 2025, its #3 holding.
  • Square Wave Partners first reported a position in Equifax in Q4 2024 and has held it in 2 quarters since.
  • 812 funds tracked by Wall St. Rank held Equifax as of Q1 2025.

Based on Square Wave Partners's 13F filing for Q1 2025, filed 15 May 2025.