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Stevens Capital Management’s Equifax EFX Stock Holding History

Stevens 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
2025
Q3 		– Sell
-3,595
Closed -$932K – 281
2025
Q2 		$932K Buy
+3,595
New +$914K 0.25% 76
2021
Q1 		– Sell
-1,453
Closed -$280K – 152
2020
Q4 		$280K Buy
+1,453
New +$244K 0.14% 116
2018
Q2 		– Sell
-3,819
Closed -$450K – 828
2018
Q1 		$450K Buy
+3,819
New +$459K 0.02% 534
2017
Q3 		– Sell
-9,684
Closed -$1.33M – 904
2017
Q2 		$1.33M Buy
+9,684
New +$1.33M 0.05% 373
2016
Q2 		– Sell
-34,433
Closed -$3.94M – 953
2016
Q1 		$3.94M Buy
+34,433
New +$3.62M 0.16% 192
2015
Q4 		– Sell
-15,911
Closed -$1.55M – 975
2015
Q3 		$1.55M Sell
15,911
-2,863
-15% -$284K 0.07% 272
2015
Q2 		$1.82M Buy
18,774
+1,927
+11% +$188K 0.07% 304
2015
Q1 		$1.57M Buy
+16,847
New +$1.5M 0.06% 323
2014
Q4 		– Sell
-17,444
Closed -$1.3M – 1063
2014
Q3 		$1.3M Buy
17,444
+317
+2% +$24.1K 0.04% 399
2014
Q2 		$1.24M Sell
17,127
-61,386
-78% -$4.31M 0.03% 459
2014
Q1 		$5.34M Buy
78,513
+55,560
+242% +$3.89M 0.14% 175
2013
Q4 		$1.59M Sell
22,953
-137,900
-86% -$8.97M 0.05% 373
2013
Q3 		$9.63M Buy
160,853
+32,686
+26% +$2.01M 0.28% 95
2013
Q2 		$7.55M Buy
+128,167
New +$7.73M 0.25% 115

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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Stevens Capital Management's EFX Position: Q3 2025 in Review

Stevens Capital Management sold out of Equifax (EFX) in Q3 2025, closing a stake of 3,595 shares — an estimated $932K sold.

Stevens Capital Management first reported a position in EFX in Q2 2013 and held it in 14 quarters. The position peaked at $9.63M in Q3 2013. 857 funds tracked by Wall St. Rank hold EFX as of Q3 2025.

  • Stevens Capital Management reported no remaining Equifax position as of Q3 2025 after selling out during the quarter.
  • Stevens Capital Management sold 3,595 Equifax shares in Q3 2025, an estimated $932K.
  • Stevens Capital Management first reported a position in Equifax in Q2 2013 and held it in 14 quarters.
  • Stevens Capital Management's Equifax position peaked at $9.63M in Q3 2013.
  • 857 funds tracked by Wall St. Rank held Equifax as of Q3 2025.

Based on Stevens Capital Management's 13F filing for Q3 2025, filed 10 Nov 2025.