Sunriver Management’s TransUnion TRU Stock Holding History

Sunriver 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	$23M	Sell	331,809 -186,112	-36%	-$14.2M	3.88%	14
2025 Q4	$44.4M	Buy	+517,921	New	+$42.6M	4.66%	13

Other funds holding TRU

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sunriver Management's TRU Position: Q1 2026 in Review

Sunriver Management reduced its TransUnion (TRU) stake by 36% in Q1 2026, selling an estimated $14.2M and leaving 331,809 shares worth $23M. The position accounts for 3.88% of the portfolio, ranked #14.

Sunriver Management first reported a position in TRU in Q4 2025 and has held it in 2 quarters since. The position peaked at $44.4M in Q4 2025. 561 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

Sunriver Management held 331,809 shares of TransUnion worth $23M as of Q1 2026.
Sunriver Management sold 186,112 TransUnion shares in Q1 2026, an estimated $14.2M.
TransUnion made up 3.88% of Sunriver Management's portfolio in Q1 2026, its #14 holding.
Sunriver Management first reported a position in TransUnion in Q4 2025 and has held it in 2 quarters since.
Sunriver Management's TransUnion position peaked at $44.4M in Q4 2025.
561 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on Sunriver Management's 13F filing for Q1 2026, filed 14 May 2026.