Terry Smith’s Equifax EFX Stock Holding History

Terry Smith’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 Q2	–	Sell	-235,505	Closed	-$57.4M	–	41
2025 Q1	$57.4M	Sell	235,505 -127,823	-35%	-$32.1M	0.26%	34
2024 Q4	$92.6M	Hold	363,328	–	–	0.39%	26
2024 Q3	$107M	Sell	363,328 -95,059	-21%	-$26.8M	0.42%	24
2024 Q2	$111M	Sell	458,387 -14,418	-3%	-$3.44M	0.45%	23
2024 Q1	$126M	Sell	472,805 -12,764	-3%	-$3.25M	0.5%	22
2023 Q4	$120M	Sell	485,569 -6,337	-1%	-$1.29M	0.5%	24
2023 Q3	$90.1M	Sell	491,906 -3,395	-0.7%	-$693K	0.41%	27
2023 Q2	$117M	Hold	495,301	–	–	0.49%	24
2023 Q1	$100M	Hold	495,301	–	–	0.43%	28
2022 Q4	$96.3M	Sell	495,301 -549	-0.1%	-$100K	0.44%	26
2022 Q3	$85M	Buy	495,850 +5,737	+1%	+$1.12M	0.4%	30
2022 Q2	$89.6M	Sell	490,113 -4,572	-0.9%	-$915K	0.4%	27
2022 Q1	$117M	Sell	494,685 -188,546	-28%	-$44.4M	0.4%	29
2021 Q4	$200M	Buy	683,231 +1,477	+0.2%	+$411K	0.49%	22
2021 Q3	$173M	Buy	681,754 +2,439	+0.4%	+$634K	0.48%	22
2021 Q2	$163M	Buy	679,315 +3,723	+0.6%	+$832K	0.45%	22
2021 Q1	$122M	Buy	675,592 +2,834	+0.4%	+$501K	0.39%	25
2020 Q4	$130M	Buy	672,758 +95,979	+17%	+$16.1M	0.43%	23
2020 Q3	$90.5M	Hold	576,779	–	–	0.35%	24
2020 Q2	$99.1M	Buy	576,779 +8,657	+2%	+$1.28M	0.43%	20
2020 Q1	$67.9M	Sell	568,122 -86,166	-13%	-$12.5M	0.38%	24
2019 Q4	$91.7M	Buy	654,288 +33,467	+5%	+$4.64M	0.43%	19
2019 Q3	$87.3M	Hold	620,821	–	–	0.45%	17
2019 Q2	$84M	Buy	620,821 +42,310	+7%	+$5.3M	0.44%	18
2019 Q1	$68.6M	Buy	578,511 +50,764	+10%	+$5.42M	0.39%	17
2018 Q4	$49.1M	Buy	+527,747	New	+$56.2M	0.31%	20

Other funds holding EFX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Terry Smith's EFX Position: Q2 2025 in Review

Terry Smith sold out of Equifax (EFX) in Q2 2025, closing a stake of 235,505 shares — an estimated $57.4M sold.

Terry Smith first reported a position in EFX in Q4 2018 and held it in 26 quarters. The position peaked at $200M in Q4 2021. 863 funds tracked by Wall St. Rank hold EFX as of Q2 2025.

Terry Smith reported no remaining Equifax position as of Q2 2025 after selling out during the quarter.
Terry Smith sold 235,505 Equifax shares in Q2 2025, an estimated $57.4M.
Terry Smith first reported a position in Equifax in Q4 2018 and held it in 26 quarters.
Terry Smith's Equifax position peaked at $200M in Q4 2021.
863 funds tracked by Wall St. Rank held Equifax as of Q2 2025.

Based on Fundsmith LLP's 13F filing for Q2 2025, filed 14 Aug 2025.