TFP
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Triple Frond Partners’s TransUnion TRU Stock Holding History

Triple Frond Partners’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
Q2 		$59M Hold
817,828
– – 5.27% 8
2026
Q1 		$56.6M Buy
817,828
+266,675
+48% +$20.4M 5.88% 8
2025
Q4 		$47.3M Buy
551,153
+120,683
+28% +$9.92M 4.91% 9
2025
Q3 		$36.1M Buy
+430,470
New +$39.1M 3.93% 10

Other funds holding TRU

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Triple Frond Partners's TRU Position: Q2 2026 in Review

Triple Frond Partners held its TransUnion (TRU) position steady in Q2 2026 at 817,828 shares worth $59M. The position accounts for 5.27% of the portfolio, ranked #8.

Triple Frond Partners first reported a position in TRU in Q3 2025 and has held it in 4 quarters since. 522 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • Triple Frond Partners held 817,828 shares of TransUnion worth $59M as of Q2 2026.
  • Triple Frond Partners left its TransUnion share count unchanged in Q2 2026.
  • TransUnion made up 5.27% of Triple Frond Partners's portfolio in Q2 2026, its #8 holding.
  • Triple Frond Partners first reported a position in TransUnion in Q3 2025 and has held it in 4 quarters since.
  • 522 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Triple Frond Partners's 13F filing for Q2 2026, filed 13 Aug 2026.