Valley Forge Capital Management’s Equifax EFX Stock Holding History

Valley Forge 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
2026 Q1	–	Sell	-146,352	Closed	-$31.8M	–	8
2025 Q4	$31.8M	Buy	146,352 +2,352	+2%	+$515K	0.72%	9
2025 Q3	$36.9M	Hold	144,000	–	–	0.89%	8
2025 Q2	$37.3M	Hold	144,000	–	–	0.83%	8
2025 Q1	$35.1M	Hold	144,000	–	–	0.8%	8
2024 Q4	$36.7M	Buy	+144,000	New	+$38.6M	0.81%	8
2018 Q2	–	Sell	-270,003	Closed	-$31.8M	–	11
2018 Q1	$31.8M	Buy	270,003 +28,500	+12%	+$3.42M	14.89%	4
2017 Q4	$28.5M	Buy	241,503 +147,503	+157%	+$16.6M	15.04%	4
2017 Q3	$9.96M	Buy	+94,000	New	+$12.4M	6.32%	4

Other funds holding EFX

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Valley Forge Capital Management's EFX Position: Q1 2026 in Review

Valley Forge Capital Management sold out of Equifax (EFX) in Q1 2026, closing a stake of 146,352 shares — an estimated $31.8M sold.

Valley Forge Capital Management first reported a position in EFX in Q3 2017 and held it in 8 quarters. The position peaked at $37.3M in Q2 2025. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

Valley Forge Capital Management reported no remaining Equifax position as of Q1 2026 after selling out during the quarter.
Valley Forge Capital Management sold 146,352 Equifax shares in Q1 2026, an estimated $31.8M.
Valley Forge Capital Management first reported a position in Equifax in Q3 2017 and held it in 8 quarters.
Valley Forge Capital Management's Equifax position peaked at $37.3M in Q2 2025.
870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Valley Forge Capital Management's 13F filing for Q1 2026, filed 15 May 2026.