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VELA Investment Management’s Equifax EFX Stock Holding History

VELA Investment 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
Q2 		$3.91M Buy
24,643
+5,069
+26% +$864K 0.85% 39
2026
Q1 		$3.52M Buy
+19,574
New +$3.89M 0.82% 35

Other funds holding EFX

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Vanguard Capital Management
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Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

VELA Investment Management's EFX Position: Q2 2026 in Review

VELA Investment Management increased its Equifax (EFX) stake by 26% in Q2 2026, buying an estimated $864K and bringing the position to 24,643 shares worth $3.91M. The position accounts for 0.85% of the portfolio, ranked #39.

VELA Investment Management first reported a position in EFX in Q1 2026 and has held it in 2 quarters since. 838 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • VELA Investment Management held 24,643 shares of Equifax worth $3.91M as of Q2 2026.
  • VELA Investment Management bought 5,069 Equifax shares in Q2 2026, an estimated $864K.
  • Equifax made up 0.85% of VELA Investment Management's portfolio in Q2 2026, its #39 holding.
  • VELA Investment Management first reported a position in Equifax in Q1 2026 and has held it in 2 quarters since.
  • 838 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on VELA Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.