Y-Intercept (HK)’s Equifax EFX Stock Holding History

Y-Intercept (HK)’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	$4.69M	Sell	29,541 -9,496	-24%	-$1.62M	0.09%	300
2026 Q1	$7.03M	Buy	+39,037	New	+$7.75M	0.13%	209
2025 Q3	–	Sell	-9,408	Closed	-$2.44M	–	1684
2025 Q2	$2.44M	Buy	+9,408	New	+$2.39M	0.06%	509
2025 Q1	–	Sell	-1,515	Closed	-$386K	–	1303
2024 Q4	$386K	Sell	1,515 -8,932	-85%	-$2.39M	0.03%	840
2024 Q3	$3.07M	Buy	+10,447	New	+$2.95M	0.19%	115
2023 Q4	–	Sell	-9,918	Closed	-$1.82M	–	1337
2023 Q3	$1.82M	Buy	+9,918	New	+$2.02M	0.18%	161
2023 Q2	–	Sell	-4,982	Closed	-$1.01M	–	1372
2023 Q1	$1.01M	Buy	+4,982	New	+$1.04M	0.12%	252
2022 Q4	–	Sell	-1,470	Closed	-$252K	–	1081
2022 Q3	$252K	Buy	+1,470	New	+$288K	0.03%	754
2022 Q2	–	Sell	-969	Closed	-$230K	–	931
2022 Q1	$230K	Buy	+969	New	+$228K	0.05%	559
2021 Q4	–	Sell	-1,142	Closed	-$289K	–	646
2021 Q3	$289K	Buy	+1,142	New	+$297K	0.05%	474
2021 Q1	–	Sell	-2,086	Closed	-$399K	–	661
2020 Q4	$399K	Buy	+2,086	New	+$351K	0.17%	219

Other funds holding EFX

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Y-Intercept (HK)'s EFX Position: Q2 2026 in Review

Y-Intercept (HK) reduced its Equifax (EFX) stake by 24% in Q2 2026, selling an estimated $1.62M and leaving 29,541 shares worth $4.69M. The position accounts for 0.09% of the portfolio, ranked #300.

Y-Intercept (HK) first reported a position in EFX in Q4 2020 and has held it in 11 quarters since. The position peaked at $7.03M in Q1 2026. 832 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

Y-Intercept (HK) held 29,541 shares of Equifax worth $4.69M as of Q2 2026.
Y-Intercept (HK) sold 9,496 Equifax shares in Q2 2026, an estimated $1.62M.
Equifax made up 0.09% of Y-Intercept (HK)'s portfolio in Q2 2026, its #300 holding.
Y-Intercept (HK) first reported a position in Equifax in Q4 2020 and has held it in 11 quarters since.
Y-Intercept (HK)'s Equifax position peaked at $7.03M in Q1 2026.
832 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.