ZEGA Investments’s Equifax EFX Stock Holding History

ZEGA Investments’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	$450K	Hold	2,500	–	–	0.05%	193
2025 Q4	$542K	Buy	+2,500	New	+$547K	0.06%	125

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

ZEGA Investments's EFX Position: Q1 2026 in Review

ZEGA Investments held its Equifax (EFX) position steady in Q1 2026 at 2,500 shares worth $450K. The position accounts for 0.05% of the portfolio, ranked #193.

ZEGA Investments first reported a position in EFX in Q4 2025 and has held it in 2 quarters since. The position peaked at $542K in Q4 2025. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

ZEGA Investments held 2,500 shares of Equifax worth $450K as of Q1 2026.
ZEGA Investments left its Equifax share count unchanged in Q1 2026.
Equifax made up 0.05% of ZEGA Investments's portfolio in Q1 2026, its #193 holding.
ZEGA Investments first reported a position in Equifax in Q4 2025 and has held it in 2 quarters since.
ZEGA Investments's Equifax position peaked at $542K in Q4 2025.
870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on ZEGA Investments's 13F filing for Q1 2026, filed 11 May 2026.