ZI
EFX icon

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
Q2 		$397K Hold
2,500
– – 0.04% 201
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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 $3.37T AUM 44.26% 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

ZEGA Investments's EFX Position: Q2 2026 in Review

ZEGA Investments held its Equifax (EFX) position steady in Q2 2026 at 2,500 shares worth $397K. The position accounts for 0.04% of the portfolio, ranked #201.

ZEGA Investments first reported a position in EFX in Q4 2025 and has held it in 3 quarters since. The position peaked at $542K in Q4 2025. 835 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • ZEGA Investments held 2,500 shares of Equifax worth $397K as of Q2 2026.
  • ZEGA Investments left its Equifax share count unchanged in Q2 2026.
  • Equifax made up 0.04% of ZEGA Investments's portfolio in Q2 2026, its #201 holding.
  • ZEGA Investments first reported a position in Equifax in Q4 2025 and has held it in 3 quarters since.
  • ZEGA Investments's Equifax position peaked at $542K in Q4 2025.
  • 835 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on ZEGA Investments's 13F filing for Q2 2026, filed 31 Jul 2026.