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TransUnion

518 hedge funds and large institutions have $16.1B invested in TransUnion in 2026 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 175 increasing their positions, 210 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

272% more call options, than puts

Call options by funds: $19.5M | Put options by funds: $5.25M

4% more capital invested

Capital invested by funds: $15.5B → $16.1B (+$638M)

0.14% less ownership

Funds ownership: 110.85%110.71% (-0.14%)

8% less funds holding

Funds holding: 563518 (-45)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

17% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 210

35% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 98

Holders
518
Holders Change
-45
Holders Change %
-7.99%
% of All Funds
6.26%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.11%
New
64
Increased
175
Reduced
210
Closed
98
Calls
$19.5M
Puts
$5.25M
Net Calls
+$14.3M
Net Calls Change
+$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$1.75B +$561M +8,006,700 +49%
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$1.48B -$174M -2,478,942 -19%
BlackRock
3
BlackRock
New York
$1.37B +$9.83M +140,251 +0.7%
IFP
4
Independent Franchise Partners
United Kingdom
$1.01B +$129M +1,844,708 +15%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$845M +$148M +2,116,713 +22%
Vanguard Capital Management
6
Vanguard Capital Management
Pennsylvania
$629M +$5.74M +81,898 +0.9%
Vanguard Portfolio Management
7
Vanguard Portfolio Management
Pennsylvania
$592M -$4.87M -69,427 -0.8%
State Street
8
State Street
Massachusetts
$513M +$12.4M +176,625 +3%
T. Rowe Price Investment Management
9
T. Rowe Price Investment Management
Maryland
$493M -$32.7M -466,946 -6%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$476M -$305M -4,349,555 -40%
Morgan Stanley
11
Morgan Stanley
New York
$458M -$40.5M -577,413 -8%
Citadel Advisors
12
Citadel Advisors
Florida
$315M +$85.7M +1,221,612 +39%
Invesco
13
Invesco
Georgia
$307M +$10.1M +144,245 +4%
JT
14
Jupiter Topco
New York
$280M +$272M +3,885,385 New
MG
15
Meritage Group
California
$264M +$1.63M +23,227 +0.6%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$261M +$654K +9,329 +0.3%
Ninety One (UK)
17
Ninety One (UK)
United Kingdom
$242M -$13.5M -193,054 -5%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$237M +$54.8M +781,678 +31%
VVP
19
Vulcan Value Partners
Alabama
$195M -$35.1M -500,156 -16%
William Blair Investment Management
20
William Blair Investment Management
Illinois
$191M -$17M -242,443 -8%
TP
21
Theleme Partners
United Kingdom
$171M +$3.71M +52,875 +2%
VanEck Associates
22
VanEck Associates
New York
$152M -$220M -3,132,634 -60%
JP Morgan Chase
23
JP Morgan Chase
New York
$148M +$25.4M +362,214 +21%
OAG
24
Orbis Allan Gray
Bermuda
$146M +$101M +1,436,960 +246%
Bessemer Group
25
Bessemer Group
New Jersey
$138M -$2.44M -34,848 -2%

TRU Hedge Fund Activity: Q2 2026 in Review

518 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in TransUnion (TRU) for Q2 2026, worth a combined $16.1B — up 4.1% from $15.5B a quarter earlier.

Sellers outnumbered buyers: 98 funds closed out of TRU and 64 opened new positions — a net loss of 34 holders — while 210 trimmed existing stakes and 175 added.

The largest buyer was Dodge & Cox, adding an estimated $561M. The largest seller was Wellington Management Group, cutting an estimated $305M.

  • 518 institutional investors held TransUnion (TRU) as of Q2 2026, down from 563 in Q1 2026.
  • Funds reported $16.1B of TransUnion stock for Q2 2026, up 4.1% quarter-over-quarter.
  • 64 funds opened new TransUnion positions in Q2 2026 and 98 closed out, a net change of -34 holders.
  • The largest TransUnion buyer in Q2 2026 was Dodge & Cox, an estimated $561M added.
  • The largest TransUnion seller in Q2 2026 was Wellington Management Group, an estimated $305M sold.

Based on aggregated 13F filings for Q2 2026.