Sector: financefintech
Conviction from: S&PCitrini
52-week range: 150.75258.40
Equifax is a global consumer and commercial credit reporting agency that collects and analyzes data to provide credit scores, identity verification, and workforce and analytics solutions.
3 tracked filer(s) hold this · 1 opened, 1 added, 1 trimmed in 30-JUN-2026
Aggregate 13FScore 70 — mean of 3 scored holder(s) · buyers (new/add) avg 70. Higher = the smart money in this name has the better track record.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|
| Steve Cohen / Point72 | 76 | New buy | 47,152 | $7,483,965 | 0.0% |
| Paul Tudor Jones / Tudor | 63 | Added +9029% | 118,678 | $18,836,572 | 0.0% |
| Bill Nygren / Oakmark (Harris Associates) | 70 | Trimmed -1% | 7,447,263 | $1,182,029,617 | 1.6% |
Beyond 13F — activists, insiders, politicians & research
| Filed | Insider | Role | Shares | Value | |
|---|
| 2026-02-19 | Mao Cecilia | officer | 2,400 | $464,928 | Form 4 |
13 disclosed trade(s) by 1 filer(s).
| Trade date | Who | Type | Amount | |
|---|
| 2026-08-22 | Trump, Donald J President | SELL | $1,001 - $15,000 | PTR |
| 2026-08-22 | Trump, Donald J President | BUY | $1,001 - $15,000 | PTR |
| 2026-08-22 | Trump, Donald J President | SELL | $250,001 - $500,000 | PTR |
| 2026-07-01 | Trump, Donald J President | BUY | $50,001 - $100,000 | PTR |
| 2026-07-01 | Trump, Donald J President | SELL | $1,001 - $15,000 | PTR |
| 2026-07-01 | Trump, Donald J President | BUY | $100,001 - $250,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $1,001 - $15,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $1,001 - $15,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $250,001 - $500,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $1,001 -$15,000 | PTR |
| 2026-05-14 | Trump, Donald J President | SELL | $4,004 - $15,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $50,001 - $100,000 | PTR |
| Report | Date | Stance |
|---|
| #132 — Agentic Reality: The Ramifications of Agentic Consumer Adoption | 2026-09-22 | LONG |
| #124 — State of the Themes: June 2026 | 2026-06-01 | WATCH |
| #94 — Thematic Primer: Artificial Intelligence, Phase 2 | 2025-04-23 | LONG |
| #90 — Market Memo: Insuring Against Insanity | 2025-03-31 | LONG |