Equifax Inc.
DE ˙ DB ˙ US2944291051
€ 145,55 ↓ -5.20 (-3.45%)
2026-06-04
PREÇO DA AÇÃO
SecurityDE:EFX / Equifax Inc.
InstitutionCaptrust Financial Advisors
Latest Disclosed Ownership23,562 shares
Latest Disclosed Value $ 4,242,521
Captrust Financial Advisors reports 67.71% increase in ownership of EFX / Equifax Inc.

On May 14, 2026 - Captrust Financial Advisors filed a 13F-HR form disclosing ownership of 23,562 shares of Equifax Inc. (DE:EFX) valued at $3,675,672 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 14,049 shares of Equifax Inc.. This represents a change in shares of 67.71% during the quarter. The current value of the position is $3,429,449 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F EQUIFAX INC COM Stock 294429105 23,562 9,513 67.71 4,243 39.17 0.0074
2026-02-17 2025-12-31 13F EQUIFAX INC COM Stock 294429105 14,049 -77,230 -84.61 3,048 -86.98 0.0058
2025-11-19 2025-09-30 13F EQUIFAX INC COM Stock 294429105 91,279 -13,629 -12.99 23,416 -13.94 0.0478
2025-08-15 2025-06-30 13F EQUIFAX INC COM Stock 294429105 104,908 -777 -0.74 27,210 5.71 0.0607
2025-05-15 2025-03-31 13F EQUIFAX INC COM Stock 294429105 105,685 93,125 741.44 25,741 704.38 0.0646
2025-02-14 2024-12-31 13F EQUIFAX INC COM Stock 294429105 12,560 926 7.96 3,201 -6.38 0.0091
2024-11-14 2024-09-30 13F EQUIFAX INC COM Stock 294429105 11,634 26 0.22 3,419 21.46 0.0101
2024-08-15 2024-06-30 13F EQUIFAX INC COM Stock 294429105 11,608 -363 -3.03 2,814 -12.12 0.0091
2024-05-15 2024-03-31 13F EQUIFAX INC COM Stock 294429105 11,971 -4,042 -25.24 3,202 -19.12 0.0118
2024-02-14 2023-12-31 13F EQUIFAX INC COM Stock 294429105 16,013 -2,888 -15.28 3,960 14.36 0.0136
2023-11-15 2023-09-30 13F EQUIFAX INC COM Stock 294429105 18,901 -11,013 -36.82 3,462 -73.40 0.0132
2023-08-15 2023-06-30 13F EQUIFAX INC COM Stock 294429105 29,914 15,022 100.87 13,015 330.93 0.0513
2023-05-15 2023-03-31 13F EQUIFAX INC COM Stock 294429105 14,892 -273 -1.80 3,021 2.48 0.0133
2023-02-15 2022-12-31 13F EQUIFAX INC COM Stock 294429105 15,165 77 0.51 2,948 13.92 0.0148
2022-11-16 2022-09-30 13F EQUIFAX INC COM REIT 294429105 15,088 830 5.82 2,587 -0.73 0.0151
2022-08-23 2022-06-30 13F/A-1 EQUIFAX INC COM Common Stock 294429105 14,258 1,438 11.22 2,606 -14.28 0.0168
2022-08-16 2022-06-30 13F EQUIFAX INC COM COM 294429105 15,046 2,226 2,750 0.0200
2022-05-16 2022-03-31 13F EQUIFAX COM 294429105 12,820 1,070 9.11 3,040 -11.63 0.0197
2022-02-14 2021-12-31 13F EQUIFAX INC COM Common Stock 294429105 11,750 -70 -0.59 3,440 14.86 0.0236
2021-11-16 2021-09-30 13F EQUIFAX INC COM Common Stock 294429105 11,820 268 2.32 2,995 8.24 0.0249
2021-08-16 2021-06-30 13F EQUIFAX INC COM Common Stock 294429105 11,552 1,129 10.83 2,767 46.56 0.0258
2021-05-17 2021-03-31 13F EQUIFAX INC COM Common Stock 294429105 10,423 1,154 12.45 1,888 5.65 0.0204
2021-02-16 2020-12-31 13F EQUIFAX INC COM Common Stock 294429105 9,269 63 0.68 1,787 22.82 0.0237
2020-11-17 2020-09-30 13F EQUIFAX INC COM Common Stock 294429105 9,206 500 5.74 1,455 -3.71 0.0241
2020-08-14 2020-06-30 13F EQUIFAX INC COM Common Stock 294429105 8,706 62 0.72 1,511 54.03 0.0249
2020-05-15 2020-03-31 13F EQUIFAX INC COM Common Stock 294429105 8,644 -514 -5.61 981 -24.77 0.0216
2020-02-14 2019-12-31 13F EQUIFAX COM 294429105 9,158 8,972 4,823.66 1,304 4,915.38 0.0206
2019-11-14 2019-09-30 13F EQUIFAX INC COM Common Stock 294429105 186 53 39.85 26 44.44 0.0009
2019-08-13 2019-06-30 13F EQUIFAX INC COM Common Stock 294429105 133 13 10.83 18 28.57 0.0007
2019-05-15 2019-03-31 13F EQUIFAX INC COM Common Stock 294429105 120 120 14 0.0006
2017-11-13 2017-09-30 13F EQUIFAX INC COM Common Stock 294429105 0 -1,483 -100.00 0 -100.00
2017-08-10 2017-06-30 13F EQUIFAX INC COM Common Stock 294429105 1,483 1,483 204 0.0175
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.