Equinix, Inc.
MX ˙ BMV ˙ US29444U7000
SecurityMX:EQIX / Equinix, Inc.
InstitutionEP Wealth Advisors, Inc.
Latest Disclosed Ownership683 shares
Latest Disclosed Value $ 669,744
EP Wealth Advisors, Inc. reports 20.25% increase in ownership of EQIX / Equinix, Inc.

On May 14, 2026 - EP Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 683 shares of Equinix, Inc. (MX:EQIX) valued at $669,744 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 568 shares of Equinix, Inc.. This represents a change in shares of 20.25% during the quarter.

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 EQUINIX COM 29444U700 683 115 20.25 670 53.79 0.0033
2026-02-18 2025-12-31 13F EQUINIX COM 29444U700 568 -33 -5.49 435 -8.81 0.0023
2025-08-14 2025-06-30 13F EQUINIX COM 29444U700 601 268 80.48 478 76.01 0.0031
2025-05-15 2025-03-31 13F EQUINIX COM 29444U700 333 46 16.03 272 0.37 0.0022
2025-02-14 2024-12-31 13F EQUINIX COM 29444U700 287 -24 -7.72 271 -1.82 0.0022
2024-11-15 2024-09-30 13F EQUINIX COM 29444U700 311 311 276 0.0024
2024-02-28 2023-12-31 13F EQUINIX COM 29444U700 0 -1,625 -100.00 0 -100.00
2023-11-24 2023-09-30 13F EQUINIX COM 29444U700 1,625 -313,860 -99.48 1,180 -5.83 0.0183
2023-08-14 2023-06-30 13F EQUINIX COM 29444U700 315,485 304,573 2,791.17 1,254 344.33 0.0181
2023-06-05 2023-03-31 13F EQUINIX COM 29444U700 10,912 9,362 604.00 283 -72.22 0.0049
2023-06-12 2022-12-31 13F EQUINIX COM 29444U700 1,550 1,550 1,015 0.0183
2022-12-02 2022-09-30 13F EQUINIX COM 29444U700 0 -1,429 -100.00 0 -100.00
2022-08-11 2022-06-30 13F EQUINIX COM 29444U700 1,429 13 0.92 939 -10.57 0.0211
2022-05-20 2022-03-31 13F EQUINIX COM 29444U700 1,416 -2 -0.14 1,050 -12.43 0.0231
2022-02-17 2021-12-31 13F EQUINIX COM 29444U700 1,418 1,418 1,199 0.0283
2021-11-23 2021-09-30 13F/A-1 EQUINIX COM 29444U700 0 -1,413 -100.00 0 -100.00
2021-11-16 2021-09-30 13F EQUINIX COM 29444U700 0 -1,413 0
2021-08-24 2021-06-30 13F EQUINIX COM 29444U700 1,413 8 0.57 1,134 18.74 0.0314
2021-05-17 2021-03-31 13F EQUINIX COM 29444U700 1,405 -1,328 -48.59 955 -51.08 0.0304
2021-02-18 2020-12-31 13F EQUINIX COM 29444U700 2,733 1 0.04 1,952 -6.02 0.0686
2020-11-17 2020-09-30 13F EQUINIX COM 29444U700 2,732 -15 -0.55 2,077 7.67 0.0894
2020-08-14 2020-06-30 13F EQUINIX COM 29444U700 2,747 10 0.37 1,929 12.87 0.0824
2020-05-18 2020-03-31 13F EQUINIX COM 29444U700 2,737 -43 -1.55 1,709 5.30 0.0836
2020-02-14 2019-12-31 13F EQUINIX COM 29444U700 2,780 1 0.04 1,623 1.25 0.0668
2019-11-18 2019-09-30 13F EQUINIX COM 29444U700 2,779 0 0.00 1,603 14.42 0.0795
2019-08-27 2019-06-30 13F EQUINIX COM 29444U700 2,779 -12 -0.43 1,401 10.75 0.0875
2019-05-20 2019-03-31 13F EQUINIX COM 29444U700 2,791 -1,967 -41.34 1,265 -24.61 0.1216
2019-02-15 2018-12-31 13F EQUINIX COM PAR $0.001 29444U700 4,758 -67 -1.39 1,678 -19.67 0.1294
2018-11-15 2018-09-30 13F EQUINIX COM PAR $0.001 29444U700 4,825 4,825 2,089 0.1632
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.