Equifax Inc.
US ˙ NYSE ˙ US2944291051

SecurityEFX / Equifax Inc.
InstitutionCWM Advisors, LLC
Latest Disclosed Ownership5,532 shares
Latest Disclosed Value $ 996,147
CWM Advisors, LLC reports 270.28% increase in ownership of EFX / Equifax Inc.

On May 13, 2026 - CWM Advisors, LLC filed a 13F-HR/A form disclosing ownership of 5,532 shares of Equifax Inc. (US:EFX) valued at $996,147 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 1,494 shares of Equifax Inc.. This represents a change in shares of 270.28% during the quarter. The current value of the position is $941,325 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)
2026-05-13 2026-03-31 13F/A-1 EQUIFAX COM 294429105 5,532 4,038 270.28 996 207.41 0.1998
2026-04-23 2026-03-31 13F EQUIFAX COM 294429105 1,854 360 334 0.0275
2026-02-17 2025-12-31 13F EQUIFAX COM 294429105 1,494 291 24.19 324 5.19 0.0292
2025-10-15 2025-09-30 13F EQUIFAX COM 294429105 1,203 89 7.99 309 6.94 0.0300
2025-07-24 2025-06-30 13F EQUIFAX COM 294429105 1,114 -181 -13.98 289 -8.57 0.0315
2025-06-03 2025-03-31 13F EQUIFAX COM 294429105 1,295 283 27.96 315 22.57 0.0375
2025-01-17 2024-12-31 13F EQUIFAX COM 294429105 1,012 41 4.22 258 -9.82 0.0289
2024-10-10 2024-09-30 13F EQUIFAX COM 294429105 971 -118 -10.84 285 7.95 0.0292
2024-08-12 2024-06-30 13F EQUIFAX COM 294429105 1,089 -572 -34.44 264 -40.54 0.0304
2024-05-07 2024-03-31 13F EQUIFAX COM 294429105 1,661 -133 -7.41 444 0.23 0.0455
2024-02-12 2023-12-31 13F EQUIFAX COM 294429105 1,794 -200 -10.03 444 21.37 0.0488
2023-10-26 2023-09-30 13F EQUIFAX COM 294429105 1,994 324 19.40 365 -6.89 0.0466
2023-07-31 2023-06-30 13F EQUIFAX COM 294429105 1,670 -184 -9.92 393 4.26 0.0475
2023-04-24 2023-03-31 13F EQUIFAX COM 294429105 1,854 85 4.80 376 9.62 0.0479
2023-01-26 2022-12-31 13F EQUIFAX COM 294429105 1,769 59 3.45 344 17.06 0.0442
2022-11-07 2022-09-30 13F EQUIFAX COM 294429105 1,710 13 0.77 293 -5.48 0.0414
2022-08-10 2022-06-30 13F EQUIFAX COM 294429105 1,697 178 11.72 310 -13.89 0.0411
2022-04-21 2022-03-31 13F EQUIFAX COM 294429105 1,519 164 12.10 360 -9.32 0.0417
2022-02-14 2021-12-31 13F/A-1 EQUIFAX COM 294429105 1,355 -9 -0.66 397 14.74 0.0455
2021-11-09 2021-09-30 13F EQUIFAX COM 294429105 1,364 -9,194 -87.08 346 -86.32 0.0437
2021-08-10 2021-06-30 13F EQUIFAX COM 294429105 10,558 645 6.51 2,529 40.81 0.3328
2021-04-30 2021-03-31 13F EQUIFAX COM 294429105 9,913 2,965 42.67 1,796 34.03 0.2754
2021-02-12 2020-12-31 13F EQUIFAX COM 294429105 6,948 561 8.78 1,340 33.73 0.2963
2020-11-16 2020-09-30 13F EQUIFAX COM 294429105 6,387 -362 -5.36 1,002 -13.62 0.2757
2020-08-12 2020-06-30 13F EQUIFAX COM 294429105 6,749 4,297 175.24 1,160 295.90 0.4006
2020-05-08 2020-03-31 13F EQUIFAX COM 294429105 2,452 -455 -15.65 293 -28.01 0.1170
2020-01-24 2019-12-31 13F EQUIFAX COM 294429105 2,907 377 14.90 407 14.33 0.1459
2019-11-13 2019-09-30 13F EQUIFAX COM 294429105 2,530 451 21.69 356 26.69 0.1357
2019-07-16 2019-06-30 13F EQUIFAX COM 294429105 2,079 239 12.99 281 28.90 0.1182
2019-05-16 2019-03-31 13F EQUIFAX COM 294429105 1,840 1,840 218 0.1012
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.