Equifax Inc.
US ˙ NYSE ˙ US2944291051

SecurityEFX / Equifax Inc.
InstitutionAllworth Financial LP
Latest Disclosed Ownership9,550 shares
Latest Disclosed Value $ 1,719,650
Allworth Financial LP reports 26.52% increase in ownership of EFX / Equifax Inc.

On May 14, 2026 - Allworth Financial LP filed a 13F-HR form disclosing ownership of 9,550 shares of Equifax Inc. (US:EFX) valued at $1,719,668 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 7,548 shares of Equifax Inc.. This represents a change in shares of 26.52% during the quarter. The current value of the position is $1,625,028 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 COM 294429105 9,550 2,002 26.52 1,720 5.01 0.0070
2026-02-05 2025-12-31 13F EQUIFAX COM 294429105 7,548 4,823 176.99 1,638 134.53 0.0067
2025-12-02 2025-09-30 13F EQUIFAX COM 294429105 2,725 177 6.95 699 5.76 0.0031
2025-08-07 2025-06-30 13F EQUIFAX COM 294429105 2,548 102 4.17 661 4.93 0.0032
2025-04-30 2025-03-31 13F EQUIFAX COM 294429105 2,446 -361 -12.86 629 -17.56 0.0035
2025-01-30 2024-12-31 13F EQUIFAX COM 294429105 2,807 0 0.00 763 -7.40 0.0042
2024-10-23 2024-09-30 13F EQUIFAX COM 294429105 2,807 494 21.36 825 36.88 0.0050
2024-07-24 2024-06-30 13F EQUIFAX COM 294429105 2,313 33 1.45 602 -1.15 0.0039
2024-04-25 2024-03-31 13F EQUIFAX COM 294429105 2,280 6 0.26 610 8.36 0.0043
2024-01-24 2023-12-31 13F EQUIFAX COM 294429105 2,274 -34 -1.47 562 33.18 0.0043
2023-10-31 2023-09-30 13F EQUIFAX COM 294429105 2,308 19 0.83 423 -21.56 0.0036
2023-07-18 2023-06-30 13F EQUIFAX COM 294429105 2,289 9 0.39 539 16.45 0.0046
2023-04-18 2023-03-31 13F EQUIFAX COM 294429105 2,280 -10 -0.44 462 3.82 0.0046
2023-01-13 2022-12-31 13F EQUIFAX COM 294429105 2,290 -59 -2.51 445 10.42 0.0049
2022-11-14 2022-09-30 13F/A-1 EQUIFAX COM 294429105 2,349 -276 -10.51 403 -16.04 0.0051
2022-10-18 2022-09-30 13F EQUIFAX COM 294429105 2,349 -276 403 0.0051
2022-07-13 2022-06-30 13F EQUIFAX COM 294429105 2,625 11 0.42 480 -22.58 0.0066
2022-04-22 2022-03-31 13F EQUIFAX COM 294429105 2,614 34 1.32 620 -17.88 0.0079
2022-01-21 2021-12-31 13F EQUIFAX COM 294429105 2,580 31 1.22 755 16.87 0.0107
2021-11-02 2021-09-30 13F EQUIFAX COM 294429105 2,549 49 1.96 646 7.85 0.0108
2021-08-02 2021-06-30 13F EQUIFAX COM 294429105 2,500 0 0.00 599 32.23 0.0111
2021-04-29 2021-03-31 13F EQUIFAX COM 294429105 2,500 2,500 453 0.0093
2020-07-24 2020-06-30 13F EQUIFAX COM 294429105 0 -6,730 -100.00 0 -100.00
2020-04-17 2020-03-31 13F EQUIFAX COM 294429105 6,730 6,730 804 0.0267
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.