EFX
Equifax Inc
Equifax Inc historical holders
total: 16
Valley Forge Capital Management Equifax Inc transactions over time
- Total transactions:
- 7
- New positions:
- 2
- Sold out:
- 2
- Added:
- 3
- Held since:
- 2024 Q4
- Held for:
- 5 quarters
- Latest activity:
- 2026 Q1
Dev Kantesaria has been an institutional investor in Equifax Inc (EFX) since 2017 Q3. According to 2026 Q1 report, Dev Kantesaria doesn't hold any shares. The fund/company first acquired EFX in 2017 Q3, initially purchasing 94,000 shares. Dev Kantesaria later completely sold out the position and reinvested in EFX again in 2024 Q4. Since the initial investment, Valley Forge Capital Management has made 6 more transactions in this position.
When did Dev Kantesaria exit their EFX position?
Dev Kantesaria no longer holds Equifax Inc (EFX). They sold off their entire position in 2026 Q1, closing out an investment that began in 2017 Q3.
When did Dev Kantesaria first invest in EFX?
Dev Kantesaria first invested in Equifax Inc (EFX) in 2017 Q3 at the reported quarter-end price of $105.99 per share, acquiring 94,000 shares in their initial purchase.
What is Dev Kantesaria's average cost basis for EFX?
Based on historical transaction data, Dev Kantesaria's estimated cost basis for Equifax Inc (EFX) is approximately $254.24 per share. This represents their average reported price* across all buy transactions.
Has Dev Kantesaria reinvested in EFX after selling?
Yes, Dev Kantesaria has shown renewed interest in Equifax Inc (EFX). After completely selling their position, they reinitiated an investment in 2024 Q4, demonstrating continued conviction in this ticker.
Estimated cost basis*
- Weighted AVG buy price:
- $254.24
- Weighted AVG sell price:
- $216.98
EFX transactions history by Valley Forge Capital Management
7 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
0.00%
|
0
|
$216.98
|
|
-100% (-146,352)
|
-0.72%
|
|
2025 Q4
|
0.72%
|
146,352
|
$216.98
|
$31,755,457
|
+1.63% (+2,352)
|
+0.01%
|
|
2024 Q4
|
0.81%
|
144,000
|
$254.85
|
$36,698,400
|
new
|
+0.81%
|
|
2018 Q2
|
0.00%
|
$117.81
|
-100% (-270,003)
|
|||
|
2018 Q1
|
14.89%
|
$117.81
|
+11.80% (+28,500)
|
|||
|
2017 Q4
|
15.03%
|
$117.92
|
+156.92% (+147,503)
|
|||
|
2017 Q3
|
6.32%
|
$105.99
|
new
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.