EFX
Equifax Inc
Equifax Inc historical holders
total: 16
Meritage Group Equifax Inc transactions over time
- Total transactions:
- 9
- New positions:
- 3
- Sold out:
- 2
- Added:
- 2
- Reduced:
- 2
- Held since:
- 2025 Q3
- Held for:
- 3 quarters
- Latest activity:
- 2026 Q1
Nathaniel Simons has been an institutional investor in Equifax Inc (EFX) since 2017 Q3. According to 2026 Q1 report, Nathaniel Simons holds 154,308 shares with a market value of roughly $27.79M representing 1.05% of their equity portfolio. The fund/company first acquired EFX in 2017 Q3, initially purchasing 478,564 shares. Nathaniel Simons later completely sold out the position and reinvested in EFX again in 2025 Q3. Since the initial investment, Meritage Group has made 8 more transactions in this position.
Does Nathaniel Simons still hold EFX?
Yes, Nathaniel Simons continues to hold Equifax Inc (EFX). According to their 2026 Q1 report, they maintain a position of 154,308 shares valued at approximately $27.79M, representing 1.05% of their equity portfolio.
When did Nathaniel Simons first invest in EFX?
Nathaniel Simons first invested in Equifax Inc (EFX) in 2017 Q3 at the reported quarter-end price of $105.99 per share, acquiring 478,564 shares in their initial purchase.
What is Nathaniel Simons's average cost basis for EFX?
Based on historical transaction data, Nathaniel Simons's estimated cost basis for Equifax Inc (EFX) is approximately $256.53 per share. This represents their average reported price* across all buy transactions.
Has Nathaniel Simons reinvested in EFX after selling?
Yes, Nathaniel Simons has shown renewed interest in Equifax Inc (EFX). After completely selling their position, they reinitiated an investment in 2025 Q3, demonstrating continued conviction in this ticker.
Estimated cost basis*
- Weighted AVG buy price:
- $256.53
- Weighted AVG sell price:
- $190.05
EFX transactions history by Meritage Group
9 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
1.05%
|
154,308
|
$180.07
|
$27,786,242
|
-6.76% (-11,180)
|
-0.06%
|
|
2025 Q4
|
1.12%
|
165,488
|
$216.98
|
$35,907,586
|
-2.44% (-4,145)
|
-0.03%
|
|
2025 Q3
|
1.24%
|
169,633
|
$256.53
|
$43,515,953
|
new
|
+1.24%
|
|
2025 Q2
|
0.00%
|
0
|
$243.56
|
|
-100% (-402,901)
|
-2.7%
|
|
2025 Q1
|
2.70%
|
402,901
|
$243.56
|
$98,130,568
|
new
|
+2.7%
|
|
2018 Q3
|
0.00%
|
$125.11
|
-100% (-920,000)
|
|||
|
2018 Q2
|
2.40%
|
$125.11
|
+1.36% (+12,304)
|
|||
|
2017 Q4
|
2.51%
|
$117.92
|
+89.67% (+429,132)
|
|||
|
2017 Q3
|
1.29%
|
$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.