Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
the bull case· 3
7
funds on file reporting a position in EFX
n-portas of Jun 30 '26834
managers reporting a position in Form thirteen F filings
13fJun 30 '2644
managers whose positions together make up four fifths of reported value
13fJun 30 '26the bear case· 4
12 of 22
largest reporting managers cut their stake in the latest quarter
13fJun 30 '26−0.37%
change in shares held by the ten largest reporting managers over the latest quarter
13fJun 30 '265 of 8
recent reports where the move came in under the options implied range
earnings historyimplied vs realized0.33%
State Street Industrial Select Sector SPDR ETF largest fund weight on file
n-portJun 30 '26Sides and captions by the model; every figure is ours. Built Sep 16 '26 for the Oct 23 '26 report. Not a forecast, not advice.
Of the 6 companies Equifax Inc moves with most closely, 2 also share its SEC classification.
Measured against 499 trading days of our own closes. Co-movement, not cause.
SIC 7320, Services-Consumer Credit Reporting, Collection Agencies, from each company's own filings. Largest first.
A rule beside a ticker marks a company that appears in both readings.
Which of these the filings never mention ›836 managers report a position worth $19.0B between them, and 44 of them hold 80% of it.
tall tick = annual report · 1 on record
Equifax Inc. provides information solutions and human resources business process automation outsourcing services for businesses, governments, and consumers. The company operates through three segments: Workforce Solutions, U.S. Information Solutions (USIS), and International. The Workforce Solutions segment offers employment, income, criminal history, and social security number verification services, as well as payroll-based transaction, employment tax management, and identity theft protection products. The USIS segment provides consumer and commercial information services, such as credit information and credit scoring, credit modeling and portfolio analytics, locate, fraud detection and prevention, identity verification, and other consulting; mortgage services; financial marketing services; identity management services; credit monitoring products; and online information, decisioning technology solutions, as well as portfolio management, mortgage reporting, and consumer credit information services. The International segment offers information service products, which include consumer and commercial services, such as credit and financial information, and credit scoring and modeling; and credit and other marketing products and services, as well as offers information, technology, and other services to support debt collections and recovery management. The company serves customers in financial services, mortgage, employers, consumer, commercial, telecommunication, retail, automotive, utility, brokerage, healthcare, and insurance industries, as well as state, federal, and local governments. It operates in the United States, Canada, Australia, New Zealand, India, the United Kingdom, Spain, Portugal, Argentina, Chile, Costa Rica, Ecuador, El Salvador, Honduras, Mexico, Paraguay, Peru, Uruguay, Brazil, the Republic of Ireland, Russia, Cambodia, Malaysia, Singapore, and the United Arab Emirates. The company was founded in 1899 and is headquartered in Atlanta, Georgia.
EFX (Equifax Inc) has 1 disclosed suppliers and 1 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for its filing sentence; select again to open the company. Nearer the centre, the more the filings disclose. Extended: satellites hang off single companies, not bundled sectors.
Equifax Inc
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
NYSE · Services-Consumer Credit Reporting, Collection Agencies
High 161.00 at 6:15 am ET, low 158.49 at 9:30 am ET.