Equifax Inc.
DE ˙ DB ˙ US2944291051
145,55 € ↓ -5,20 (-3,45%)
2026-06-04
DEL PRIS
SecurityDE:EFX / Equifax Inc.
InstitutionCreative Planning
Latest Disclosed Ownership64,568 shares
Latest Disclosed Value $ 11,626,775
Creative Planning reports 69.20% increase in ownership of EFX / Equifax Inc.

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 64,568 shares of Equifax Inc. (DE:EFX) valued at $10,072,608 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 38,160 shares of Equifax Inc.. This represents a change in shares of 69.20% during the quarter. The current value of the position is $9,397,872 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)
2026-05-12 2026-03-31 13F EQUIFAX COM 294429105 64,568 26,408 69.20 11,627 40.43 0.0078
2026-02-17 2025-12-31 13F EQUIFAX COM 294429105 38,160 1,076 2.90 8,280 -12.97 0.0059
2025-11-14 2025-09-30 13F EQUIFAX COM 294429105 37,084 1,484 4.17 9,513 3.03 0.0073
2025-08-08 2025-06-30 13F EQUIFAX COM 294429105 35,600 557 1.59 9,234 8.19 0.0079
2025-05-15 2025-03-31 13F EQUIFAX COM 294429105 35,043 -79 -0.22 8,535 -4.65 0.0080
2025-02-14 2024-12-31 13F EQUIFAX COM 294429105 35,122 -2,204 -5.90 8,951 -18.40 0.0087
2024-10-11 2024-09-30 13F EQUIFAX COM 294429105 37,326 2,397 6.86 10,969 29.52 0.0109
2024-08-15 2024-06-30 13F EQUIFAX COM 294429105 34,929 1,303 3.87 8,469 -5.86 0.0090
2024-05-13 2024-03-31 13F EQUIFAX COM 294429105 33,626 74 0.22 8,996 8.41 0.0100
2024-02-14 2023-12-31 13F EQUIFAX COM 294429105 33,552 -5,349 -13.75 8,297 16.45 0.0154
2023-11-16 2023-09-30 13F EQUIFAX COM 294429105 38,901 7,296 23.08 7,126 -4.18 0.0095
2023-07-21 2023-06-30 13F EQUIFAX COM 294429105 31,605 1,763 5.91 7,437 22.85 0.0099
2023-05-15 2023-03-31 13F EQUIFAX COM 294429105 29,842 -4,329 -12.67 6,053 -8.85 0.0087
2023-02-10 2022-12-31 13F EQUIFAX COM 294429105 34,171 10,106 41.99 6,641 60.99 0.0100
2022-11-03 2022-09-30 13F EQUIFAX COM 294429105 24,065 1,038 4.51 4,125 -2.00 0.0071
2022-08-15 2022-06-30 13F EQUIFAX COM 294429105 23,027 1,805 8.51 4,209 -16.36 0.0069
2022-05-16 2022-03-31 13F EQUIFAX COM 294429105 21,222 13,660 180.64 5,032 127.28 0.0078
2022-02-11 2021-12-31 13F EQUIFAX COM 294429105 7,562 -880 -10.42 2,214 3.51 0.0036
2021-11-10 2021-09-30 13F EQUIFAX COM 294429105 8,442 -1,171 -12.18 2,139 -7.08 0.0038
2021-08-04 2021-06-30 13F EQUIFAX COM 294429105 9,613 -996 -9.39 2,302 19.77 0.0041
2021-04-30 2021-03-31 13F CreativePlanning COM 294429105 10,609 -1,097 -9.37 1,922 -14.84 0.0039
2021-01-29 2020-12-31 13F EQUIFAX COM 294429105 11,706 327 2.87 2,257 26.44 0.0050
2020-11-05 2020-09-30 13F EQUIFAX COM 294429105 11,379 3,999 54.19 1,785 40.77 0.0047
2020-07-23 2020-06-30 13F EQUIFAX COM 294429105 7,380 -214 -2.82 1,268 39.80 0.0037
2020-05-05 2020-03-31 13F EQUIFAX COM 294429105 7,594 -23 -0.30 907 -15.00 0.0032
2020-01-30 2019-12-31 13F EQUIFAX COM 294429105 7,617 -228 -2.91 1,067 -3.35 0.0032
2019-11-01 2019-09-30 13F EQUIFAX COM 294429105 7,845 -18 -0.23 1,104 3.86 0.0036
2019-07-26 2019-06-30 13F EQUIFAX COM 294429105 7,863 -3,162 -28.68 1,063 -18.61 0.0036
2019-04-24 2019-03-31 13F EQUIFAX COM 294429105 11,025 -61 -0.55 1,306 26.55 0.0047
2019-02-12 2018-12-31 13F/A-1 EQUIFAX COM 294429105 11,086 -2,056 -15.64 1,032 -39.86 0.0042
2019-02-01 2018-12-31 13F EQUIFAX COM 294429105 11,086 -2,056 1,032
2018-10-25 2018-09-30 13F EQUIFAX COM 294429105 13,142 288 2.24 1,716 6.72 0.0064
2018-07-20 2018-06-30 13F EQUIFAX COM 294429105 12,854 248 1.97 1,608 8.28 0.0063
2018-04-18 2018-03-31 13F EQUIFAX COM 294429105 12,606 -211 -1.65 1,485 -1.72 0.0060
2018-01-17 2017-12-31 13F EQUIFAX COM 294429105 12,817 -942 -6.85 1,511 3.64 0.0065
2017-10-17 2017-09-30 13F EQUIFAX COM 294429105 13,759 8,003 139.04 1,458 84.32 0.0068
2017-07-12 2017-06-30 13F EQUIFAX COM 294429105 5,756 -1,379 -19.33 791 -18.95 0.0040
2017-04-07 2017-03-31 13F EQUIFAX COM 294429105 7,135 1,133 18.88 976 37.46 0.0053
2017-01-09 2016-12-31 13F EQUIFAX COM 294429105 6,002 -6,961 -53.70 710 -59.31 0.0043
2016-10-12 2016-09-30 13F EQUIFAX COM 294429105 12,963 133 1.04 1,745 5.95 0.0111
2016-07-12 2016-06-30 13F EQUIFAX COM 294429105 12,830 152 1.20 1,647 13.66 0.0119
2016-04-08 2016-03-31 13F EQUIFAX COM 294429105 12,678 -1,375 -9.78 1,449 -7.41 0.0113
2016-01-11 2015-12-31 13F EQUIFAX COM 294429105 14,053 6,479 85.54 1,565 112.64 0.0129
2015-10-09 2015-09-30 13F EQUIFAX COM 294429105 7,574 7,574 0.00 736 0.0065
2015-07-09 2015-06-30 13F EQUIFAX COM 294429105 0 -7,754 -100.00 0 -100.00
2015-04-13 2015-03-31 13F EQUIFAX COM 294429105 7,754 7,754 0.00 721 0.0068
2015-01-29 2014-12-31 13F EQUIFAX COM 294429105 0 -7,545 -100.00 0 -100.00
2014-10-10 2014-09-30 13F EQUIFAX COM 294429105 7,545 -85 -1.11 564 1.99 0.0065
2014-08-20 2014-06-30 13F EQUIFAX COM 294429105 7,630 161 2.16 553 8.86 0.0072
2014-04-11 2014-03-31 13F EQUIFAX COM 294429105 7,469 113 1.54 508 0.00 0.0076
2014-01-06 2013-12-31 13F EQUIFAX COM 294429105 7,356 -385 -4.97 508 9.72 0.0087
2013-10-10 2013-09-30 13F EQUIFAX COM 294429105 7,741 17 0.22 463 1.76 0.0092
2013-07-09 2013-06-30 13F EQUIFAX COM 294429105 7,724 7,724 455 0.0106
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.