Twelve of 147: Oakmark Holds 55.6% of the Tracked Equifax Stake, and the Verified Cohort Fell 4.2% in a Quarter When the Price Fell 11.9%

GetCoattail Research — The Filing Tape #128. Equifax surfaced on a trending-stocks screen this week listed as a Moderate Buy with one Buy rating and two Holds, and the filings describe a register leaning the other way: 12 of the 147 superinvestors held the stock at June 30, 2026, totalling 13,398,441 shares, and the nine holders both register methods could pair against the first quarter fell a combined 4.2% while the price fell 11.9%. Insiders have bought exactly once in the parsed record, Congress shows a single sale and no purchase, and short interest more than doubled in a year to within 0.6% of its series record.

The Hype

Equifax's attention this week is a screen story. The stock appeared on TipRanks' Trending Stocks by Analyst screener — SMTC, SCHW and JBHT topped the page's order, followed by covered, skipped or just-published names including BNY, USB, CRWV, META and TRU — listed as a Moderate Buy with a price target of $201.33 (24.86% upside as printed), 1 Buy, 2 Hold and 0 Sell ratings, a printed one-month change of -1.56%, a market value of $18.94B as printed, in Industrials, with its last rating dated October 16, 2026. TipRanks Our price file shows the path behind the screen: the stock fell 11.9% in the second quarter, from $180.07 on March 31 to $158.72 on June 30, then fell again to $140.00 by October 2 — down 11.8% from the June 30 close, down 35.5% year to date, and 41.6% below the 252-session high of $239.68 (October 8, 2025).

The Tape

For Equifax — the one hundred and twenty-eighth Filing Tape audit — the tape shows twelve June holders whose verified core shrank 4.2% in a falling quarter, a full market shedding filers while adding shares, an insider record with one purchase against 63 sales, a Congress row that records a single sale and nothing else, an all-passive 5% register whose two largest recent prints point down, and a borrow that more than doubled in a year.

Lens 1 — the superinvestors: twelve June holders, one at 55.6% of the stake, a verified cohort down 4.2%. We track 149 managers whose 13F portfolios we collect from SEC EDGAR — 147 are in the collection (144 at a June 30 period-end, 3 early filers at September 30, none of them holding this name, so there is no period split) — and the June 30, 2026 register for the common stock (CUSIP 294429105) is 12 distinct managers holding 13,398,441 shares worth $2,126,605,872, long only, with no option rows and no debt rows: 5 are labelled DECREASED, 3 INCREASED, 2 NEW and 2 UNCHANGED, with one exit. Bill Nygren - Oakmark Funds is the largest: 7,447,263 shares worth $1,182,029,617 — 55.6% of the tracked stake — at a 1.57% portfolio weight, labelled DECREASED at -1.1% (filed August 14, 2026). The second holder, Generation Investment Management, holds 1,832,583 shares (13.7%, INCREASED +3.2%, at a 2.83% weight), so the top two hold 69.3% — 9,279,846 shares — between them. The remaining holders are Darsana Capital Partners (1,500,000 shares, UNCHANGED 0.0%, at a 1.07% weight), John Armitage - Egerton Capital (1,481,188 shares, NEW, at a 2.27% weight), Jensen Investment Management (370,551 shares, DECREASED -52.7%, at a 1.43% weight), Harding Loevner (252,498 shares, DECREASED -22.3%, at a 0.38% weight), Wallace Weitz - Weitz Investment Management (191,980 shares, INCREASED +2.3%, at a 2.11% weight), AKO Capital (134,439 shares, DECREASED -66.7%, at a 0.50% weight), Vulcan Value Partners (90,748 shares, NEW, at a 0.44% weight), Thomas Gayner - Markel Group (72,850 shares, UNCHANGED 0.0%, at a 0.09% weight), Hillman Capital Management (12,541 shares, DECREASED -7.5%, at a 1.44% weight) and Lindsell Train (11,800 shares, INCREASED +2.6%, at a 0.07% weight). The change verifies row by row for nine of the ten continuing holders under two register methods that agree exactly (methodology): those nine held 12,198,344 shares at March 31 and 11,692,066 at June 30 (-506,278 shares, -4.2%), with Jensen alone cutting 412,549 shares. The tenth continuing holder, AKO Capital, could not be paired by either method, but the pipeline register carries its rows directly — 403,774 shares at March 31 and 134,439 at June 30, exactly reproducing its -66.7% label. The full register reconciles with no residual: 14,393,497 shares at March 31 (the verified 12,198,344, plus AKO's 403,774, plus the 1,791,379 shares of William Von Mueffling - Cantillon Capital Management, the quarter's one exit) moving to 13,398,441 at June 30, a register change of -6.9% that differs from the verified cohort's -4.2% because the register also counts the two new holders, the exit and AKO's cut. Eleven rows imply $158.72 and one, Harding Loevner's, implies $158.74; the cohort implied price is $158.72, the June 30 close. 13F figures are as of June 30, 2026, published up to 45 days later.

Lens 2 — institutions: 25 fewer filers reporting 12.7% more shares. At June 30, 2026, 835 institutions reported positions, down 25 from 860 at March 31 (-2.91%); 831 are long. Reported shares rose 12.7%, from 105,476,299 to 118,869,518 (+13,393,219 shares), and reported value rose 4.43% to $18,309,922,813, labelled "reported" because the aggregate includes option rows (methodology). Flow counts agree: 750 entered, 775 exited, net -25, and the by-CUSIP row matches the by-ticker row on every field. The reported value implies $154.03 against a June 30 close of $158.72 (-2.95%).

Lens 3 — insiders: one purchase in the entire parsed record, against 63 sales. The parsed Form 4 record holds 100 filings through October 2, 2026, and it contains exactly one purchase transaction: 2,400 shares for $464,928 by one officer buyer, inside the one-year window; the 90-day window holds no purchase at all. Sales run the other way, and every one of them is an officer sale. The last 90 days hold 9 sales: 42,291 shares for $7,352,074.58, by 2 sellers, across 5 filings. The one-year window holds 46 sales (195,013 shares, $38,459,419.26, 4 sellers), and the full record holds 63 sales (315,561 shares, $68,349,076.23, 5 sellers). The sales imply $173.84 per share over 90 days, $197.21 over one year and $216.60 over the full record, each inside its window's close range on our price file, and the single purchase implies $193.72, inside its window's range — so the dollar totals are cited for all three windows.

Lens 4 — Congress: a row, and inside it a single sale. The combined record (as of October 3, 2026) and the House aggregate (as of October 3, 2026) each carry a row for this name, and the row records 1 sale transaction, 0 purchases, and no member attribution — the aggregates print a member count of zero and an empty party list, so no member can be named from them. The Senate aggregate (as of October 1, 2026) carries no row. That is the whole of this lens: one recorded sale, no recorded purchase, no name attached.

Lens 5 — the 5% register: 11 filings, every one of them passive, maximum 12.34%. Our full parse holds 11 SC 13D/G filings matching the site aggregate — 0 SC 13D family and 11 SC 13G family (3 SC 13G, 8 SC 13G/A); 8 amendments, 7 reporter names across 12 reporter rows. The maximum is 12.34%: The Vanguard Group printed 15,282,951 shares at 12.34% as of September 30, 2025 (filed October 30, 2025, SC 13G/A) — and the same name later printed 0 shares at 0.0% as of March 13, 2026 (filed March 26, 2026, SC 13G/A), while Vanguard Capital Management separately printed 9,020,869 shares at 7.47% as of March 31, 2026. Capital International Investors printed four times on a path that ends lower: 9,093,568 shares at 7.3% as of December 31, 2024, rising to 10,682,406 shares at 8.6% as of June 30, 2025, then falling through 6,591,029 shares at 5.4% as of December 31, 2025 to 3,820,844 shares at 3.2% as of March 31, 2026 — the register's latest filing, filed May 14, 2026. T. Rowe Price Associates printed 7,046,601 shares at 5.6% as of March 31, 2025 and 5,895,460 shares at 4.7% as of June 30, 2025. Harris Associates printed 7,557,127 shares at 6.2% as of December 31, 2025, on two affiliated reporter rows for one position. BlackRock printed 8,547,536 shares at 6.9% as of December 31, 2024.

Lens 6 — short interest: a record set in August, more than double a year ago. The latest FINRA settlement, September 15, 2026, records 7,748,296 shares sold short — 6.60% of the 117,484,896 shares outstanding — at 5.64 days to cover, down 0.63% from the prior settlement. That prior settlement, August 31, 2026, is itself the story: 7,797,437 shares, the maximum across all 137 settlements in the series, which begins January 15, 2021; the latest reading sits 0.6% below it. The series minimum is 1,548,501 on November 30, 2021. Against June 30, 2026 (6,521,422) the latest is up 18.8%, and against a year ago (3,380,925 on September 15, 2025) up 129.2%. The recent path runs 6,521,422 (June 30), 6,626,153 (July 15), 6,973,116 (July 31), 6,407,622 (August 14), 7,797,437 (August 31) and 7,748,296 (September 15) — three rises and one fall before the small step back. The series is published as collected.

The Gap

The narrative arriving this week is an analyst-consensus story: a Moderate Buy trending listing, one Buy rating against two Holds and no Sell, a printed target above the last close, on a stock down 35.5% year to date. The June tape does not back it. The tracked cohort's verified core shrank 4.2% in the quarter — five of its twelve holders cut, including a 52.7% cut and a 66.7% cut — and the register as a whole shrank 6.9% even as two new holders arrived. The full market added 12.7% more shares through 25 fewer filers, so the buying the aggregate shows is concentration, not breadth. Inside the company, the record holds one purchase ever against 63 sales. The 5% register's two clearest recent paths — Capital International from 8.6% to 3.2%, and the Vanguard Group name from 12.34% to a 0.0% print — point down. And the borrow more than doubled in a year to a series record in August. One plausible reading is that the filings describe distribution into a falling stock: the screen says Moderate Buy, while every lens that records a direction in this audit records more selling, trimming or borrowing than buying.

What Would Change the Picture

Nothing above is a recommendation. These filings would change it:

• 1. The 2026Q3 13F season (filing window closing mid-November 2026). Nine of the ten continuing June holders verify, so the cohort's -4.2% is a clean baseline. Whether Oakmark's 7,447,263-share stake — 55.6% of the tracked total, trimmed 1.1% in Q2 — grows again, and whether the two new Q2 holders add, decides whether this lens stays a trimming story.

• 2. A second insider purchase in the record. The record holds 1 purchase in 100 filings — and 63 sales, the last 9 of them in 90 days totalling $7,352,074.58. A second recorded purchase, at any size, would change this lens.
• 3. A first Congress purchase, or a member-attributed row. The combined and House aggregates record one sale and no purchase, with no member named; the Senate aggregate has no row at all. A first recorded purchase in any aggregate would change this lens.

• 4. A first SC 13D filing, or a new 5% print above 12.34%. Every one of the 11 filings in this register is a 13G-family filing. A first activist-form filing, or any print above The Vanguard Group's 12.34% maximum, would change this lens.
• 5. Short interest back below the June 2026 level, or a new record. The borrow stands at 7,748,296 shares, 0.6% below the series record set August 31, 2026 and up 129.2% in a year, at 6.60% of the share count. A reading back below the June 30, 2026 settlement of 6,521,422 would break the summer build; a reading above 7,797,437 would extend the record.

Related reading: Five of 147: Dodge & Cox Holds 57.8% of the Tracked TransUnion Stake. Short Interest Just Hit a Record. — Filing Tape #127; Three of 147: Oaktree Is 67.8% of the Tracked Expand Energy Stake, and the Verified Cohort Fell 0.4% in a Quarter When the Price Fell 16.9% — Filing Tape #126. Equifax's own page: Equifax (EFX) on GetCoattail.

Methodology and data notes

• As-of & limits: The lenses rest on different clocks, none live: 13F is a June 30, 2026 snapshot published up to 45 days later; Form 4 runs through October 2, 2026; Congress aggregates run through October 3, 2026 (Senate through October 1, 2026); 13D/G through May 14, 2026; short interest through September 15, 2026; the price file ends October 2, 2026. Six limits are specific to this audit. First, the roster expanded before the recent audits — from 85 managers (83 filing) to 149 (147 filing) — so "of 147" counts are not comparable to earlier pieces' "of 83" figures. Second, this name carries no period split: all twelve tracked holders sit on a June 30, 2026 period-end and none of the three September 30, 2026 early filers holds this name, so every tracked figure here is a single-date figure. Third, the verified cohort and the pipeline register move at different rates: the register fell 6.9% (14,393,497 shares at March 31 to 13,398,441 at June 30) because it also counts AKO Capital's cut, the one exit and the two new holders, while the nine holders both register methods could pair fell 4.2%; both figures are stated wherever the cohort change is cited. Fourth, the Congress lens is not empty, but it is thin: the combined and House aggregates carry a row recording one sale and no purchase while printing a member count of zero and no party, so the sale cannot be attributed to any member from these aggregates, and the Senate aggregate carries no row at all; the lens is reported exactly as the aggregates print it. Fifth, the site's insider aggregate agrees with the full parse exactly on the 90-day window for this name (methodology, Insider lens), so no collection disagreement needs stating here — a contrast with the previous audit in this series. Sixth, our price file begins June 1, 2021, so every price statement in this audit is mechanical, a date and a close from that file. The TipRanks screener listing (dated October 16, 2026 on the page for this name) postdates the 13F snapshot and the short-interest series; the listing is known to this audit only from outside coverage, not from our own files, and none of its price figures are cited here beyond the listing's own printed target and market value, which are reported as screen content in The Hype; every other price figure here is from our own price file.
• Superinvestor lens: 147 managers in the collection (of a 149-manager roster; 144 at a June 30, 2026 period-end and 3 early filers at September 30, 2026, none of them holding this name) collected directly from SEC EDGAR Form 13F (managers_13f collection, regenerated October 15, 2026 for the expanded roster); Equifax positions are counted on the common-stock CUSIP 294429105, long rows only. Twelve distinct managers hold a long position at June 30, 2026, totalling 13,398,441 shares worth $2,126,605,872, with a direction count of 5 DECREASED, 3 INCREASED, 2 NEW and 2 UNCHANGED, one exited manager, and no option rows. Bill Nygren - Oakmark Funds' share of the stake is 55.6% = 7,447,263 / 13,398,441, at a 1.57% portfolio weight; Generation Investment Management's is 13.7% = 1,832,583 / 13,398,441, and the top two together are 69.3% = 9,279,846 / 13,398,441. Nine of the ten continuing holders verify row by row against the first quarter under two independent methods that agree exactly. Under the rule used in the previous audits — a holder's first-quarter row accepted only when its implied shares-change reproduces the EDGAR shares-change label at one decimal place — the verified continuing total is 12,198,344 shares at March 31 moving to 11,692,066 at June 30 (-4.2%): Bill Nygren - Oakmark Funds 7,529,116 → 7,447,263 (-1.1%), Generation Investment Management 1,775,609 → 1,832,583 (+3.2%), Darsana Capital Partners 1,500,000 → 1,500,000 (0.0%), Jensen Investment Management 783,100 → 370,551 (-52.7%), Harding Loevner 325,008 → 252,498 (-22.3%), Wallace Weitz - Weitz Investment Management 187,605 → 191,980 (+2.3%), Thomas Gayner - Markel Group 72,850 → 72,850 (0.0%), Hillman Capital Management 13,556 → 12,541 (-7.5%), Lindsell Train 11,500 → 11,800 (+2.6%). Because two recent audits found the generic accession-prefix method failing on shared filing-agent prefixes, the check was also rerun identifying filings by accession (filing total equal to the manager's collection total, unique) and pairing second- and first-quarter filings of the same manager by maximum CUSIP-set overlap under the same agent prefix (Bill Nygren - Oakmark Funds overlap 149 CUSIPs, Jensen Investment Management 82, Thomas Gayner - Markel Group 127, Harding Loevner 67, Hillman Capital Management 51, Wallace Weitz - Weitz Investment Management 47, Generation Investment Management 27, Lindsell Train 26, Darsana Capital Partners 13 — each uniquely the maximum); the corrected method returns the identical first-quarter rows, so no correction changes any figure here. The tenth continuing holder, AKO Capital (134,439 shares, labelled DECREASED at -66.7%), could not be paired by either method because no pipeline filing total matches its collection total; the pipeline register nevertheless carries an unattributed first-quarter row of 403,774 shares and a second-quarter row of 134,439 shares under one accession family, exactly reproducing the -66.7% label, and the register then reconciles exactly (first quarter: 14,393,497 shares = the verified continuing total of 12,198,344 plus AKO's register row of 403,774 plus the exited holder's 1,791,379; second quarter: 13,398,441 shares — so the register change of -6.9% differs from the verified cohort's -4.2% because the register also counts AKO's cut, the exit of William Von Mueffling - Cantillon Capital Management (1,791,379 shares, $322,573,617 of prior-quarter value) and the two new holders, John Armitage - Egerton Capital and Vulcan Value Partners). Implied per-share value: eleven long rows imply $158.72 and Harding Loevner's implies $158.74, so the cohort implied price is $158.72, 0.0% against the June 30, 2026 close. The remaining holders are Darsana Capital Partners (1,500,000 shares, $238,080,000, 1.07% weight, UNCHANGED 0.0%, filed August 14, 2026), John Armitage - Egerton Capital (1,481,188 shares, $235,094,159, 2.27% weight, NEW, filed July 21, 2026), Jensen Investment Management (370,551 shares, $58,813,855, 1.43% weight, DECREASED -52.7%, filed August 7, 2026), Harding Loevner (252,498 shares, $40,081,922, 0.38% weight, DECREASED -22.3%, filed August 14, 2026), Wallace Weitz - Weitz Investment Management (191,980 shares, $30,471,066, 2.11% weight, INCREASED +2.3%, filed August 12, 2026), AKO Capital (134,439 shares, $21,338,000, 0.50% weight, DECREASED -66.7%, filed August 12, 2026), Vulcan Value Partners (90,748 shares, $14,403,523, 0.44% weight, NEW, filed August 10, 2026), Thomas Gayner - Markel Group (72,850 shares, $11,562,752, 0.09% weight, UNCHANGED 0.0%, filed July 31, 2026), Hillman Capital Management (12,541 shares, $1,990,508, 1.44% weight, DECREASED -7.5%, filed August 14, 2026) and Lindsell Train (11,800 shares, $1,872,896, 0.07% weight, INCREASED +2.6%, filed July 15, 2026); Generation Investment Management filed August 10, 2026 and Bill Nygren - Oakmark Funds filed August 14, 2026.
• Full-market lens: SEC Form 13F Data Sets full-market aggregation. The primary table is the full13f collection's by-ticker file (holders = distinct filers reporting the ticker's CUSIP; 831 reported long positions out of 835 filers). Equifax carries a single CUSIP in this aggregation (294429105), and the backfill fixtures' by-CUSIP row matches the by-ticker row exactly on every field — holders (835), long holders (831), shares (118,869,518), reported value ($18,309,922,813), prior holders (860) and prior reported value ($17,532,960,002). The by-ticker file's entered/exited fields (750 and 775, a net of -25 that matches the change in holder count) are gross flows, so this audit headlines the net change. Reported-value caution: the aggregate value ($18,309,922,813 over 118,869,518 shares) implies $154.03 per share against a June 30, 2026 close of $158.72 in our price file, a gap of -2.95%. The aggregate sums the VALUE of every information-table row — including put and call option rows — while the share count covers long common-stock rows only, so we headline filer and share counts and label dollar values "reported."
• Insider lens: full-parse Form 4 aggregation (agg_by_ticker), record as of October 2, 2026 (100 filings). Sale and purchase counts are transaction-code counts (S and P) in non-derivative rows; grants and exercises are not counted as purchases, and one filing can contain many transaction rows. The 90-day window (July 5 to October 2, 2026) holds 0 purchase transactions and 9 sale transactions (42,291 shares, $7,352,074.58, 2 sellers, all 9 of them officer sale transactions) across 5 filings. The one-year window (October 3, 2025 to October 2, 2026) holds 1 purchase (2,400 shares, $464,928, 1 buyer, an officer purchase) and 46 sales (195,013 shares, $38,459,419.26, 4 sellers) across 55 filings, and the full record holds the same single purchase and 63 sales (315,561 shares, $68,349,076.23, 5 sellers). The site's insider aggregate (90-day window, as of October 19, 2026) counts 0 purchases, 9 sale transactions and $7,352,074.58 by 2 sellers for this name — exactly the full parse's 90-day figures, so the two collections agree here. Window price checks on our price file: the sales imply $173.84 per share over 90 days, inside its close range ($137.24 to $194.63); $197.21 over one year, inside its range ($137.24 to $239.68); and $216.60 over the full record, inside its full-period range ($137.24 to $307.13) — so dollar totals are cited for all three sale windows; the single purchase implies $193.72, inside the one-year window's range, so its dollar total is cited too. There is no purchase implied price in the 90-day window, because there are no purchases in it.
• 13D/G lens: full-parse SC 13D/G parsed filings (11 filings matching issuer CIK 33185 on CUSIP 294429105: 0 SC 13D family filings and 11 SC 13G family filings — 3 SC 13G and 8 SC 13G/A, 8 of the 11 amendments), filings through May 14, 2026. The site aggregation carries this name under a ticker-keyed row; that row (11 filings, 0 D-filings, 11 G-filings, 8 amendments, 7 reporters, latest date May 14, 2026, maximum 12.34%, total reported 91,095,518.0 shares) matches the parsed filings on filings, form mix, amendments, latest date, maximum and the cross-date reported total. The total sums reporter rows across filings and dates, so it is a filing-volume total, not a stake; joint reporters printing the same position (the two Harris Associates reporter rows on the filing as of December 31, 2025, each printing 7,557,127 shares at 6.2%) are reported exactly as they appear in each file and are never summed. The maximum of 12.34% is The Vanguard Group's print of 15,282,951 shares as of September 30, 2025 (filed October 30, 2025, SC 13G/A); the same reporter name printed 0 shares at 0.0% as of March 13, 2026 (filed March 26, 2026, SC 13G/A), and Vanguard Capital Management separately printed 9,020,869 shares at 7.47% as of March 31, 2026 (filed April 29, 2026, SC 13G) — the three prints are reported as they appear and are not reconciled into one Vanguard position. The latest filing (filed May 14, 2026, SC 13G/A) is Capital International Investors at 3,820,844 shares and 3.2% as of March 31, 2026. The other prints stated in the text are Capital International Investors at 9,093,568 shares and 7.3% as of December 31, 2024 (filed February 14, 2025, SC 13G/A), 10,682,406 shares at 8.6% as of June 30, 2025 (filed August 13, 2025, SC 13G/A) and 6,591,029 shares at 5.4% as of December 31, 2025 (filed February 13, 2026, SC 13G/A); T. Rowe Price Associates, Inc. at 7,046,601 shares and 5.6% as of March 31, 2025 (filed May 14, 2025, SC 13G) and 5,895,460 shares at 4.7% as of June 30, 2025 (filed August 14, 2025, SC 13G/A); Harris Associates L P and Harris Associates, Inc. at 7,557,127 shares and 6.2% as of December 31, 2025 (filed February 17, 2026, SC 13G); and BlackRock, Inc. at 8,547,536 shares and 6.9% as of December 31, 2024 (filed February 5, 2025, SC 13G/A). The parsed coverage for this issuer holds these 11 filings; a 5% holder that has not filed in the covered window would not appear here.
• Congress lens: Senate PTR archive and House PTR archive as maintained on this site. The combined record (as of October 3, 2026) carries a row for this name recording 1 sale transaction, 0 purchases, a member count of 0, no last-buy date and an empty party list; the House aggregate (as of October 3, 2026) carries the same row; the Senate aggregate (as of October 1, 2026) carries no row. Because the aggregates print no member for the recorded sale, this audit states the transaction count exactly as recorded and names no member; the lens is reported as a single unattributed sale in the summary table and in the text, as this series requires for a thin lens.
• Short interest lens: FINRA Equity Short Interest files (biweekly settlement dates), collected directly from FINRA's public distribution. The series is every row under symbol EFX (market class NYSE on all 137 rows), and the issuer-name field appears in a single spelling — "Equifax, Incorporated" on all 137 rows — covering 137 settlements from January 15, 2021 (first row in our files for this symbol) to September 15, 2026, with all 137 settlement dates distinct. The latest reading is 7,748,296 shares on September 15, 2026, down 0.63% from the prior settlement — and that prior settlement, 7,797,437 shares on August 31, 2026, is the series maximum, so the latest reading sits 0.6% below the record, up 18.8% from the June 30, 2026 settlement of 6,521,422 and up 129.2% from the year-ago settlement of 3,380,925 on September 15, 2025, at 5.64 days to cover. The series minimum is 1,548,501 on November 30, 2021. Series discontinuity check: no single-settlement step in the series reaches 2 times (the largest step is 1.477x, on February 13, 2026), no step falls to 0.5 times or below, and our own daily price file holds no single-day move of 1.5 times or more, or 0.6 times or less, anywhere in its history. One row in the series carries a FINRA revision flag (June 15, 2021); no row carries a stock-split flag. The full series is published as collected, with no smoothing or rebasing. The recent path runs 6,521,422 (June 30), 6,626,153 (July 15), 6,973,116 (July 31), 6,407,622 (August 14), 7,797,437 (August 31) and 7,748,296 (September 15). FINRA publishes each settlement about two weeks after the fact, so the October price action is not yet in this series. The share-count ratio (6.60%) uses the fundamentals file's shares-outstanding figure below.
• Fundamentals note: our fundamentals collection carries Equifax's revenue of $6,074,500,000, net income of $660,300,000 and assets of $11,864,200,000, all three sourced to the financial-series cache and all labelled fiscal 2025, so this name carries no fiscal-vintage split. The file is marked ok for this name, with no missing fields: shares outstanding of 117,484,896 (shares-end date July 10, 2026, from the DEI EntityCommonStockSharesOutstanding tag) and a file-computed market value of $16,739,247,480.13. The file does not flag the issuer as a foreign private issuer, and it carries SIC 7320, Services-Consumer Credit Reporting, Collection Agencies, and a NYSE listing. The file's price for the name is $142.48 as of October 6, 2026; our daily-close file ends October 2, 2026 at $140.00, and we keep the two files' figures separate rather than blending them.
• Prices: our own daily-close file for EFX through October 2, 2026 ($140.00 close, -35.5% year to date on that file; the 252-session closing high is $239.68 on October 8, 2025, so the last close sits 41.6% below it; the 252-session closing low is $137.24 on September 30, 2026, so the last close sits 2.0% above it; closes of $180.07 at March 31, 2026 and $158.72 at June 30, 2026, a second-quarter change of -11.9%; change from June 30 to October 2 of -11.8%; change from the September 30, 2025 close of $256.53 of -45.4%). The series in our price file begins June 1, 2021 at $233.10 and holds 1,342 rows.
• Market context sources: the TipRanks Trending Stocks by Analyst screener (full-page crawl, October 19, 2026), on which Equifax followed SMTC, SCHW and JBHT at the top of the page's order, covered names (BNY, USB, CRWV, META and TRU among them) and skipped names (IBKR, PILBF, WSE and PNC, skipped as recorded in earlier runs; BFLBF, skipped as recorded in the selection notes), and was listed as a Moderate Buy with a price target of $201.33 (24.86% upside as printed), 1 Buy, 2 Hold and 0 Sell ratings, a printed one-month change of -1.56%, a market value of $18.94B as printed, in Industrials, dated October 16, 2026 on the page. Figures we could not confirm were left out; the external items above are reported speech from that outlet, not GetCoattail measurements, and none of its price figures are cited in this audit beyond the screener's printed target and market value as reported in The Hype.
• Equifax is in the GetCoattail stock-page universe: Equifax (EFX) stock page. Series data: efx_lens_data.csv · efx_short_interest_series.csv. Earlier audits: TransUnion · Expand Energy.

Past patterns are not a promise of future results. For education only — not investment advice.

This article describes public filings as of the dates stated. It is not investment advice and makes no recommendation. Filings lag reality: 13F positions are as of June 30, 2026, and later trading is not yet public.

Revision history: v1.0 — October 19, 2026: first publication.