Position in EFX
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$72,028,540
+$986,251 QoQ
Shares Held
400,003
+22.2% QoQ
Ownership
0.340%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EFX Over Time
Shares Held
Position Value (USD)
Position in Consulting Services
Industrials · as of Mar 31, 2026ENVESTNET ASSET MANAGEMENT INC holds $215,670,650 across 8 Consulting Services names. EFX ranks #2 (33.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRSK |
Verisk Analytics, Inc.
|
559,276 | $106,122,621 | |
| 2 | EFX |
Equifax Inc
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|
400,003 | $72,028,540 | |
| 3 | HURN |
Huron Consulting Group Inc.
|
75,382 | $9,610,451 | |
| 4 | CRAI |
Cra International, Inc.
|
56,985 | $9,224,731 | |
| 5 | FCN |
Fti Consulting, Inc
|
48,286 | $8,535,516 | |
| 6 | BAH |
Booz Allen Hamilton Holding Corp
|
80,204 | $6,258,318 | |
| 7 | ICFI |
ICF International, Inc.
|
57,663 | $3,764,817 | |
| 8 | RGP |
Resources Connection, Inc.
|
33,688 | $125,656 |
All Filings in EFX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $72,028,540 | 400,003 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $71,042,289 | 327,414 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $98,364,119 | 383,441 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $74,204,200 | 286,094 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $71,002,611 | 291,520 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $73,046,636 | 286,626 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $82,723,353 | 281,506 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $68,356,747 | 281,930 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $70,221,859 | 262,492 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $58,514,501 | 236,623 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $37,324,390 | 203,758 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $35,780,894 | 152,065 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $31,545,271 | 155,518 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $32,585,037 | 167,653 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $38,800,266 | 226,333 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $42,287,798 | 231,359 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $53,460,596 | 225,477 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $42,369,348 | 144,709 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $29,773,302 | 117,486 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $26,062,759 | 108,817 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $17,519,799 | 96,725 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $16,224,979 | 84,137 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $12,802,883 | 81,599 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $10,444,631 | 60,767 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $5,361,871 | 44,888 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||