Position in EFX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,720,777
-$597,912 QoQ
Shares Held
17,142
-7.0% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#261
of 830 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 69%
Shared 3%
None 28%
Common Shares in EFX Over Time
Shares Held
Position Value (USD)
Position in Consulting Services
Industrials · as of Jun 30, 2026Pathstone Holdings, LLC holds $9,389,951 across 6 Consulting Services names. EFX ranks #2 (29.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRSK |
Verisk Analytics, Inc.
|
22,895 | $4,110,339 | |
| 2 | EFX |
Equifax Inc
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|
17,142 | $2,720,777 | |
| 3 | FCN |
Fti Consulting, Inc
|
6,736 | $1,003,730 | |
| 4 | ICFI |
ICF International, Inc.
|
12,062 | $878,836 | |
| 5 | BAH |
Booz Allen Hamilton Holding Corp
|
7,488 | $454,296 | |
| 6 | HURN |
Huron Consulting Group Inc.
|
2,462 | $221,973 |
All Filings in EFX
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,720,777 | 17,142 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $3,318,689 | 18,430 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $3,444,339 | 15,874 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,301,540 | 12,870 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $2,094,411 | 8,075 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $2,166,465 | 8,895 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,087,730 | 8,192 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,720,554 | 9,258 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $2,171,228 | 8,955 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,195,267 | 8,206 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $2,039,646 | 8,248 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||