Jensen Investment Management, a firm known for its long-term focus on quality companies, significantly reduced its position in Equifax Inc. (EFX) during the second quarter of 2026. The firm sold over 412,000 shares, cutting its stake by approximately 52.7% to 370,550 shares. This large trade reduced the investment's reported value from $141 million to $58.8 million and decreased the portfolio weighting from 2.78% to 1.43%.
This activity was disclosed in a quarterly 13F report filed on August 7, 2026, which reflects transactions made between April 1 and June 30. As a major credit reporting agency, Equifax plays a key role in the global economy by providing data and analytics for consumer and commercial credit decisions. The specific reasons for Jensen's substantial reduction have not been publicly stated.