Exited position

Dev Kantesaria’s Equifax Inc (EFX) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Valley Forge Capital ManagementVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ3 2017Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares270.00KHighest verified quarter-end share count
Quarters reported8Verified quarters with shares above zero
What happened?

Valley Forge Capital Management first reported Equifax Inc in Q3 2017. The reported position was increased across later filings. The latest verified relationship event shows that Valley Forge Capital Management sold the entire position in Q1 2026, and the stock is no longer reported in the latest verified portfolio.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q1 2026
Sold the entire position−146.35K shares · No shares reported at quarter-end
Q4 2025
Bought 1.6% more+2.35K shares · 146.35K shares reported after the change
Filing context

Quarter-end price $216.98 · Estimated holding basis $254.24

Q4 2024
New position+144.00K shares · 144.00K shares reported
Filing context

Quarter-end price $254.85 · Estimated holding basis $254.85

Q2 2018
Sold the entire position−270.00K shares · No shares reported at quarter-end
Q1 2018
Bought 11.8% more+28.50K shares · 270.00K shares reported after the change
Filing context

Quarter-end price $117.81 · Estimated holding basis $113.75

Q4 2017
Bought 156.9% more+147.50K shares · 241.50K shares reported after the change
Filing context

Quarter-end price $117.92 · Estimated holding basis $113.28

3 unchanged quarters are collapsed by default.

Portfolio importance

How important was Equifax Inc in Valley Forge Capital Management’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight0.7%Q4 2025
Last reported rank#9of 9 reported positions
Peak portfolio weight15.0%Q4 2017
Best historical rank#4Q3 2017
At peak importanceQ4 2017
EFX
15.0%
Largest holding
27.4%
Cross-investor discovery

Who else owns Equifax Inc?

Also reported by 1 other tracked investor in their latest verified filings.

Joel GreenblattGotham Asset Management
EFX0.0% of reported portfolio
Explore Equifax Inc across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$161.172026-09-17

Market context only; not an investor transaction price.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

SEC reporting manager: Valley Forge Capital Management, LP (CIK 0001697868). The filing signature identifies Devang Kantesaria. This tracker reflects public Form 13F disclosures, not a personal brokerage account or exact trade dates.