Soroban Capital Partners LP
· Added
+$627M
Change
+3.2M
Δ Own
+310.5%
Date
Q1 2026
EF
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Soroban Capital Partners LP
· Added
+$627M
Change
+3.2M
Δ Own
+310.5%
Date
Q1 2026
|
Soroban Capital Partners LP | Added· Q1 2026 | +$627M | +3.2M | +310.5% | Q1 2026 | |||||
|
Capital International Investors
· Reduced
−$547M
Change
−2.8M
Date
Q1 2026
|
Capital International Investors | Reduced· Q1 2026 | −$547M | −2.8M | – | Q1 2026 | |||||
|
T. Rowe Price Associates
· Reduced
−$317M
Change
−1.6M
Date
Q1 2026
|
T. Rowe Price Associates | Reduced· Q1 2026 | −$317M | −1.6M | – | Q1 2026 | |||||
|
AQR Capital Management LLC
· Added
+$283M
Change
+1.4M
Date
Q1 2026
|
AQR Capital Management LLC | Added· Q1 2026 | +$283M | +1.4M | – | Q1 2026 | |||||
|
Norges
· Exited
−$252M
Change
−1.3M
Δ Own
−100.0%
Date
Q1 2026
|
Norges | Exited· Q1 2026 | −$252M | −1.3M | −100.0% | Q1 2026 | |||||
|
FMR LLC
· Added
+$249M
Change
+1.3M
Δ Own
+533.4%
Date
Q1 2026
|
FMR LLC | Added· Q1 2026 | +$249M | +1.3M | +533.4% | Q1 2026 | |||||
|
Brown Advisory Inc
· Added
+$166M
Change
+839K
Date
Q1 2026
|
Brown Advisory Inc | Added· Q1 2026 | +$166M | +839K | – | Q1 2026 | |||||
|
Brandes Investment Partners, LP
· New
+$148M
Change
+747K
Date
Q1 2026
|
Brandes Investment Partners, LP | New· Q1 2026 | +$148M | +747K | – | Q1 2026 | |||||
|
Vanguard
· Reduced
−$130M
Change
−656K
Date
Q1 2026
|
Vanguard | Reduced· Q1 2026 | −$130M | −656K | – | Q1 2026 | |||||
|
Junto Capital Management LP
· Exited
−$128M
Change
−646K
Δ Own
−100.0%
Date
Q1 2026
|
Junto Capital Management LP | Exited· Q1 2026 | −$128M | −646K | −100.0% | Q1 2026 | |||||
|
Capital World Investors
· New
+$124M
Change
+628K
Date
Q1 2026
|
Capital World Investors | New· Q1 2026 | +$124M | +628K | – | Q1 2026 | |||||
|
T. Rowe Price Investment Management, Inc.
· Added
+$123M
Change
+622K
Date
Q1 2026
|
T. Rowe Price Investment Management, Inc. | Added· Q1 2026 | +$123M | +622K | – | Q1 2026 | |||||
|
Bank of America Corp
· Added
+$112M
Change
+564K
Date
Q1 2026
|
Bank of America Corp | Added· Q1 2026 | +$112M | +564K | – | Q1 2026 | |||||
|
Goldman Sachs Group Inc
· Reduced
−$105M
Change
−529K
Date
Q1 2026
|
Goldman Sachs Group Inc | Reduced· Q1 2026 | −$105M | −529K | – | Q1 2026 | |||||
|
Darsana Capital Partners LP
· Added
+$99M
Change
+500K
Date
Q1 2026
|
Darsana Capital Partners LP | Added· Q1 2026 | +$99M | +500K | – | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Marcus Robert D.
· Director
Grant (A)
$35K
|
Marcus Robert D. | Director | Grant (A) | $158.72 | 221 | $35K | 3K | – | Jun 30, 2026 | Jul 1, 2026 | |||||||||
|
Tillman Audrey B.
· Director
Grant (A)
$220K
|
Tillman Audrey B. | Director | Grant (A) | $175.62 | 1K | $220K | 7K | – | May 7, 2026 | May 11, 2026 | |||||||||
|
Smith Melissa D.
· Director
Grant (A)
$220K
|
Smith Melissa D. | Director | Grant (A) | $175.62 | 1K | $220K | 7K | – | May 7, 2026 | May 11, 2026 | |||||||||
|
McKinley John A.
· Director
Grant (A)
$220K
|
McKinley John A. | Director | Grant (A) | $175.62 | 1K | $220K | 35K | – | May 7, 2026 | May 11, 2026 | |||||||||
|
McGregor Scott A.
· Director
Grant (A)
$220K
|
McGregor Scott A. | Director | Grant (A) | $175.62 | 1K | $220K | 11K | – | May 7, 2026 | May 11, 2026 | |||||||||
|
Marcus Robert D.
· Director
Grant (A)
$220K
|
Marcus Robert D. | Director | Grant (A) | $175.62 | 1K | $220K | 18K | – | May 7, 2026 | May 11, 2026 | |||||||||
|
Larson Barbara A.
· Director
Grant (A)
$220K
|
Larson Barbara A. | Director | Grant (A) | $175.62 | 1K | $220K | 4K | – | May 7, 2026 | May 11, 2026 | |||||||||
|
Hough G. Thomas
· Director
Grant (A)
$220K
|
Hough G. Thomas | Director | Grant (A) | $175.62 | 1K | $220K | 16K | – | May 7, 2026 | May 11, 2026 | |||||||||
|
Fichuk Karen L.
· Director
Grant (A)
$220K
|
Fichuk Karen L. | Director | Grant (A) | $175.62 | 1K | $220K | 5K | – | May 7, 2026 | May 11, 2026 | |||||||||
|
Feidler Mark L.
· Director
Grant (A)
$220K
|
Feidler Mark L. | Director | Grant (A) | $175.62 | 1K | $220K | 25K | – | May 7, 2026 | May 11, 2026 | |||||||||
|
Borton Chad M.
· Officer
Sell
−$427K
|
Borton Chad M. | Officer | Sell | $173.89 | −2K | −$427K | 30K | – | May 7, 2026 | May 8, 2026 | |||||||||
|
Borton Chad M.
· Officer
Tax withholding or exercise payment (F)
-$335K
|
Borton Chad M. | Officer | Tax withholding or exercise payment (F) | $173.20 | -2K | -$335K | 32K | – | May 6, 2026 | May 8, 2026 | |||||||||
|
Gamble John W. Jr
· Officer
Sell
−$618K
|
Gamble John W. Jr | Officer | Sell | $176.54 | −4K | −$618K | 73K | – | May 1, 2026 | May 5, 2026 | |||||||||
|
Begor Mark W.
· Director
4 operations
−$6.5M
|
Begor Mark W. | Director | 4 operations | $171.57–$174.32 | −38K | −$6.5M | 272K | – | Apr 24, 2026 | Apr 28, 2026 | |||||||||
|
Begor Mark W.
· Director
2 operations
$0
|
Begor Mark W. | Director | 2 operations | $112.46 | 0 | $0 | 76K | – | Apr 24, 2026 | Apr 28, 2026 | |||||||||
N
A
M
G
A
A
866 reporting institutions disclosed EFX position changes in the Q1 2026 snapshot.
For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.
An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.
Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.
Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.
A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.