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 | |||||
|
AQR Capital Management LLC
· Added
+$283M
Change
+1.4M
Date
Q1 2026
|
AQR Capital Management LLC | Added· Q1 2026 | +$283M | +1.4M | – | 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 | |||||
|
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 | |||||
|
Darsana Capital Partners LP
· Added
+$99M
Change
+500K
Date
Q1 2026
|
Darsana Capital Partners LP | Added· Q1 2026 | +$99M | +500K | – | Q1 2026 | |||||
|
Jane Street Group, LLC
· Added
+$91M
Change
+462K
Date
Q1 2026
|
Jane Street Group, LLC | Added· Q1 2026 | +$91M | +462K | – | Q1 2026 | |||||
|
Jones Financial Companies Lllp
· Added
+$85M
Change
+430K
Date
Q1 2026
|
Jones Financial Companies Lllp | Added· Q1 2026 | +$85M | +430K | – | Q1 2026 | |||||
|
Arrowstreet Capital, Limited Partnership
· Added
+$85M
Change
+429K
Date
Q1 2026
|
Arrowstreet Capital, Limited Partnership | Added· Q1 2026 | +$85M | +429K | – | Q1 2026 | |||||
|
Massachusetts Financial Services Co
· Added
+$70M
Change
+355K
Date
Q1 2026
|
Massachusetts Financial Services Co | Added· Q1 2026 | +$70M | +355K | – | Q1 2026 | |||||
|
UBS Group AG
· Added
+$65M
Change
+326K
Date
Q1 2026
|
UBS Group AG | Added· Q1 2026 | +$65M | +326K | – | Q1 2026 | |||||
|
Worldquant Millennium Advisors LLC
· Added
+$64M
Change
+324K
Date
Q1 2026
|
Worldquant Millennium Advisors LLC | Added· Q1 2026 | +$64M | +324K | – | 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.