Transunion: which funds bought and sold

Institutions that bought and sold Transunion shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 233 institutions that filed 13F reports for both quarters added to or opened positions in Transunion, and 304 cut or closed them. Together they added a net 1.1M shares, +0.6% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 6.4M shares (+8.1%); index fund managers were net buyers of 390K shares (+0.8%). 57 opened a new position and 96 sold out entirely.

Bought, Q2 2026 233 institutions, 57 of them new holders Sold, Q2 2026 304 institutions, 96 of them sold out

Net change, all compared +1.1M shares (+0.6%)

Net change, active managers +6.4M shares (+8.1%), 29 bought, 30 sold

Buyers versus sellers

institutions compared, 606

233 bought 69 304 sold

Active managers and hedge funds 29 bought · 30 sold · +6.4M

Index fund managers 9 bought · 3 sold · +390K

Other institutions 195 bought · 271 sold · −5.6M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Dodge & Cox Active manager	+8.0M +49.5%	24.2M	$1.7B
FMR LLC Active manager	+2.1M +22.1%	11.7M	$845M
Independent Franchise Partners LLP Active manager	+1.8M +15.2%	14.0M	$1B
Orbis Allan Gray Ltd Active manager	+1.4M +245.8%	2.0M	$146M
Citadel Advisors LLC Hedge fund	+1.2M +38.9%	4.4M	$315M
Junto Capital Management LP Hedge fund	+1.1M New position	1.1M	$79M
Ilex Capital Partners (UK) LLP	+877K +96.4%	1.8M	$129M
Dimensional Fund Advisors LP	+782K +31.3%	3.3M	$237M
Toronto Dominion Bank	+736K +2793.4%	763K	$55M
Freestone Grove Partners LP Hedge fund	+611K New position	611K	$44.1M
SG Americas Securities, LLC	+478K New position	478K	$34.4M
Holocene Advisors, LP Hedge fund	+471K +192.1%	716K	$51.7M
Jpmorgan Chase & Co	+362K +21.4%	2.1M	$148M
Azora Capital LP Hedge fund	+282K New position	282K	$20.3M
Millennium Management LLC Hedge fund	+272K +36.5%	1.0M	$73.5M
Becker Capital Management Inc	+251K +1927.4%	264K	$19M
Goldman Sachs Group Inc	+226K +27.9%	1.0M	$74.9M
Diamond Hill Capital Management, LLC (Investment Advisor) Active manager	+217K +44.2%	708K	$51.1M
Erste Asset Management Gmbh	+210K New position	210K	$15.1M
State Street Corp Index funds	+177K +2.5%	7.1M	$513M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Dodge & Cox Active manager	+8.0M +49.5%	24.2M	$1.7B
FMR LLC Active manager	+2.1M +22.1%	11.7M	$845M
Independent Franchise Partners LLP Active manager	+1.8M +15.2%	14.0M	$1B
Orbis Allan Gray Ltd Active manager	+1.4M +245.8%	2.0M	$146M
Citadel Advisors LLC Hedge fund	+1.2M +38.9%	4.4M	$315M
Junto Capital Management LP Hedge fund	+1.1M New position	1.1M	$79M
Freestone Grove Partners LP Hedge fund	+611K New position	611K	$44.1M
Holocene Advisors, LP Hedge fund	+471K +192.1%	716K	$51.7M
Azora Capital LP Hedge fund	+282K New position	282K	$20.3M
Millennium Management LLC Hedge fund	+272K +36.5%	1.0M	$73.5M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Wellington Management Group LLP Active manager	−4.3M −39.7%	6.6M	$476M
Van Eck Associates Corp	−3.1M −59.8%	2.1M	$152M
Capital International Investors Active manager	−2.8M Sold out	0	—
AQR Capital Management LLC Hedge fund	−1.4M −89.1%	175K	$12.4M
Pictet Asset Management Holding SA	−1.3M −93.3%	96K	$7M
Manning & Napier Advisors LLC	−1.3M −99.8%	1,906	$137,499
Parnassus Investments, LLC Active manager	−891K Sold out	0	—
Morgan Stanley	−577K −8.3%	6.4M	$458M
Meridiem Capital Partners LP	−514K −60.6%	334K	$24.1M
Vulcan Value Partners, LLC Active manager	−500K −15.6%	2.7M	$195M
T. Rowe Price Investment Management, Inc. Active manager	−467K −6.4%	6.8M	$493M
Homestead Advisers Corp	−350K Sold out	0	—
Sunriver Management LLC	−332K Sold out	0	—
Amundi	−301K −30.7%	679K	$49M
Sora Investors LLC	−257K Sold out	0	—
William Blair Investment Management, LLC Active manager	−242K −8.4%	2.6M	$191M
Bank Of New York Mellon Corp	−235K −15.8%	1.3M	$90.6M
Untitled Investments LP	−229K −79.3%	60K	$4.3M
Ninety One Uk Ltd	−193K −5.4%	3.4M	$242M
Manufacturers Life Insurance Company, The	−175K −26.9%	476K	$34.4M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Wellington Management Group LLP Active manager	−4.3M −39.7%	6.6M	$476M
Capital International Investors Active manager	−2.8M Sold out	0	—
AQR Capital Management LLC Hedge fund	−1.4M −89.1%	175K	$12.4M
Parnassus Investments, LLC Active manager	−891K Sold out	0	—
Vulcan Value Partners, LLC Active manager	−500K −15.6%	2.7M	$195M
T. Rowe Price Investment Management, Inc. Active manager	−467K −6.4%	6.8M	$493M
William Blair Investment Management, LLC Active manager	−242K −8.4%	2.6M	$191M
Man Group PLC Hedge fund	−160K −83.0%	33K	$2.4M
Neuberger Berman Group LLC Active manager	−100K −6.5%	1.4M	$103M
BAMCO Inc Active manager	−97K −15.2%	544K	$39.2M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Junto Capital Management LPHedge fund	1.1M	$79M
Freestone Grove Partners LPHedge fund	611K	$44.1M
SG Americas Securities, LLC	478K	$34.4M
Azora Capital LPHedge fund	282K	$20.3M
Erste Asset Management Gmbh	210K	$15.1M
Polar Asset Management Partners Inc.	147K	$10.6M
Hudson Bay Capital Management LPHedge fund	86K	$6.2M
Natixis	45K	$3.3M
Gateway Investment Advisers LLC	41K	$2.9M
Moore Capital Management, LPHedge fund	37K	$2.7M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Capital International InvestorsActive manager	2.8M	$196M
Parnassus Investments, LLCActive manager	891K	$61.6M
Homestead Advisers Corp	350K	$24.1M
Sunriver Management LLC	332K	$23M
Sora Investors LLC	257K	$17.8M
Kornitzer Capital Management Inc	129K	$8.9M
Milford Funds Ltd	124K	$8.6M
Tredje Ap-Fonden	80K	$5.5M
Mariner, LLC	69K	$4.8M
Bridgewater Associates, LPHedge fund	64K	$4.4M

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 518
Ten largest holders: 54.5%
Index fund managers: 24.0%
Active managers and hedge funds: 44.6%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	29	30	9	7	+6.4M	+8.1%
Index fund managers	9	3	1	0	+390K	+0.8%
Other institutions	195	271	47	89	−5.6M	−8.4%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Transunion.

Only managers that filed a holdings report for both quarters are compared (606 here). 20 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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