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Dodge & Cox discloses 5.1% TransUnion (TRU) holding in Schedule 13G

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

Dodge & Cox has disclosed a significant stake in TransUnion. As of December 31, 2025, the firm beneficially owned 9,842,006 shares of TransUnion common stock, representing 5.1% of the outstanding class. Dodge & Cox reports sole voting power over 9,343,848 shares and sole dispositive power over the full 9,842,006 shares, with no shared voting or dispositive power.

The filing explains that these shares are held on behalf of Dodge & Cox clients, including registered investment companies and other managed accounts, which have rights to dividends and sale proceeds. Dodge & Cox certifies that the position is held in the ordinary course of business and not for the purpose of changing or influencing control of TransUnion.

Positive

  • None.

Negative

  • None.

Insights

Dodge & Cox has a 5.1% institutional stake in TransUnion held for clients.

Dodge & Cox reports beneficial ownership of 9,842,006 TransUnion common shares, or 5.1% of the class as of December 31, 2025. It holds sole voting power over 9,343,848 shares and sole dispositive power over the entire position, indicating centralized decision-making authority at the adviser level.

The filing clarifies that the economic benefits from dividends and sale proceeds accrue to the firm’s clients, including registered funds and separate accounts, not the adviser itself. Dodge & Cox certifies that the stake is held in the ordinary course of business and not to influence control, which aligns with a typical passive institutional ownership profile.

The position size makes Dodge & Cox a notable shareholder, but any impact on TransUnion will depend on future portfolio decisions disclosed in subsequent beneficial ownership reports and other company filings.






Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)






SCHEDULE 13G





SCHEDULE 13G



Dodge & Cox
Signature:/S/ Katherine M. Primas
Name/Title:Chief Compliance Officer
Date:02/13/2026
TransUnion

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