The cluster is small and stale (Q3 2026 quarter-end data). Monitor upcoming 10-K for TransUnion's organic revenue trends and any commentary on credit bureau volume trends. The Assenagon doubling is the most aggressive buyer but at only $4.6M — not a transformative signal. No insider buying or other cross-filings to corroborate.
Executive Summary
Three active asset managers accumulated $4.4M in TransUnion during Q3 2026, led by Assenagon Asset Management doubling its position with a $4.2M increase. One seller trimmed modestly. The cluster is small in absolute dollar terms and stale (45-day lag), but the unanimous buying by active managers suggests a shared thesis around TransUnion's credit data and analytics business.
Key Financial Metrics
Institutional Positions
Net institutional flow: $4.4M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Assenagon Asset Management | DOUBLED | +1309.8% | $4.6M | $4.2M |
| Abn Amro Investment Solutions | ADD | +38.9% | $938.0K | $141.0K |
| Hb Wealth Management | ADD | +29.5% | $561.0K | $50.0K |
▼ Sellers (1)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Davenport & Co | TRIM | -31.2% | $586.0K | -$244.0K |
Key Facts
- 3 active asset managers accumulated $4.4M net in TRU during Q3 2026
- Assenagon Asset Management doubled its position (+1309.8% shares, $4.2M increase to $4.6M)
- Abn Amro Investment Solutions added 38.9% ($141K increase to $938K)
- Hb Wealth Management added 29.5% ($50K increase to $561K)
- Davenport & Co trimmed 31.2% ($244K reduction to $341K)
- Total current holdings of buyers: $6.1M; seller holdings: $341K
Financial Impact
3 institutions accumulated $4.4M in new positions while 1 reduced holdings by $244K — net net buying of $4.4M
Risk Factors
- 13F data is 45+ days stale; positions may have already been unwound
- Cluster is small in absolute dollar terms ($6.1M total buying side)
- Single seller (Davenport) trimming could indicate some institutional caution
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-TRU-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 23, 2026 2d ago | Institutional Cluster | $81.53 | awaiting T+1 | — | — |
Oct 19, 2026 6d ago | Insider Cluster | $78.23 $78.93 | ▲ +0.89% | ▲ +0.37% | — |
Oct 19, 2026 7d ago | Court Ruling | $78.23 $78.93 | ▲ +0.89% | ▲ +0.37% | — |
Oct 19, 2026 7d ago | Court Ruling | $78.23 $78.93 | ▲ +0.89% | ▲ +0.37% | — |
Oct 14, 2026 12d ago | Court Ruling | $74.12 $74.08 | ▼ −0.05% | ▲ +1.05% | — |
Oct 13, 2026 13d ago | Court Ruling | $66.94 $74.12 | ▲ +10.73% | ▲ +10.44% | — |
Oct 2, 2026 24d ago | Court Ruling | $63.82 $63.42 | ▲ +0.63% | ▲ +1.18% | — |
Oct 1, 2026 25d ago | Press Release | $62.18 $63.44 | ▲ +2.03% | ▲ +1.29% | — |
Sep 25, 2026 4w ago | Court Ruling | $66.19 $64.29 | ▼ −2.87% | ▼ −2.69% | — |
Sep 23, 2026 4w ago | Press Release | $67.54 $69.17 | ▲ +2.41% | ▲ +1.87% | — |
US Market Status
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