
What smart money is saying about TransUnion
1 fund in our archive has pitched TransUnion — most recently Vulcan Value Partners in December 2025.
TransUnion provides risk and information solutions. The company operates in three segments: U.S. Markets, International, and Consumer Interactive. The U.S. Markets segment provides consumer reports, actionable insights, and analytics to businesses. These businesses use its services to acquire new customers; assess consumer ability to pay for services; identify cross-selling opportunities; measure and manage debt portfolio risk; collect debt; verify consumer identities; and mitigate fraud risk. This segment serves various industry vertical markets, including financial services, insurance, tenant and employment, collections and services, technology, commerce and communication, public sector, media, and other markets. The International segment offers credit reports, analytics, technology solutions, and other value-added risk management services; and consumer services, which help consumers to manage their personal finances and consumer credit reporting, insurance and auto information solutions, and commercial credit information services. This segment serves customers in financial services, retail credit, insurance, automotive, collections, public sector, and communications industries through direct and indirect channels. The Consumer Interactive segment provides credit reports and scores, credit monitoring, identity protection and resolution, and financial management solutions that enable consumers to manage their personal finances and take precautions against identity theft. This segment offers its products through online and mobile interfaces, as well as through direct and indirect channels. The company serves customers in approximately 30 countries and territories, including North America, Latin America, Europe, Africa, India, and the Asia Pacific. The company was formerly known as TransUnion Holding Company, Inc. and changed its name to TransUnion in March 2015. TransUnion was founded in 1968 and is headquartered in Chicago, Illinois.
Position history
Between Q4 2025 and Q1 2026, 1 fund letter reported a position in TransUnion — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q1 2026 | 1 | 1 | 0 | 0 |
| Q4 2025 | 0 | 0 | 0 | 1 |
Fund activity · 1 position · 1 move
- New positionVulcan Value Partners Quarterly CompositeMarch 2026
“We purchased two new positions during the quarter: TransUnion and SAP SE.”
Read the letterTransUnion
Also mentioned · 1
These funds discuss TransUnion — as a competitor, benchmark or comparable — without disclosing a position in it.
- May 2026
“Against trailing twelve-month net operating profit after tax (NOPAT) of KRW81bn ($53m) to March 2026, the shares trade on just 7.7x EV/NOPAT – less than half the 20x-plus multiples typically accorded international peers such as Equifax, Experian, and TransUnion.”
Read the letterTransUnion
Fund coverage · 1 thesis
- Vulcan Value PartnersDecember 2025
TransUnion is a leading credit bureau with high-margin oligopolistic economics, embedded data products, and a focus on deleveraging and buybacks to enhance shareholder returns.
Read the full thesis
Read every full thesis on TransUnion
Unlock all 1 thesis — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.
View plans→