Position in ACN
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,615,231
-$5,775,608 QoQ
Shares Held
21,016
-50.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#156
of 721 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ACN Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Atria Investments, Inc holds $28,955,220 across 16 Information Technology Services names. ACN ranks #3 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
56,830 | $15,981,164 | |
| 2 | CDW |
CDW Corp
|
20,474 | $2,879,463 | |
| 3 | ACN |
Accenture plc
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|
21,016 | $2,615,231 | |
| 4 | JKHY |
Jack Henry & Associates Inc
|
14,417 | $1,985,797 | |
| 5 | BR |
Broadridge Financial Solutions, Inc.
|
7,385 | $1,011,375 | |
| 6 | FIS |
Fidelity National Information Services, Inc.
|
17,811 | $692,491 | |
| 7 | SAIC |
Science Applications International Corp
|
6,198 | $684,321 | |
| 8 | EPAM |
EPAM Systems, Inc.
|
6,239 | $495,064 |
All Filings in ACN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,615,231 | 21,016 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $8,390,839 | 42,316 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $13,765,936 | 51,308 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $13,073,745 | 53,016 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $23,864,872 | 79,845 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $22,836,959 | 73,186 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $27,597,925 | 78,450 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $26,616,337 | 75,298 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $21,838,541 | 71,977 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $25,768,720 | 74,345 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $25,216,041 | 71,859 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $20,324,539 | 66,180 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $19,621,059 | 63,585 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $17,326,659 | 60,623 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $14,685,272 | 55,034 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $14,668,930 | 57,011 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $15,713,046 | 56,593 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $19,447,716 | 57,669 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $25,133,337 | 60,628 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $18,893,835 | 59,058 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $17,172,991 | 58,255 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $16,790,475 | 60,780 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $13,360,891 | 51,150 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $11,318,935 | 50,086 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $9,512,954 | 44,304 | Shares | Sole | 2020-09-22 | |
| 2020-03-31 | $7,023,934 | 43,023 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||