Position in ACN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$14,667,245
-$7,311,416 QoQ
Shares Held
117,866
+6.3% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#288
of 1,875 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in ACN Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Waverly Advisors, LLC holds $62,204,383 across 13 Information Technology Services names. ACN ranks #2 (23.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
144,368 | $40,597,725 | |
| 2 | ACN |
Accenture plc
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|
117,866 | $14,667,245 | |
| 3 | INFY |
Infosys Ltd
|
325,440 | $3,413,865 | |
| 4 | CTSH |
Cognizant Technology Solutions Corp
|
27,510 | $1,065,461 | |
| 5 | IT |
Gartner Inc
|
4,181 | $541,941 | |
| 6 | FIS |
Fidelity National Information Services, Inc.
|
10,542 | $409,872 | |
| 7 | BR |
Broadridge Financial Solutions, Inc.
|
2,711 | $371,271 | |
| 8 | CDW |
CDW Corp
|
2,314 | $325,440 |
All Filings in ACN
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,667,245 | 117,866 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $21,978,661 | 110,841 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $28,777,053 | 107,257 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $24,542,125 | 99,522 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $29,116,668 | 97,416 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $29,540,514 | 94,669 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $24,342,812 | 69,197 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $23,923,172 | 67,679 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $18,004,045 | 59,339 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $7,988,667 | 23,048 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,411,897 | 9,723 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $3,002,307 | 9,776 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $3,011,123 | 9,758 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $2,752,921 | 9,632 | Shares | Other | 2023-05-16 | |
| 2022-12-31 | $2,566,466 | 9,618 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $2,490,921 | 9,681 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $224,617 | 809 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $282,598 | 838 | Shares | Other | 2022-05-17 | |
| 2021-12-31 | $337,857 | 815 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $333,676 | 1,043 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $277,692 | 942 | Shares | Other | 2021-08-17 | |
| 2021-03-31 | $266,305 | 964 | Shares | Sole | 2021-05-24 | |
| No filing history on record for this holder in this stock. | ||||||