Position in ACN
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$864,857
-$434,140 QoQ
Shares Held
6,950
+6.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#931
of 1,875 holders
Holding Since
Dec 2023
11 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, 2026Compound Planning, Inc. holds $14,434,636 across 9 Information Technology Services names. ACN ranks #2 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
42,292 | $11,892,932 | |
| 2 | ACN |
Accenture plc
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|
6,950 | $864,857 | |
| 3 | INFY |
Infosys Ltd
|
31,282 | $328,148 | |
| 4 | CTSH |
Cognizant Technology Solutions Corp
|
7,913 | $306,469 | |
| 5 | BR |
Broadridge Financial Solutions, Inc.
|
2,229 | $305,261 | |
| 6 | LDOS |
Leidos Holdings, Inc.
|
2,140 | $220,354 | |
| 7 | CDW |
CDW Corp
|
1,526 | $214,615 | |
| 8 | JKHY |
Jack Henry & Associates Inc
|
1,520 | $209,364 |
All Filings in ACN
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $864,857 | 6,950 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,298,997 | 6,551 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,445,600 | 5,388 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $750,897 | 3,045 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,170,453 | 3,916 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $850,309 | 2,725 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $999,435 | 2,841 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $813,710 | 2,302 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $502,446 | 1,656 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $437,421 | 1,262 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $338,979 | 966 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||