Baker Avenue Asset Management, LP

Position in BR — Broadridge Financial Solutions, Inc.

CIK 1432529 SAN FRANCISCO, CA

Position in BR

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$377,708

-$8,182 QoQ

Shares Held

2,758

+16.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#613

of 1,006 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 61% Shared 0% None 39%

Technology · as of Jun 30, 2026

Baker Avenue Asset Management, LP holds $25,409,989 across 11 Information Technology Services names. BR ranks #6 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp	69,207	$19,461,700
2	VNET	VNET Group, Inc.	335,376	$2,696,423
3	ACN	Accenture plc	5,762	$717,023
4	G	Genpact LTD	17,209	$473,247
5	CDW	CDW Corp	2,849	$400,683
6	BR	Broadridge Financial Solutions, Inc. This page	2,758	$377,708
7	JKHY	Jack Henry & Associates Inc	2,092	$288,152
8	GLOB	Globant S.A.	9,676	$280,023

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$377,708	2,758	+16.1%	Shares	Sole	2026-07-28
2026-03-31	$385,890	2,375	-5.5%	Shares	Sole	2026-05-12
2025-12-31	$561,049	2,514	-11.5%	Shares	Sole	2026-02-10
2025-09-30	$676,402	2,840	+20.5%	Shares	Sole	2025-10-31
2025-06-30	$572,821	2,357	-0.3%	Shares	Sole	2025-08-13
2025-03-31	$572,932	2,363	-29.4%	Shares	Sole	2025-05-08
2024-12-31	$756,723	3,347	+90.1%	Shares	Sole	2025-02-14
2024-09-30	$378,667	1,761	+2.7%	Shares	Sole	2024-11-04
2024-06-30	$337,855	1,715	+1.5%	Shares	Sole	2024-08-08
2024-03-31	$346,008	1,689	-0.6%	Shares	Sole	2024-05-13
2023-12-31	$349,569	1,699	+0.5%	Shares	Sole	2024-02-15
2023-09-30	$302,773	1,691	+1.7%	Shares	Sole	2023-11-15
2023-06-30	$275,277	1,662	-0.1%	Shares	Sole	2023-08-14
2023-03-31	$243,745	1,663	+55333.3%	Shares	Sole	2023-05-16
2022-12-31	$402	3	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.