Waterloo Capital, L.P.

Position in BR — Broadridge Financial Solutions, Inc.

CIK 1730942 Austin, TX

Position in BR

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$245,962

-$1,435,381 QoQ

Shares Held

1,796

-82.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#708

of 1,006 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Waterloo Capital, L.P. holds $7,216,673 across 5 Information Technology Services names. BR ranks #5 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PONY	Pony AI Inc.	449,283	$3,122,516
2	IBM	International Business Machines Corp	8,081	$2,272,458
3	LDOS	Leidos Holdings, Inc.	12,875	$1,325,738
4	ACN	Accenture plc	2,009	$249,999
5	BR	Broadridge Financial Solutions, Inc. This page	1,796	$245,962

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$245,962	1,796	-82.6%	Shares	Sole	2026-07-29
2026-03-31	$1,681,343	10,348	+3.4%	Shares	Sole	2026-05-12
2025-12-31	$2,232,815	10,005	+4.3%	Shares	Sole	2026-02-10
2025-09-30	$2,285,241	9,595	+1.5%	Shares	Sole	2025-11-05
2025-06-30	$2,298,334	9,457	+6.1%	Shares	Sole	2025-08-12
2025-03-31	$2,161,773	8,916	+9.8%	Shares	Sole	2025-05-12
2024-12-31	$1,836,529	8,123	+5.3%	Shares	Sole	2025-02-13
2024-09-30	$1,658,311	7,712	+3.4%	Shares	Sole	2024-11-14
2024-06-30	$1,468,635	7,455	+3.1%	Shares	Sole	2024-08-12
2024-03-31	$1,481,342	7,231	-0.6%	Shares	Sole	2024-05-14
2023-12-31	$1,497,037	7,276	+1.0%	Shares	Sole	2024-02-13
2023-09-30	$1,290,055	7,205	+4.7%	Shares	Sole	2023-11-14
2023-06-30	$1,139,534	6,880	+0.1%	Shares	Sole	2023-08-11
2023-03-31	$1,007,229	6,872	-1.4%	Shares	Sole	2023-05-15
2020-03-31	$661,249	6,973	—	Shares	Sole	2020-06-01
No filing history on record for this holder in this stock.