MATTERN CAPITAL MANAGEMENT, LLC

Position in BR — Broadridge Financial Solutions, Inc.

CIK 1803227 LAKEWOOD, CO

Position in BR

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$9,093,069

-$1,085,165 QoQ

Shares Held

66,397

+6.0% QoQ

Ownership

0.058%

of shares outstanding

% of Portfolio

1.15%

of 13F equity value

Holder Rank

#149

of 1,003 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

MATTERN CAPITAL MANAGEMENT, LLC holds $25,431,059 across 4 Information Technology Services names. BR ranks #1 (35.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BR	Broadridge Financial Solutions, Inc. This page	66,397	$9,093,069
2	JKHY	Jack Henry & Associates Inc	61,106	$8,416,740
3	ACN	Accenture plc	54,367	$6,765,429
4	IT	Gartner Inc	8,917	$1,155,821

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,093,069	66,397	+6.0%	Shares	Sole	2026-07-24
2026-03-31	$10,178,234	62,643	+41.4%	Shares	Sole	2026-05-04
2025-12-31	$9,888,662	44,310	+5.9%	Shares	Sole	2026-01-29
2025-09-30	$9,968,367	41,854	-1.0%	Shares	Sole	2025-10-21
2025-06-30	$10,270,204	42,259	+0.3%	Shares	Sole	2025-07-21
2025-03-31	$10,220,416	42,153	-4.7%	Shares	Sole	2025-04-23
2024-12-31	$10,003,804	44,247	+0.1%	Shares	Sole	2025-02-03
2024-09-30	$9,508,841	44,221	-0.3%	Shares	Sole	2024-10-24
2024-06-30	$8,739,708	44,364	-0.4%	Shares	Sole	2024-08-02
2024-03-31	$9,125,693	44,546	-1.5%	Shares	Sole	2024-05-14
2023-12-31	$9,303,192	45,216	+0.9%	Shares	Sole	2024-02-14
2023-09-30	$8,024,483	44,817	+3.2%	Shares	Sole	2023-11-08
2023-06-30	$7,191,488	43,419	+2.6%	Shares	Sole	2023-08-08
2023-03-31	$6,202,695	42,319	+1.9%	Shares	Sole	2023-05-12
2022-12-31	$5,571,089	41,535	+4.4%	Shares	Sole	2023-02-06
2022-09-30	$5,741,771	39,785	-2.4%	Shares	Sole	2022-11-08
2022-06-30	$5,812,761	40,777	+6.0%	Shares	Sole	2022-08-08
2022-03-31	$5,992,810	38,487	+2.9%	Shares	Sole	2022-05-03
2021-12-31	$6,835,639	37,390	-0.2%	Shares	Sole	2022-02-03
2021-09-30	$6,246,167	37,483	+2.1%	Shares	Sole	2021-11-01
2021-06-30	$5,929,281	36,707	+3.5%	Shares	Sole	2021-08-03
2021-03-31	$5,431,528	35,477	+1.4%	Shares	Sole	2021-05-17
2020-12-31	$5,358,936	34,980	-0.1%	Shares	Sole	2021-02-03
2020-09-30	$4,622,640	35,020	+0.3%	Shares	Sole	2020-11-16
2020-06-30	$4,408,069	34,932	+1.2%	Shares	Sole	2020-08-07
2020-03-31	$3,274,764	34,533	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.