Vise Technologies, Inc.

Position in BR — Broadridge Financial Solutions, Inc.

CIK 1812090 NEW YORK, NY

Position in BR

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$953,582

+$325,922 QoQ

Shares Held

6,963

+80.2% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#440

of 986 holders

Holding Since

Dec 2021

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Vise Technologies, Inc. holds $33,705,997 across 24 Information Technology Services names. BR ranks #6 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp	64,406	$18,111,611
2	ACN	Accenture plc	28,472	$3,543,055
3	INFY	Infosys Ltd	218,262	$2,289,568
4	WIT	Wipro Ltd	579,850	$1,304,662
5	LDOS	Leidos Holdings, Inc.	9,308	$958,444
6	BR	Broadridge Financial Solutions, Inc. This page	6,963	$953,582
7	CTSH	Cognizant Technology Solutions Corp	15,712	$608,525
8	EXLS	ExlService Holdings, Inc.	22,970	$594,004

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$953,582	6,963	+80.2%	Shares	Sole	2026-08-11
2026-03-31	$627,660	3,863	0.0%	Shares	Sole	2026-04-21
2025-12-31	$862,105	3,863	+19.4%	Shares	Sole	2026-02-11
2025-09-30	$770,479	3,235	-1.3%	Shares	Sole	2025-11-13
2025-06-30	$796,166	3,276	+59.8%	Shares	Sole	2025-08-07
2024-12-31	$463,484	2,050	+36.3%	Shares	Sole	2025-02-18
2022-06-30	$214,395	1,504	-76.8%	Shares	Sole	2022-08-15
2022-03-31	$1,009,467	6,483	-48.3%	Shares	Sole	2022-06-08
2021-12-31	$2,294,573	12,551	—	Shares	Sole	2022-06-07
No filing history on record for this holder in this stock.