Optimize Financial Inc
Position in BR — Broadridge Financial Solutions, Inc.
CIK 2033266
LAGUNA HILLS, CA
Position in BR
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$393,039
-$13,576 QoQ
Shares Held
2,419
+32.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Mar 31, 2026Optimize Financial Inc holds $12,061,682 across 9 Information Technology Services names. BR ranks #7 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PENG |
Penguin Solutions, Inc.
|
153,470 | $2,701,072 | |
| 2 | IBM |
International Business Machines Corp
|
10,826 | $2,624,114 | |
| 3 | CLVT |
Clarivate PLC
|
1,022,763 | $2,587,590 | |
| 4 | VYX |
NCR Voyix Corp
|
356,989 | $2,259,740 | |
| 5 | JKHY |
Jack Henry & Associates Inc
|
2,772 | $438,086 | |
| 6 | FIS |
Fidelity National Information Services, Inc.
|
9,252 | $434,011 | |
| 7 | BR |
Broadridge Financial Solutions, Inc.
This page
|
2,419 | $393,039 | |
| 8 | EFOR |
Everforth Inc
|
8,190 | $317,034 |
All Filings in BR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $393,039 | 2,419 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $406,615 | 1,822 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $428,229 | 1,798 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $372,808 | 1,534 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $374,358 | 1,544 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $362,648 | 1,604 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||