Optimize Financial Inc
Position in BR — Broadridge Financial Solutions, Inc.
CIK 2033266
LAGUNA HILLS, CA
Position in BR
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$330,186
-$62,853 QoQ
Shares Held
2,411
-0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#638
of 1,010 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Optimize Financial Inc holds $21,038,643 across 8 Information Technology Services names. BR ranks #7 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PENG |
Penguin Solutions, Inc.
|
152,938 | $11,624,817 | |
| 2 | IBM |
International Business Machines Corp
|
10,789 | $3,033,974 | |
| 3 | VYX |
NCR Voyix Corp
|
355,750 | $2,906,477 | |
| 4 | CLVT |
Clarivate PLC
|
1,019,212 | $2,201,497 | |
| 5 | JKHY |
Jack Henry & Associates Inc
|
2,763 | $380,575 | |
| 6 | FIS |
Fidelity National Information Services, Inc.
|
9,220 | $358,473 | |
| 7 | BR |
Broadridge Financial Solutions, Inc.
This page
|
2,411 | $330,186 | |
| 8 | LDOS |
Leidos Holdings, Inc.
|
1,968 | $202,644 |
All Filings in BR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $330,186 | 2,411 | Shares | Sole | 2026-08-27 | |
| 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. | ||||||