Atria Investments, Inc

Position in CDW — CDW Corp

CIK 1535865 Charlotte, NC

Position in CDW

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$2,879,463

+$882,028 QoQ

Shares Held

20,474

+24.0% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#34

of 230 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Atria Investments, Inc holds $28,955,220 across 16 Information Technology Services names. CDW ranks #2 (9.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp	56,830	$15,981,164
2	CDW	CDW Corp This page	20,474	$2,879,463
3	ACN	Accenture plc	21,016	$2,615,231
4	JKHY	Jack Henry & Associates Inc	14,417	$1,985,797
5	BR	Broadridge Financial Solutions, Inc.	7,385	$1,011,375
6	FIS	Fidelity National Information Services, Inc.	17,811	$692,491
7	SAIC	Science Applications International Corp	6,198	$684,321
8	EPAM	EPAM Systems, Inc.	6,239	$495,064

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,879,463	20,474	+24.0%	Shares	Sole	2026-07-28
2026-03-31	$1,997,435	16,505	+29.9%	Shares	Sole	2026-05-05
2025-12-31	$1,730,557	12,706	-3.0%	Shares	Sole	2026-02-05
2025-09-30	$2,085,453	13,093	-7.8%	Shares	Sole	2025-11-06
2025-06-30	$2,535,085	14,195	+9.1%	Shares	Sole	2025-08-04
2025-03-31	$2,084,341	13,006	+35.8%	Shares	Sole	2025-05-06
2024-12-31	$1,667,303	9,580	-53.8%	Shares	Sole	2025-02-06
2024-09-30	$4,691,425	20,731	-5.9%	Shares	Sole	2024-11-01
2024-06-30	$4,930,076	22,025	+32.7%	Shares	Sole	2024-08-13
2024-03-31	$4,246,715	16,603	+7.0%	Shares	Sole	2024-05-21
2023-12-31	$3,527,779	15,519	-17.0%	Shares	Sole	2024-02-14
2023-09-30	$3,770,894	18,690	-2.5%	Shares	Sole	2023-11-07
2023-06-30	$3,518,062	19,172	-28.4%	Shares	Sole	2023-08-04
2023-03-31	$5,215,451	26,761	-6.2%	Shares	Sole	2023-05-10
2022-12-31	$5,093,815	28,524	+15.3%	Shares	Sole	2023-01-31
2022-09-30	$3,860,794	24,736	+15.8%	Shares	Sole	2022-11-01
2022-06-30	$3,365,954	21,363	-31.1%	Shares	Sole	2022-08-11
2022-03-31	$5,549,525	31,022	+0.4%	Shares	Sole	2022-05-02
2021-12-31	$6,330,364	30,913	+7.0%	Shares	Sole	2022-02-04
2021-09-30	$5,256,737	28,880	+11.9%	Shares	Sole	2021-11-16
2021-06-30	$4,507,017	25,806	+6.8%	Shares	Sole	2021-08-10
2021-03-31	$4,005,017	24,163	+1.8%	Shares	Sole	2021-05-11
2020-12-31	$3,127,640	23,732	-0.5%	Shares	Sole	2021-02-12
2020-09-30	$2,850,431	23,847	+35.3%	Shares	Sole	2020-11-05
2020-06-30	$2,047,904	17,627	-14.1%	Shares	Sole	2020-09-22
2020-03-31	$1,914,366	20,525	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.