Position in EFOR
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$1,055,660
+$226,414 QoQ
Shares Held
27,271
+58.4% QoQ
Ownership
0.067%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EFOR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026ENVESTNET ASSET MANAGEMENT INC holds $789,452,535 across 33 Information Technology Services names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
1,016,199 | $285,765,320 | |
| 2 | ACN |
Accenture plc
|
1,145,036 | $142,488,279 | |
| 3 | CDW |
CDW Corp
|
473,353 | $66,572,365 | |
| 4 | JKHY |
Jack Henry & Associates Inc
|
445,277 | $61,332,453 | |
| 5 | BR |
Broadridge Financial Solutions, Inc.
|
434,269 | $59,473,139 | |
| 6 | IT |
Gartner Inc
|
199,543 | $25,864,763 | |
| 7 | CACI |
Caci International Inc /De/
|
53,994 | $25,013,260 | |
| 8 | FIS |
Fidelity National Information Services, Inc.
|
525,160 | $20,418,220 |
All Filings in EFOR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,055,660 | 27,271 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $829,246 | 17,215 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,035,497 | 21,869 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,463,847 | 29,318 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,310,816 | 20,800 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,472,447 | 29,667 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,969,655 | 31,853 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,502,504 | 17,041 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,691,035 | 16,142 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,764,142 | 18,344 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,753,342 | 21,466 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,091,416 | 14,431 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,595,779 | 19,303 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,169,567 | 26,627 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,543,282 | 28,143 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,699,106 | 29,907 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $3,358,680 | 28,778 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $3,599,701 | 29,171 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $2,873,303 | 25,396 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $2,355,399 | 24,300 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,454,430 | 25,717 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,964,709 | 23,521 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $1,587,855 | 24,982 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $1,609,121 | 24,132 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $914,258 | 25,885 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||