Position in G
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$453,854
-$340,189 QoQ
Shares Held
12,184
-28.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in G Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Atria Investments, Inc holds $28,955,220 across 16 Information Technology Services names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
56,830 | $15,981,164 | |
| 2 | CDW |
CDW Corp
|
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 |
All Filings in G
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $453,854 | 12,184 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $794,043 | 16,974 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $676,314 | 16,145 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $733,910 | 16,676 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,026,391 | 20,373 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,269,387 | 29,555 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,181,044 | 30,121 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $673,704 | 20,929 | Shares | Sole | 2024-08-13 | |
| 2023-06-30 | $1,230,154 | 32,743 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,156,840 | 25,029 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,198,622 | 25,877 | Shares | Sole | 2023-01-31 | |
| 2022-03-31 | $1,136,089 | 26,111 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,352,372 | 25,478 | Shares | Sole | 2022-02-04 | |
| 2020-03-31 | $586,774 | 20,095 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||