Position in IT
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$344,864
-$930,159 QoQ
Shares Held
2,178
-56.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IT 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 IT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $344,864 | 2,178 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,275,023 | 5,054 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,642,411 | 6,248 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $5,330,044 | 13,186 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $5,595,973 | 13,332 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $7,857,134 | 16,218 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $9,519,486 | 18,785 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $8,250,579 | 18,373 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $8,524,289 | 17,883 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $7,842,096 | 17,384 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,857,519 | 17,047 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $5,455,727 | 15,574 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $4,689,784 | 14,396 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $4,518,393 | 13,442 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $3,805,040 | 13,752 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $2,991,437 | 12,370 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $3,602,240 | 12,110 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $4,541,402 | 13,584 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $3,513,156 | 11,561 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $2,654,269 | 10,959 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,030,321 | 11,122 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,688,402 | 10,540 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,121,176 | 8,973 | Shares | Sole | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||