Position in IT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$541,941
-$45,025 QoQ
Shares Held
4,181
+12.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#315
of 647 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in IT Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Waverly Advisors, LLC holds $62,204,383 across 13 Information Technology Services names. IT ranks #5 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
144,368 | $40,597,725 | |
| 2 | ACN |
Accenture plc
|
117,866 | $14,667,245 | |
| 3 | INFY |
Infosys Ltd
|
325,440 | $3,413,865 | |
| 4 | CTSH |
Cognizant Technology Solutions Corp
|
27,510 | $1,065,461 | |
| 5 | IT |
Gartner Inc
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|
4,181 | $541,941 | |
| 6 | FIS |
Fidelity National Information Services, Inc.
|
10,542 | $409,872 | |
| 7 | BR |
Broadridge Financial Solutions, Inc.
|
2,711 | $371,271 | |
| 8 | CDW |
CDW Corp
|
2,314 | $325,440 |
All Filings in IT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $541,941 | 4,181 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $586,966 | 3,707 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $496,234 | 1,967 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $272,333 | 1,036 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $418,367 | 1,035 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $323,199 | 770 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $347,849 | 718 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||