Position in IT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$541,033
+$139,642 QoQ
Shares Held
4,174
+64.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#316
of 647 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IT Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026TRANSCEND CAPITAL ADVISORS, LLC holds $18,802,828 across 5 Information Technology Services names. IT ranks #2 (2.9% of the industry book) .
All Filings in IT
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $541,033 | 4,174 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $401,391 | 2,535 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $689,733 | 2,734 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $529,945 | 2,016 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $540,037 | 1,336 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $470,528 | 1,121 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $547,935 | 1,131 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $578,213 | 1,141 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $512,377 | 1,141 | Shares | Sole | 2024-07-02 | |
| No filing history on record for this holder in this stock. | ||||||