Position in IT
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$2,814,333
+$980,511 QoQ
Shares Held
17,774
+144.5% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 67.71126364352425.ToString("F0")%
Shared 1.4796894340047262.ToString("F0")%
None 30.809046922471023.ToString("F0")%
Common Shares in IT Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Mar 31, 2026Pathstone Holdings, LLC holds $120,434,994 across 27 Information Technology Services names. IT ranks #8 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EFOR |
Everforth Inc
|
1,202,233 | $46,538,439 | |
| 2 | IBM |
International Business Machines Corp
|
118,559 | $28,737,514 | |
| 3 | ACN |
Accenture plc
|
71,612 | $14,199,941 | |
| 4 | BR |
Broadridge Financial Solutions, Inc.
|
24,398 | $3,964,186 | |
| 5 | CACI |
Caci International Inc /De/
|
7,132 | $3,878,879 | |
| 6 | LDOS |
Leidos Holdings, Inc.
|
20,462 | $3,182,249 | |
| 7 | CTSH |
Cognizant Technology Solutions Corp
|
45,896 | $2,815,718 | |
| 8 | IT |
Gartner Inc
This page
|
17,774 | $2,814,333 |
All Filings in IT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,814,333 | 17,774 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,833,822 | 7,269 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,319,037 | 8,822 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $5,237,881 | 12,958 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $6,178,152 | 14,719 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $7,625,072 | 15,739 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $8,722,858 | 17,213 | Shares | Other | 2024-11-07 | |
| 2024-06-30 | $7,947,911 | 17,699 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $8,551,935 | 17,941 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $4,609,440 | 10,218 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||