Position in PSN
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$6,245,254
+$738,820 QoQ
Shares Held
119,207
+17.3% QoQ
Ownership
0.111%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#62
of 341 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSN Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026ENVESTNET ASSET MANAGEMENT INC holds $789,452,535 across 33 Information Technology Services names. PSN ranks #14 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
1,016,199 | $285,765,320 | |
| 2 | ACN |
Accenture plc
|
1,145,036 | $142,488,279 | |
| 3 | CDW |
CDW Corp
|
473,353 | $66,572,365 | |
| 4 | JKHY |
Jack Henry & Associates Inc
|
445,277 | $61,332,453 | |
| 5 | BR |
Broadridge Financial Solutions, Inc.
|
434,269 | $59,473,139 | |
| 6 | IT |
Gartner Inc
|
199,543 | $25,864,763 | |
| 7 | CACI |
Caci International Inc /De/
|
53,994 | $25,013,260 | |
| 8 | FIS |
Fidelity National Information Services, Inc.
|
525,160 | $20,418,220 |
All Filings in PSN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,245,254 | 119,207 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $5,506,434 | 101,651 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $6,639,853 | 107,441 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $12,326,721 | 148,658 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $11,460,520 | 159,684 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $9,296,029 | 157,001 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $13,892,573 | 150,597 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $14,759,884 | 142,360 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $11,446,855 | 139,920 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $12,133,345 | 146,273 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $9,837,944 | 156,880 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $9,032,535 | 166,192 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,957,095 | 61,427 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,598,051 | 58,070 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,601,285 | 56,244 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,383,281 | 60,798 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,540,437 | 62,851 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $2,455,592 | 63,452 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,047,669 | 60,852 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $2,059,596 | 61,007 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $1,938,873 | 49,260 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,384,908 | 34,246 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,037,248 | 28,488 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $1,769,369 | 52,754 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $1,132,644 | 31,254 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $847,802 | 26,527 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||