Robertson Stephens Wealth Management, LLC
Position in TTEC — TTEC Holdings, Inc.
CIK 1767307
San Francisco, CA
Position in TTEC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$138,692
-$59,785 QoQ
Shares Held
71,491
-10.0% QoQ
Ownership
0.145%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#31
of 85 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TTEC Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Robertson Stephens Wealth Management, LLC holds $3,851,181 across 4 Information Technology Services names. TTEC ranks #4 (3.6% of the industry book) .
All Filings in TTEC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $138,692 | 71,491 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $198,477 | 79,391 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $366,462 | 101,795 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $170,940 | 50,875 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $172,558 | 35,875 | Shares | Sole | 2025-07-24 | |
| No filing history on record for this holder in this stock. | ||||||