Position in WIT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$220,432
-$2,712 QoQ
Shares Held
97,970
-6.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#124
of 296 holders
Holding Since
Jun 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WIT Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Atria Investments, Inc holds $28,955,220 across 16 Information Technology Services names. WIT ranks #16 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
56,830 | $15,981,164 | |
| 2 | CDW |
CDW Corp
|
20,474 | $2,879,463 | |
| 3 | ACN |
Accenture plc
|
21,016 | $2,615,231 | |
| 4 | JKHY |
Jack Henry & Associates Inc
|
14,417 | $1,985,797 | |
| 5 | BR |
Broadridge Financial Solutions, Inc.
|
7,385 | $1,011,375 | |
| 6 | FIS |
Fidelity National Information Services, Inc.
|
17,811 | $692,491 | |
| 7 | SAIC |
Science Applications International Corp
|
6,198 | $684,321 | |
| 8 | EPAM |
EPAM Systems, Inc.
|
6,239 | $495,064 |
All Filings in WIT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $220,432 | 97,970 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $223,144 | 105,257 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $270,203 | 95,142 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $251,280 | 95,544 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $202,581 | 67,080 | Shares | Sole | 2025-08-04 | |
| 2024-06-30 | $101,784 | 16,686 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||