Synergy Investment Management, LLC
Position in WSE — Wise Group plc
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in WSE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,369
New position
Shares Held
115
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#195
of 209 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Information Technology Services
Technology · as of Jun 30, 2026Synergy Investment Management, LLC holds $208,533 across 15 Information Technology Services names. WSE ranks #7 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
444 | $124,855 | |
| 2 | CIFR |
Cipher Digital Inc.
|
2,477 | $60,686 | |
| 3 | CDW |
CDW Corp
|
50 | $7,032 | |
| 4 | CACI |
Caci International Inc /De/
|
9 | $4,169 | |
| 5 | EXLS |
ExlService Holdings, Inc.
|
100 | $2,586 | |
| 6 | ACN |
Accenture plc
|
18 | $2,239 | |
| 7 | WSE |
Wise Group plc
This page
|
115 | $1,369 | |
| 8 | FIS |
Fidelity National Information Services, Inc.
|
33 | $1,283 |
All Filings in WSE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,369 | 115 | Shares | Other | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||