D.E. Shaw & Co’s Broadridge BR Stock Holding History

D.E. Shaw & Co’s Portfolio BR Stock Details BR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.78M	Buy	+13,000	New	+$1.96M	﹤0.01%	3291
2020 Q3	–	Sell	-50,000	Closed	-$6.31M	–	3845
2020 Q2	$6.31M	Hold	50,000	–	–	0.01%	1486
2020 Q1	$4.74M	Buy	50,000 +21,400	+75%	+$2.44M	0.01%	1507
2019 Q4	$3.53M	Hold	28,600	–	–	﹤0.01%	2021
2019 Q3	$3.56M	Buy	+28,600	New	+$3.68M	﹤0.01%	1898
2018 Q4	–	Sell	-44,900	Closed	-$5.92M	–	3758
2018 Q3	$5.92M	Sell	44,900 -6,300	-12%	-$800K	0.01%	1468
2018 Q2	$5.89M	Buy	+51,200	New	+$5.78M	0.01%	1416
2017 Q2	–	Sell	-21,000	Closed	-$1.43M	–	3366
2017 Q1	$1.43M	Hold	21,000	–	–	﹤0.01%	2069
2016 Q4	$1.39M	Buy	+21,000	New	+$1.37M	﹤0.01%	2260
2014 Q4	–	Sell	-10,000	Closed	-$416K	–	4016
2014 Q3	$416K	Sell	10,000 -20,000	-67%	-$831K	﹤0.01%	3487
2014 Q2	$1.25M	Buy	30,000 +21,600	+257%	+$846K	﹤0.01%	2730
2014 Q1	$312K	Sell	8,400 -8,900	-51%	-$334K	﹤0.01%	3891
2013 Q4	$684K	Sell	17,300 -12,200	-41%	-$441K	﹤0.01%	3479
2013 Q3	$937K	Buy	+29,500	New	+$877K	﹤0.01%	3102

Other funds holding BR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jupiter Topco New York $245B AUM

D.E. Shaw & Co's BR Position: Q2 2026 in Review

D.E. Shaw & Co opened a new position in Broadridge (BR) in Q2 2026: 6,179 shares worth $846K. The stake represents ﹤0.01% of the portfolio and ranks #3866 among its holdings. This is a return to the name: D.E. Shaw & Co previously reported a position in BR as recently as Q4 2025.

D.E. Shaw & Co first reported a position in BR in Q2 2013 and has held it in 40 quarters since. The position peaked at $29.4M in Q2 2022. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

D.E. Shaw & Co held 6,179 shares of Broadridge worth $846K as of Q2 2026.
Broadridge was a new D.E. Shaw & Co position in Q2 2026.
Broadridge made up ﹤0.01% of D.E. Shaw & Co's portfolio in Q2 2026, its #3866 holding.
D.E. Shaw & Co first reported a position in Broadridge in Q2 2013 and has held it in 40 quarters since.
D.E. Shaw & Co's Broadridge position peaked at $29.4M in Q2 2022.
1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.