David Shaw’s Broadridge BR Stock Holding History

David Shaw’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

David Shaw's BR Position: Q2 2026 in Review

David Shaw 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: David Shaw previously reported a position in BR as recently as Q4 2025.

David Shaw 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. 1,011 funds tracked by Wall St. Rank hold BR as of Q2 2026.

David Shaw held 6,179 shares of Broadridge worth $846K as of Q2 2026.
Broadridge was a new David Shaw position in Q2 2026.
Broadridge made up ﹤0.01% of David Shaw's portfolio in Q2 2026, its #3866 holding.
David Shaw first reported a position in Broadridge in Q2 2013 and has held it in 40 quarters since.
David Shaw's Broadridge position peaked at $29.4M in Q2 2022.
1,011 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.