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
2020 Q3	–	Sell	-20,900	Closed	-$2.64M	–	3846
2020 Q2	$2.64M	Hold	20,900	–	–	﹤0.01%	2175
2020 Q1	$1.98M	Buy	+20,900	New	+$2.38M	﹤0.01%	2178
2018 Q3	–	Sell	-57,500	Closed	-$6.62M	–	3733
2018 Q2	$6.62M	Buy	57,500 +20,400	+55%	+$2.3M	0.01%	1335
2018 Q1	$4.07M	Buy	+37,100	New	+$3.68M	0.01%	1546
2017 Q2	–	Sell	-8,700	Closed	-$591K	–	3367
2017 Q1	$591K	Hold	8,700	–	–	﹤0.01%	2641
2016 Q4	$577K	Buy	+8,700	New	+$566K	﹤0.01%	2765
2014 Q3	–	Sell	-20,000	Closed	-$833K	–	4112
2014 Q2	$833K	Buy	20,000 +12,100	+153%	+$474K	﹤0.01%	3097
2014 Q1	$293K	Sell	7,900 -79,100	-91%	-$2.97M	﹤0.01%	3919
2013 Q4	$3.44M	Buy	87,000 +60,100	+223%	+$2.17M	﹤0.01%	2010
2013 Q3	$854K	Buy	+26,900	New	+$799K	﹤0.01%	3178

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.