Holocene Advisors
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Holocene Advisors’s Broadridge BR Stock Holding History

Holocene Advisors’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
2025
Q4 		– Sell
-8,984
Closed -$2.14M – 757
2025
Q3 		$2.14M Buy
8,984
+6,405
+248% +$1.6M ﹤0.01% 525
2025
Q2 		$627K Buy
+2,579
New +$613K ﹤0.01% 688
2025
Q1 		– Sell
-15,245
Closed -$3.45M – 752
2024
Q4 		$3.45M Buy
+15,245
New +$3.41M 0.01% 466
2024
Q3 		– Sell
-28,264
Closed -$5.57M – 722
2024
Q2 		$5.57M Buy
+28,264
New +$5.61M 0.02% 309
2024
Q1 		– Sell
-7,844
Closed -$1.61M – 722
2023
Q4 		$1.61M Sell
7,844
-11,194
-59% -$2.07M 0.01% 564
2023
Q3 		$3.41M Sell
19,038
-32,583
-63% -$5.77M 0.01% 449
2023
Q2 		$8.55M Buy
51,621
+2,614
+5% +$396K 0.04% 286
2023
Q1 		$7.18M Buy
49,007
+18,791
+62% +$2.69M 0.04% 267
2022
Q4 		$4.05M Buy
30,216
+22,918
+314% +$3.26M 0.02% 316
2022
Q3 		$1.05M Sell
7,298
-54,262
-88% -$8.81M 0.01% 605
2022
Q2 		$8.78M Buy
61,560
+16,772
+37% +$2.43M 0.05% 229
2022
Q1 		$6.97M Buy
+44,788
New +$6.87M 0.04% 247
2021
Q4 		– Sell
-23,131
Closed -$3.85M – 860
2021
Q3 		$3.85M Buy
23,131
+5,325
+30% +$907K 0.02% 395
2021
Q2 		$2.88M Sell
17,806
-3,903
-18% -$624K 0.02% 477
2021
Q1 		$3.32M Buy
21,709
+17,692
+440% +$2.61M 0.02% 476
2020
Q4 		$615K Sell
4,017
-1,217
-23% -$177K ﹤0.01% 618
2020
Q3 		$691K Sell
5,234
-5,599
-52% -$749K 0.01% 539
2020
Q2 		$1.37M Sell
10,833
-12,783
-54% -$1.48M 0.01% 379
2020
Q1 		$2.24M Buy
+23,616
New +$2.69M 0.02% 253
2019
Q3 		– Sell
-10,186
Closed -$1.3M – 716
2019
Q2 		$1.3M Sell
10,186
-6,029
-37% -$726K 0.02% 246
2019
Q1 		$1.68M Buy
+16,215
New +$1.63M 0.03% 168

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

Holocene Advisors's BR Position: Q4 2025 in Review

Holocene Advisors sold out of Broadridge (BR) in Q4 2025, closing a stake of 8,984 shares — an estimated $2.14M sold.

Holocene Advisors first reported a position in BR in Q1 2019 and held it in 21 quarters. The position peaked at $8.78M in Q2 2022. 1,131 funds tracked by Wall St. Rank hold BR as of Q4 2025.

  • Holocene Advisors reported no remaining Broadridge position as of Q4 2025 after selling out during the quarter.
  • Holocene Advisors sold 8,984 Broadridge shares in Q4 2025, an estimated $2.14M.
  • Holocene Advisors first reported a position in Broadridge in Q1 2019 and held it in 21 quarters.
  • Holocene Advisors's Broadridge position peaked at $8.78M in Q2 2022.
  • 1,131 funds tracked by Wall St. Rank held Broadridge as of Q4 2025.

Based on Holocene Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.