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Optima Capital’s Information Services Group III Stock Holding History

Optima Capital’s Portfolio III Stock Details III Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-107
Closed -$618 – 699
2025
Q4 		$618 Buy
+107
New +$601 ﹤0.01% 1079

Other funds holding III

PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIC
Crawford Investment Counsel Atlanta, Georgia $5.85B AUM 12.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return

Optima Capital's III Position: Q1 2026 in Review

Optima Capital sold out of Information Services Group (III) in Q1 2026, closing a stake of 107 shares — an estimated $618 sold.

Optima Capital first reported a position in III in Q4 2025 and held it in 1 quarter. The position peaked at $618 in Q4 2025. 143 funds tracked by Wall St. Rank hold III as of Q1 2026.

  • Optima Capital reported no remaining Information Services Group position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 107 Information Services Group shares in Q1 2026, an estimated $618.
  • Optima Capital first reported a position in Information Services Group in Q4 2025 and held it in 1 quarter.
  • Optima Capital's Information Services Group position peaked at $618 in Q4 2025.
  • 143 funds tracked by Wall St. Rank held Information Services Group as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.