Optimize Financial’s Teradata TDC Stock Holding History

Optimize Financial’s Portfolio TDC Stock Details TDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-66,763	Closed	-$2.03M	–	446
2025 Q4	$2.03M	Buy	66,763 +960	+1%	+$25.1K	1.02%	8
2025 Q3	$1.42M	Buy	+65,803	New	+$1.42M	0.74%	35

Other funds holding TDC

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

LLL

Lynrock Lake LP Rye Brook, New York $1.58B AUM 20.25% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

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

Optimize Financial's TDC Position: Q1 2026 in Review

Optimize Financial sold out of Teradata (TDC) in Q1 2026, closing a stake of 66,763 shares — an estimated $2.03M sold.

Optimize Financial first reported a position in TDC in Q3 2025 and held it in 2 quarters. The position peaked at $2.03M in Q4 2025. 423 funds tracked by Wall St. Rank hold TDC as of Q1 2026.

Optimize Financial reported no remaining Teradata position as of Q1 2026 after selling out during the quarter.
Optimize Financial sold 66,763 Teradata shares in Q1 2026, an estimated $2.03M.
Optimize Financial first reported a position in Teradata in Q3 2025 and held it in 2 quarters.
Optimize Financial's Teradata position peaked at $2.03M in Q4 2025.
423 funds tracked by Wall St. Rank held Teradata as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.