Advertisement
Screener

Insight Folios Inc Current Holdings: USA Stocks, 2024 Q3, Page 2

Insight Folios Inc current holdings: USA Stocks

Insight Folios Inc reported $0.25 billion in share positions in stocks (listed in the US), 104 positions, in its Form 13F for the quarter ended 2024-09-30; the largest are OKE, OHI, T.

  • FOUR: Country of operation United States; Class CL A; Shares 2,366; Value $209,628.
  • AIT: Country of operation United States; Class COM; Shares 915; Value $204,164.
  • PCTY: Country of operation United States; Class COM; Shares 1,229; Value $202,748.
  • ASUR: Country of operation United States; Class COM; Shares 19,319; Value $174,837.

Form 13F-HR as filed (SEC CIK 1792942): quarter ended 2024-09-30, filed 2024-10-24. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.

Performance is each holding's price change from its close on the 2024-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.

StockCountry of operationClassSharesValue% of listedQuarter endFiledPerformance
FOUR
SHIFT4 PMTS INC
United StatesCL A2,366$209,6280.08%2024-09-302024-10-24-58.15%
AIT
APPLIED INDL TECHNOLOGIES IN
United StatesCOM915$204,1640.08%2024-09-302024-10-24+50.65%
PCTY
PAYLOCITY HLDG CORP
United StatesCOM1,229$202,7480.07%2024-09-302024-10-24-13.81%
ASUR
ASURE SOFTWARE INC
United StatesCOM19,319$174,8370.06%2024-09-302024-10-24-15.47%

Similar Firms

Firm NameCountry13F ValueHoldings
Not available yet