Position in ADBE
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$15,336,889
-$5,107,426 QoQ
Shares Held
63,094
+8.0% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 91.9913145465496.ToString("F0")%
Shared 0.ToString("F0")%
None 8.008685453450408.ToString("F0")%
Common Shares in ADBE Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026EP Wealth Advisors, LLC holds $106,704,311 across 35 Software - Application names. ADBE ranks #4 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
114,345 | $23,232,617 | |
| 2 | CRM |
Salesforce, Inc.
|
116,293 | $21,708,414 | |
| 3 | INTU |
Intuit Inc.
|
35,794 | $15,476,609 | |
| 4 | ADBE |
Adobe Inc.
This page
|
63,094 | $15,336,889 | |
| 5 | SNOW |
Snowflake Inc.
|
46,585 | $7,025,949 | |
| 6 | UBER |
Uber Technologies, Inc
|
70,594 | $5,077,826 | |
| 7 | SHOP |
Shopify Inc.
|
21,248 | $2,520,437 | |
| 8 | NOW |
ServiceNow, Inc.
|
23,124 | $2,417,614 |
All Filings in ADBE
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,336,889 | 63,094 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $20,444,315 | 58,414 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $19,969,584 | 51,617 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $18,679,061 | 48,703 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $20,164,459 | 45,346 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $23,682,221 | 45,738 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $4,965,972 | 8,939 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $4,330,981 | 8,583 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,078,259 | 8,512 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $4,398,907 | 8,627 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $6,753,440 | 13,811 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,071,398 | 7,970 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $2,590,271 | 7,697 | Shares | Sole | 2023-06-12 | |
| 2022-06-30 | $2,590,606 | 7,077 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,369,679 | 5,201 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $2,815,452 | 4,965 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $2,674,795 | 4,646 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $2,707,413 | 4,623 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $2,121,100 | 4,462 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,096,503 | 4,192 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $1,957,306 | 3,991 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $1,745,157 | 4,009 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,321,014 | 4,151 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||