Position in ADBE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$7,209,752
-$4,242,270 QoQ
Shares Held
29,660
-9.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
15 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in ADBE Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Waverly Advisors, LLC holds $98,071,792 across 32 Software - Application names. ADBE ranks #5 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
140,659 | $26,256,815 | |
| 2 | UBER |
Uber Technologies, Inc
|
173,360 | $12,469,784 | |
| 3 | NOW |
ServiceNow, Inc.
|
109,932 | $11,493,390 | |
| 4 | INTU |
Intuit Inc.
|
20,891 | $9,032,850 | |
| 5 | ADBE |
Adobe Inc.
This page
|
29,660 | $7,209,752 | |
| 6 | TYL |
Tyler Technologies Inc
|
12,751 | $4,365,687 | |
| 7 | ROP |
Roper Technologies Inc
|
12,252 | $4,335,492 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
14,334 | $3,982,988 |
All Filings in ADBE
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,209,752 | 29,660 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,452,022 | 32,721 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $10,533,115 | 29,860 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $11,403,288 | 29,475 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $8,656,655 | 22,571 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,819,271 | 6,340 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,439,779 | 4,712 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,597,704 | 4,676 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,759,034 | 3,486 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $729,044 | 1,222 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $584,345 | 1,146 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $374,565 | 766 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $212,723 | 552 | Shares | Other | 2023-05-16 | |
| 2021-09-30 | $341,977 | 594 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $350,212 | 598 | Shares | Other | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||