Position in ADBE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,504,846
-$194,283 QoQ
Shares Held
7,340
+5.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#815
of 1,963 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ADBE Over Time
Shares Held
Position Value (USD)
Derivatives in ADBE
reported options exposure · as of Dec 31, 2024CallValue
$44,468
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026MISSION WEALTH MANAGEMENT, LP holds $37,641,380 across 27 Software - Application names. ADBE ranks #8 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
37,028 | $8,292,420 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
12,056 | $4,524,857 | |
| 3 | CRM |
Salesforce, Inc.
|
17,471 | $2,737,006 | |
| 4 | SHOP |
Shopify Inc.
|
23,152 | $2,643,495 | |
| 5 | NOW |
ServiceNow, Inc.
|
26,193 | $2,600,441 | |
| 6 | INTU |
Intuit Inc.
|
8,949 | $2,335,689 | |
| 7 | APPF |
Appfolio Inc
|
14,067 | $2,255,643 | |
| 8 | ADBE |
Adobe Inc.
This page
|
7,340 | $1,504,846 |
All Filings in ADBE
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,504,846 | 7,340 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,699,129 | 6,990 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,220,336 | 6,344 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,491,120 | 7,062 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,622,357 | 9,363 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $3,088,950 | 8,054 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $3,420,478 | 7,692 | Shares | Sole | 2025-02-06 | |
| 2024-12-31 | $44,468 | 100 | Call | Sole | 2025-02-06 | |
| 2024-09-30 | $4,180,555 | 8,074 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $6,545,372 | 11,782 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $7,363,627 | 14,593 | Shares | Sole | 2024-04-30 | |
| 2024-03-31 | $50,460 | 100 | Call | Sole | 2024-04-30 | |
| 2023-12-31 | $8,358,366 | 14,010 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $7,444,030 | 14,599 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $2,380,892 | 4,869 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,854,785 | 4,813 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $1,607,267 | 4,776 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,149,510 | 4,177 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,373,091 | 3,751 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,399,664 | 3,072 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,566,219 | 2,762 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,685,708 | 2,928 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $1,670,245 | 2,852 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,385,228 | 2,914 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,202,788 | 2,405 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $1,032,845 | 2,106 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $873,667 | 2,007 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $532,097 | 1,672 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||