Position in ADBE
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$1,374,611
-$159,038 QoQ
Shares Held
5,655
+29.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ADBE Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $26,401,758 across 139 Software - Application names. ADBE ranks #4 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSTR |
Strategy Inc
|
55,861 | $6,971,447 | |
| 2 | CRM |
Salesforce, Inc.
|
11,249 | $2,099,841 | |
| 3 | SNOW |
Snowflake Inc.
|
10,629 | $1,603,059 | |
| 4 | ADBE |
Adobe Inc.
This page
|
5,655 | $1,374,611 | |
| 5 | NOW |
ServiceNow, Inc.
|
12,076 | $1,262,539 | |
| 6 | UBER |
Uber Technologies, Inc
|
13,013 | $936,015 | |
| 7 | ADP |
Automatic Data Processing Inc
|
4,552 | $924,868 | |
| 8 | INTU |
Intuit Inc.
|
2,050 | $886,373 |
All Filings in ADBE
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,374,611 | 5,655 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,533,649 | 4,382 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,435,338 | 4,069 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,597,811 | 4,130 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,052,403 | 2,744 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,045,438 | 2,351 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,297,552 | 2,506 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,353,848 | 2,437 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,834,217 | 3,635 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $2,287,959 | 3,835 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,973,310 | 3,870 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,755,472 | 3,590 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,193,874 | 3,098 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,092,037 | 3,245 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $454,077 | 1,650 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $673,181 | 1,839 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $630,577 | 1,384 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $548,345 | 967 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||