Position in ADBE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$668,365
-$216,203 QoQ
Shares Held
3,260
-10.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,055
of 1,963 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ADBE Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Legacy Financial Advisors, Inc. holds $9,391,865 across 17 Software - Application names. ADBE ranks #4 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
13,125 | $2,056,162 | |
| 2 | SHOP |
Shopify Inc.
|
11,309 | $1,291,261 | |
| 3 | ADP |
Automatic Data Processing Inc
|
3,074 | $688,422 | |
| 4 | ADBE |
Adobe Inc.
This page
|
3,260 | $668,365 | |
| 5 | ADSK |
Autodesk, Inc.
|
3,422 | $665,305 | |
| 6 | ROP |
Roper Technologies Inc
|
1,743 | $589,813 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
1,455 | $546,090 | |
| 8 | ZM |
Zoom Communications, Inc.
|
5,623 | $485,321 |
All Filings in ADBE
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $668,365 | 3,260 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $884,568 | 3,639 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $673,730 | 1,925 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $652,587 | 1,850 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $542,792 | 1,403 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $773,580 | 2,017 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $674,579 | 1,517 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,068,697 | 2,064 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,091,636 | 1,965 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $832,085 | 1,649 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,109,676 | 1,860 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $877,028 | 1,720 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $686,052 | 1,403 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $490,190 | 1,272 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $424,027 | 1,260 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $207,225 | 753 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $266,857 | 729 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $453,797 | 996 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $390,704 | 689 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $483,029 | 839 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $421,075 | 719 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $328,956 | 692 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $335,080 | 670 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $348,205 | 710 | Shares | Sole | 2020-11-09 | |
| No filing history on record for this holder in this stock. | ||||||