Position in ADBE
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$1,068,336
-$397,772 QoQ
Shares Held
4,395
+4.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in ADBE Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Naviter Wealth, LLC holds $9,412,574 across 7 Software - Application names. ADBE ranks #5 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SAP |
Sap SE
|
19,113 | $3,272,336 | |
| 2 | CRM |
Salesforce, Inc.
|
7,795 | $1,455,092 | |
| 3 | UBER |
Uber Technologies, Inc
|
19,760 | $1,421,336 | |
| 4 | INTU |
Intuit Inc.
|
2,890 | $1,249,578 | |
| 5 | ADBE |
Adobe Inc.
This page
|
4,395 | $1,068,336 | |
| 6 | NOW |
ServiceNow, Inc.
|
9,030 | $944,086 | |
| 7 | CXAI |
CXApp Inc.
|
10,000 | $1,810 |
All Filings in ADBE
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,068,336 | 4,395 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,466,108 | 4,189 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,875,924 | 5,318 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,254,349 | 5,827 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,248,252 | 5,862 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $2,711,213 | 6,097 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,549,030 | 4,923 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,658,814 | 4,786 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,123,356 | 4,208 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $2,089,293 | 3,502 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,277,809 | 2,506 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,265,995 | 2,589 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $964,581 | 2,503 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $1,204,777 | 3,580 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $827,801 | 3,008 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $963,103 | 2,631 | Shares | Sole | 2022-07-18 | |
| No filing history on record for this holder in this stock. | ||||||