Compound Planning, Inc.

Position in ADBE — Adobe Inc.

CIK 1978879 NEW YORK, NY

Position in ADBE

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$928,945

-$348,439 QoQ

Shares Held

4,531

-13.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#958

of 1,963 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Compound Planning, Inc. holds $45,135,702 across 33 Software - Application names. ADBE ranks #11 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FIG	Figma, Inc.	809,025	$14,635,261
2	NOW	ServiceNow, Inc.	58,018	$5,760,026
3	SHOP	Shopify Inc.	28,597	$3,265,205
4	UBER	Uber Technologies, Inc	38,771	$2,797,715
5	ADP	Automatic Data Processing Inc	9,591	$2,147,904
6	CRM	Salesforce, Inc.	12,013	$1,881,956
7	VIA	Via Transportation, Inc.	87,620	$1,589,425
8	SAP	Sap SE	10,200	$1,571,921

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$928,945	4,531	-13.8%	Shares	Other	2026-08-04
2026-03-31	$1,277,384	5,255	+1.4%	Shares	Other	2026-05-14
2025-12-31	$1,813,297	5,181	+52.3%	Shares	Defined	2026-02-19
2025-09-30	$1,200,055	3,402	-15.9%	Shares	Sole	2025-11-10
2025-06-30	$1,565,316	4,046	-15.2%	Shares	Sole	2025-08-14
2025-03-31	$1,830,972	4,774	+24.4%	Shares	Sole	2025-05-14
2024-12-31	$1,706,681	3,838	-5.1%	Shares	Sole	2025-01-17
2024-09-30	$2,093,384	4,043	-0.5%	Shares	Sole	2024-10-08
2024-06-30	$2,256,603	4,062	+15.0%	Shares	Sole	2024-07-26
2024-03-31	$1,781,742	3,531	-54.7%	Shares	Sole	2024-05-07
2023-12-31	$4,652,883	7,799	+44.3%	Shares	Sole	2024-02-08
2023-09-30	$2,756,519	5,406	+308.0%	Shares	Sole	2023-11-09
2023-06-30	$647,911	1,325	+29.1%	Shares	Sole	2023-08-03
2023-03-31	$395,389	1,026	—	Shares	Sole	2023-06-07
No filing history on record for this holder in this stock.