Position in ADP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$801,748
-$1,419,947 QoQ
Shares Held
3,946
-54.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ADP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Neo Ivy Capital Management holds $14,596,011 across 13 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LYFT |
Lyft, Inc.
|
289,884 | $4,235,205 | |
| 2 | NOW |
ServiceNow, Inc.
|
33,593 | $3,335,113 | |
| 3 | CRM |
Salesforce, Inc.
|
15,991 | $2,505,150 | |
| 4 | U |
Unity Software Inc.
|
56,802 | $1,623,401 | |
| 5 | SNOW |
Snowflake Inc.
|
3,154 | $802,693 | |
| 6 | ADEA |
Adeia Inc.
|
21,452 | $706,414 | |
| 7 | INTU |
Intuit Inc.
|
1,528 | $398,808 | |
| 8 | GRND |
Grindr Inc.
|
23,383 | $336,013 |
All Filings in ADP
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $801,748 | 3,946 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,221,695 | 8,637 | Shares | Sole | 2026-02-13 | |
| 2023-12-31 | $160,050 | 687 | Shares | Sole | 2024-02-26 | |
| 2023-06-30 | $360,675 | 1,641 | Shares | Sole | 2023-08-16 | |
| 2021-03-31 | $74,822 | 397 | Shares | Sole | 2021-10-07 | |
| 2020-03-31 | $375,049 | 2,744 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||