Position in ALIT
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$12,435
-$72,988 QoQ
Shares Held
1,067
-51.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ALIT Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026ENVESTNET ASSET MANAGEMENT INC holds $3,084,779,072 across 80 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
5,606,516 | $404,566,194 | |
| 2 | ADP |
Automatic Data Processing Inc
|
1,271,429 | $284,736,524 | |
| 3 | PAYX |
Paychex Inc
|
2,764,004 | $271,784,513 | |
| 4 | NOW |
ServiceNow, Inc.
|
2,135,278 | $211,990,399 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
561,882 | $210,885,552 | |
| 6 | SHOP |
Shopify Inc.
|
1,827,570 | $208,671,942 | |
| 7 | SNOW |
Snowflake Inc.
|
737,847 | $187,782,061 | |
| 8 | CRM |
Salesforce, Inc.
|
1,001,763 | $156,936,191 |
All Filings in ALIT
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,435 | 21,331 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $85,423 | 43,807 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $263,264 | 80,756 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $496,466 | 87,715 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $312,089 | 52,629 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $309,019 | 44,656 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $306,234 | 41,383 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $778,375 | 105,471 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,075,324 | 109,170 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $902,294 | 105,779 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $714,877 | 100,829 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $574,524 | 62,178 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $186,484 | 20,248 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||