Position in APPS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$215,352
+$170,620 QoQ
Shares Held
16,694
+7.5% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#131
of 209 holders
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in APPS 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. APPS ranks #71 (0.0% of the industry book) .
| # | 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 APPS
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,352 | 16,694 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $44,732 | 15,532 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $77,655 | 15,531 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $96,000 | 15,000 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $88,500 | 15,000 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $40,800 | 15,000 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $25,350 | 15,000 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $199,550 | 65,000 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $108,412 | 65,309 | Shares | Sole | 2024-08-08 | |
| 2023-09-30 | $101,537 | 16,783 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $377,018 | 40,627 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $339,080 | 156,536 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $229,803 | 15,079 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $204,737 | 14,208 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $206,617 | 11,827 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $687,072 | 15,683 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $772,865 | 12,672 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $738,237 | 10,738 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $697,119 | 9,169 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $429,202 | 5,341 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $357,911 | 6,328 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||