Position in APPS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$129
-$1,584 QoQ
Shares Held
10
-98.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#209
of 209 holders
Holding Since
Mar 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, 2026IFP Advisors, Inc holds $54,220,149 across 123 Software - Application names. APPS ranks #116 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
143,821 | $10,378,123 | |
| 2 | NOW |
ServiceNow, Inc.
|
78,294 | $7,773,028 | |
| 3 | CRM |
Salesforce, Inc.
|
34,622 | $5,423,882 | |
| 4 | SNOW |
Snowflake Inc.
|
19,978 | $5,084,401 | |
| 5 | ADBE |
Adobe Inc.
|
23,740 | $4,867,174 | |
| 6 | RNG |
RingCentral, Inc.
|
99,068 | $3,861,670 | |
| 7 | DDOG |
Datadog, Inc.
|
11,802 | $3,072,768 | |
| 8 | ADP |
Automatic Data Processing Inc
|
8,843 | $1,980,389 |
All Filings in APPS
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $129 | 10 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,713 | 595 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $6,215 | 1,243 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $64 | 10 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $3,522 | 0 | Shares | Sole | 2025-07-24 | |
| 2024-12-31 | $18 | 11 | Shares | Sole | 2025-02-04 | |
| 2024-03-31 | $91 | 35 | Shares | Sole | 2024-07-30 | |
| 2023-06-30 | $1,358 | 750 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $8,598 | 4,750 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $11 | 4,895 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $16,000 | 6,887 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $9,000 | 3,137 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $3,460 | 79 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $26,530 | 435 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $135,368 | 1,969 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $108,494 | 1,427 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $64,609 | 804 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $95,529 | 1,689 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $163,700 | 5,000 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $125,700 | 10,000 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $17,240 | 4,000 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||