Position in APPS
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$260,089
+$229,046 QoQ
Shares Held
20,162
+87.0% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#118
of 209 holders
Holding Since
Mar 2021
12 quarters on record
Voting authority
Sole 52%
Shared 0%
None 48%
Common Shares in APPS Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $344,516,194 across 113 Software - Application names. APPS ranks #82 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
133,684 | $29,938,531 | |
| 2 | UBER |
Uber Technologies, Inc
|
348,310 | $25,134,049 | |
| 3 | CRM |
Salesforce, Inc.
|
134,104 | $21,008,732 | |
| 4 | ZM |
Zoom Communications, Inc.
|
211,846 | $18,284,428 | |
| 5 | SNOW |
Snowflake Inc.
|
71,165 | $18,111,492 | |
| 6 | ADBE |
Adobe Inc.
|
79,882 | $16,377,407 | |
| 7 | NOW |
ServiceNow, Inc.
|
156,061 | $15,493,736 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
36,648 | $13,754,727 |
All Filings in APPS
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $260,089 | 20,162 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $31,043 | 10,779 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $72,705 | 14,541 | Shares | Sole | 2026-02-18 | |
| 2023-12-31 | $201,629 | 29,392 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $173,834 | 28,733 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $262,076 | 28,241 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $291,003 | 23,544 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $166,161 | 10,903 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $173,669 | 12,052 | Shares | Sole | 2022-11-15 | |
| 2021-09-30 | $210,856 | 3,067 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $239,114 | 3,145 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $204,355 | 2,543 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||