Position in ASUR
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$196,114
-$62,615 QoQ
Shares Held
22,804
-17.0% QoQ
Ownership
0.080%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ASUR Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026LPL Financial LLC holds $1,912,067,731 across 106 Software - Application names. ASUR ranks #90 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
1,329,703 | $248,215,659 | |
| 2 | NOW |
ServiceNow, Inc.
|
2,043,851 | $213,684,622 | |
| 3 | UBER |
Uber Technologies, Inc
|
2,790,297 | $200,706,063 | |
| 4 | SHOP |
Shopify Inc.
|
1,465,785 | $173,871,416 | |
| 5 | PAYX |
Paychex Inc
|
1,451,615 | $133,722,773 | |
| 6 | ADP |
Automatic Data Processing Inc
|
655,251 | $133,133,898 | |
| 7 | ADBE |
Adobe Inc.
|
431,085 | $104,788,141 | |
| 8 | INTU |
Intuit Inc.
|
242,272 | $104,753,567 |
All Filings in ASUR
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $196,114 | 22,804 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $258,729 | 27,466 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $247,074 | 30,131 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $279,340 | 28,621 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $263,780 | 27,621 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $262,172 | 27,861 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $256,305 | 28,321 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $384,333 | 45,754 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $369,332 | 47,472 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $452,285 | 47,509 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $163,733 | 17,308 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $210,586 | 17,318 | Shares | Sole | 2023-07-31 | |
| No filing history on record for this holder in this stock. | ||||||