Position in AUID
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$592,356
-$127,329 QoQ
Shares Held
553,604
0.0% QoQ
Ownership
3.31%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1
of 29 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AUID Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Wealthspire Advisors, LLC holds $171,710,510 across 20 Software - Infrastructure names. AUID ranks #10 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
342,187 | $127,642,594 | |
| 2 | PANW |
Palo Alto Networks Inc
|
25,801 | $8,798,657 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
74,010 | $8,634,746 | |
| 4 | ORCL |
Oracle Corp
|
54,935 | $8,050,724 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
37,488 | $7,152,148 | |
| 6 | FOUR |
Shift4 Payments, Inc.
|
116,825 | $5,682,368 | |
| 7 | TWLO |
Twilio Inc
|
4,745 | $979,035 | |
| 8 | CRWV |
CoreWeave, Inc.
|
6,474 | $644,421 |
All Filings in AUID
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $592,356 | 553,604 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $719,685 | 553,604 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $474,914 | 542,759 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,731,401 | 542,759 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,871,195 | 542,759 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,632,061 | 542,693 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $179,799 | 29,867 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $187,863 | 29,867 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $310,019 | 29,867 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $227,885 | 29,867 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $282,541 | 29,867 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $102,300 | 13,200 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $93,983 | 105,599 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $47,519 | 105,599 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $61,141 | 105,599 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $305,181 | 105,599 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $204,862 | 105,599 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $413,948 | 105,599 | Shares | Sole | 2022-05-09 | |
| No filing history on record for this holder in this stock. | ||||||