Position in BL
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$7,437
-$2,584 QoQ
Shares Held
201
+13.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BL Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026WHITTIER TRUST CO holds $109,784,774 across 36 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DDOG |
Datadog, Inc.
|
110,322 | $28,723,435 | |
| 2 | UBER |
Uber Technologies, Inc
|
296,903 | $21,424,519 | |
| 3 | U |
Unity Software Inc.
|
412,187 | $11,780,304 | |
| 4 | FICO |
Fair Isaac Corp
|
7,752 | $9,261,933 | |
| 5 | GWRE |
Guidewire Software, Inc.
|
69,462 | $8,547,298 | |
| 6 | TTAN |
ServiceTitan, Inc.
|
106,808 | $7,552,393 | |
| 7 | NOW |
ServiceNow, Inc.
|
46,094 | $4,576,211 | |
| 8 | ADP |
Automatic Data Processing Inc
|
19,852 | $4,445,855 |
All Filings in BL
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,437 | 201 | Shares | Sole | 2026-04-28 | |
| 2025-06-30 | $10,021 | 177 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $8,860 | 183 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $129,115 | 2,125 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $236,936 | 4,297 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $208,189 | 4,297 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $303,461 | 4,699 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $267,555 | 4,285 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $241,960 | 4,362 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $234,762 | 4,362 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $292,908 | 4,362 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $287,579 | 4,275 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $251,580 | 4,200 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $279,720 | 4,200 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $358,778 | 4,900 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $559,116 | 5,400 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $637,524 | 5,400 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $600,858 | 5,400 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $585,360 | 5,400 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,867,320 | 14,000 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $627,410 | 7,000 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $580,370 | 7,000 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $368,270 | 7,000 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||