Position in BL
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$446,812
-$247,906 QoQ
Shares Held
12,076
-3.9% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in BL Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026LPL Financial LLC holds $1,954,315,123 across 106 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
2,087,834 | $207,280,159 | |
| 2 | UBER |
Uber Technologies, Inc
|
2,717,170 | $196,070,987 | |
| 3 | CRM |
Salesforce, Inc.
|
1,227,518 | $192,302,969 | |
| 4 | SHOP |
Shopify Inc.
|
1,658,508 | $189,368,443 | |
| 5 | ADP |
Automatic Data Processing Inc
|
810,178 | $181,439,363 | |
| 6 | PAYX |
Paychex Inc
|
1,503,466 | $147,835,811 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
344,314 | $129,227,930 | |
| 8 | SNOW |
Snowflake Inc.
|
481,353 | $122,504,338 |
All Filings in BL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $446,812 | 12,076 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $694,718 | 12,565 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $812,323 | 15,298 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $709,731 | 12,535 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $761,695 | 15,731 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,047,988 | 17,248 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $504,420 | 9,148 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $803,833 | 16,591 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,782,795 | 27,606 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,852,157 | 29,663 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,780,032 | 32,090 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,611,586 | 29,944 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,053,314 | 15,686 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,030,778 | 15,323 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $987,211 | 16,481 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,128,470 | 16,944 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,304,121 | 17,811 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,881,839 | 18,175 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,504,288 | 21,212 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,636,781 | 14,710 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,392,398 | 12,845 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,640,657 | 19,798 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $685,759 | 7,651 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $364,555 | 4,397 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $233,693 | 4,442 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||