Position in BL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,153,324
-$11,025,992 QoQ
Shares Held
112,252
-59.1% QoQ
Ownership
0.193%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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, 2026Select Equity Group, L.P. holds $744,965,240 across 11 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
|
2,320,215 | $228,146,740 | |
| 2 | WDAY |
Workday, Inc.
|
1,331,948 | $163,057,074 | |
| 3 | CRM |
Salesforce, Inc.
|
828,563 | $129,802,679 | |
| 4 | DSGX |
Descartes Systems Group Inc
|
1,290,947 | $89,385,170 | |
| 5 | SHOP |
Shopify Inc.
|
291,826 | $33,320,692 | |
| 6 | ADEA |
Adeia Inc.
|
803,196 | $26,449,244 | |
| 7 | ALKT |
Alkami Technology, Inc.
|
1,450,006 | $26,274,108 | |
| 8 | ALRM |
Alarm.com Holdings, Inc.
|
462,015 | $21,585,340 |
All Filings in BL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,153,324 | 112,252 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $15,179,316 | 274,540 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $14,178,868 | 267,022 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $11,873,836 | 209,711 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,769,660 | 98,506 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,328,335 | 21,862 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||