Position in BL
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$206,314
New position
Shares Held
7,350
first reported quarter
Ownership
0.013%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#148
of 244 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Application
Technology · as of Jun 30, 2026Evanson Financial, LLC holds $11,095,859 across 9 Software - Application names. BL ranks #9 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALRM |
Alarm.com Holdings, Inc.
|
153,432 | $7,168,343 | |
| 2 | APPF |
Appfolio Inc
|
6,000 | $962,100 | |
| 3 | ADBE |
Adobe Inc.
|
4,565 | $935,916 | |
| 4 | INTU |
Intuit Inc.
|
2,253 | $588,033 | |
| 5 | NOW |
ServiceNow, Inc.
|
4,256 | $422,535 | |
| 6 | CVLT |
Commvault Systems Inc
|
2,700 | $382,671 | |
| 7 | MNDY |
monday.com Ltd.
|
3,028 | $219,196 | |
| 8 | ADSK |
Autodesk, Inc.
|
1,084 | $210,751 |
All Filings in BL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,314 | 7,350 | Shares | Sole | 2026-07-07 | |
| No filing history on record for this holder in this stock. | ||||||