Position in CMRC
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$47,154
-$25,609 QoQ
Shares Held
17,661
0.0% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Common Shares in CMRC Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $378,757,976 across 60 Software - Application names. CMRC ranks #57 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
641,189 | $46,120,724 | |
| 2 | CRM |
Salesforce, Inc.
|
223,155 | $41,656,343 | |
| 3 | SHOP |
Shopify Inc.
|
328,846 | $39,007,712 | |
| 4 | NOW |
ServiceNow, Inc.
|
342,092 | $35,765,718 | |
| 5 | ADP |
Automatic Data Processing Inc
|
162,172 | $32,950,106 | |
| 6 | MSTR |
Strategy Inc
|
221,378 | $27,627,974 | |
| 7 | ADBE |
Adobe Inc.
|
105,106 | $25,549,166 | |
| 8 | PAYX |
Paychex Inc
|
246,975 | $22,751,337 |
All Filings in CMRC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $47,154 | 17,661 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $72,763 | 17,661 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $88,128 | 17,661 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $88,430 | 17,686 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $101,888 | 17,689 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $108,085 | 17,661 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $106,680 | 18,236 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $147,465 | 18,296 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $129,504 | 18,796 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $183,361 | 18,845 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $187,786 | 19,026 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $225,337 | 22,647 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $203,358 | 22,747 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $177,133 | 20,267 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $327,731 | 22,144 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $363,009 | 22,408 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $486,073 | 22,185 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $781,358 | 22,091 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,597,894 | 31,554 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $2,354,193 | 36,263 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $2,525,513 | 43,694 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $2,560,996 | 39,922 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $338,531 | 4,064 | Shares | Sole | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||