Position in CXM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,723,190
-$4,830,598 QoQ
Shares Held
915,347
-42.5% QoQ
Ownership
0.391%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#35
of 267 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in CXM Over Time
Shares Held
Position Value (USD)
Derivatives in CXM
reported options exposure · as of Dec 31, 2024CallValue
$0
CallShares
0
PutValue
$718,250
PutShares
85,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026UBS Group AG holds $12,781,784,660 across 211 Software - Application names. CXM ranks #90 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
22,403,377 | $1,616,627,676 | |
| 2 | CRM |
Salesforce, Inc.
|
6,085,501 | $953,354,582 | |
| 3 | SNOW |
Snowflake Inc.
|
3,385,015 | $861,486,315 | |
| 4 | ADP |
Automatic Data Processing Inc
|
2,574,507 | $576,560,840 | |
| 5 | INTU |
Intuit Inc.
|
2,061,831 | $538,137,891 | |
| 6 | ADBE |
Adobe Inc.
|
2,606,894 | $534,465,405 | |
| 7 | NOW |
ServiceNow, Inc.
|
5,321,142 | $528,282,972 | |
| 8 | DT |
Dynatrace, Inc.
|
11,243,524 | $493,703,137 |
All Filings in CXM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,723,190 | 915,347 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $9,553,788 | 1,592,298 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $1,748,716 | 224,771 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $11,435,365 | 1,481,265 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $11,534,912 | 1,363,465 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $14,869,429 | 1,780,770 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $10,779,757 | 1,275,711 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $718,250 | 85,000 | Put | Defined | 2025-02-14 | |
| 2024-09-30 | $657,050 | 85,000 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $2,528,751 | 327,135 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $857,766 | 89,165 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,264,079 | 103,022 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $2,371,699 | 196,985 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,674,598 | 120,997 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $1,497,276 | 108,263 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $774,086 | 59,729 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $512,078 | 62,678 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $501,779 | 54,423 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $178,228 | 17,629 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $69,757 | 5,862 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $75,397 | 4,751 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $10,832 | 619 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $45,298 | 2,200 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||