Position in CXM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$12,568,782
-$3,323,058 QoQ
Shares Held
2,435,811
-8.0% QoQ
Ownership
1.04%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#13
of 267 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 86%
Shared 8%
None 6%
Common Shares in CXM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $7,614,331,331 across 117 Software - Application names. CXM ranks #72 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
3,820,559 | $598,528,770 | |
| 2 | UBER |
Uber Technologies, Inc
|
7,868,039 | $567,757,692 | |
| 3 | ADP |
Automatic Data Processing Inc
|
2,402,866 | $538,121,838 | |
| 4 | ADBE |
Adobe Inc.
|
1,635,336 | $335,276,584 | |
| 5 | ADSK |
Autodesk, Inc.
|
1,470,330 | $285,861,555 | |
| 6 | PAYX |
Paychex Inc
|
2,706,479 | $266,128,078 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
602,033 | $225,955,023 | |
| 8 | ZM |
Zoom Communications, Inc.
|
2,485,675 | $214,538,608 |
All Filings in CXM
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,568,782 | 2,435,811 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $15,891,840 | 2,648,640 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $17,198,131 | 2,210,557 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $16,637,447 | 2,155,110 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $15,764,997 | 1,863,475 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $12,589,234 | 1,507,693 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $11,026,902 | 1,304,959 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $10,544,490 | 1,364,100 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $15,443,224 | 1,605,325 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $19,978,097 | 1,628,207 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $13,601,188 | 1,129,667 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $12,322,691 | 890,368 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $5,036,911 | 364,202 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||