Position in CXM
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$15,891,840
-$1,306,291 QoQ
Shares Held
2,648,640
+19.8% QoQ
Ownership
1.13%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 85.02669294430349.ToString("F0")%
Shared 9.268001691434094.ToString("F0")%
None 5.705305364262414.ToString("F0")%
Common Shares in CXM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $7,507,646,700 across 119 Software - Application names. CXM ranks #63 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
3,984,154 | $743,722,025 | |
| 2 | ADP |
Automatic Data Processing Inc
|
2,413,934 | $490,463,108 | |
| 3 | ADBE |
Adobe Inc.
|
1,859,384 | $451,979,060 | |
| 4 | UBER |
Uber Technologies, Inc
|
5,834,231 | $419,656,233 | |
| 5 | INTU |
Intuit Inc.
|
803,267 | $347,316,583 | |
| 6 | ADSK |
Autodesk, Inc.
|
1,391,855 | $333,210,085 | |
| 7 | PAYX |
Paychex Inc
|
2,822,569 | $260,015,053 | |
| 8 | ALIT |
Alight, Inc. / Delaware
|
18,726,274 | $218,235,995 |
All Filings in CXM
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||