Position in CXM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$511,804
+$250,786 QoQ
Shares Held
99,187
+128.0% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#96
of 267 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CXM Over Time
Shares Held
Position Value (USD)
Derivatives in CXM
reported options exposure · as of Dec 31, 2023CallValue
$0
CallShares
0
PutValue
$2,167,200
PutShares
180,000
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, 2026WELLS FARGO & COMPANY/MN holds $6,330,253,782 across 156 Software - Application names. CXM ranks #92 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
7,193,141 | $1,610,903,924 | |
| 2 | UBER |
Uber Technologies, Inc
|
9,100,026 | $656,657,874 | |
| 3 | NOW |
ServiceNow, Inc.
|
5,007,309 | $497,125,634 | |
| 4 | CRM |
Salesforce, Inc.
|
3,107,764 | $486,862,305 | |
| 5 | PAYX |
Paychex Inc
|
3,852,234 | $378,790,167 | |
| 6 | SHOP |
Shopify Inc.
|
2,866,960 | $327,349,490 | |
| 7 | DDOG |
Datadog, Inc.
|
1,205,829 | $313,949,636 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
679,647 | $255,085,109 |
All Filings in CXM
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $511,804 | 99,187 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $261,018 | 43,503 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $1,008,575 | 129,637 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $579,856 | 75,111 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $527,277 | 62,326 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $518,074 | 62,045 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $506,703 | 59,965 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $362,188 | 46,855 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $563,289 | 58,554 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $666,579 | 54,326 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $2,167,200 | 180,000 | Put | Defined | 2024-02-09 | |
| 2023-12-31 | $786,031 | 65,285 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $665,717 | 48,101 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $721,994 | 52,205 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $179,664 | 13,863 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $115,972 | 14,195 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $135,616 | 14,709 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $25,173 | 2,490 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $33,224 | 2,792 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $126,324 | 7,960 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $381,605 | 21,806 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $669,339 | 32,508 | Shares | Defined | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||