Position in DFIN
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$15,799,770
-$1,306,416 QoQ
Shares Held
335,167
-8.5% QoQ
Ownership
1.34%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 92.54729731745667.ToString("F0")%
Shared 0.ToString("F0")%
None 7.452702682543329.ToString("F0")%
Common Shares in DFIN Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026JPMORGAN CHASE & CO holds $24,724,061,573 across 156 Software - Application names. DFIN ranks #61 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
13,098,859 | $5,663,684,643 | |
| 2 | NOW |
ServiceNow, Inc.
|
30,996,941 | $3,240,730,172 | |
| 3 | SHOP |
Shopify Inc.
|
17,457,018 | $2,070,751,465 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
6,545,190 | $1,818,711,936 | |
| 5 | SNOW |
Snowflake Inc.
|
11,187,132 | $1,687,243,241 | |
| 6 | ADSK |
Autodesk, Inc.
|
4,204,622 | $1,006,586,500 | |
| 7 | CRM |
Salesforce, Inc.
|
5,021,730 | $937,406,331 | |
| 8 | UBER |
Uber Technologies, Inc
|
11,729,332 | $843,690,841 |
All Filings in DFIN
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,799,770 | 335,167 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $17,106,186 | 366,378 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $18,427,367 | 358,300 | Shares | Other | 2025-11-26 | |
| 2025-06-30 | $22,619,630 | 366,904 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $15,634,976 | 357,698 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $24,437,596 | 389,568 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $29,905,512 | 454,284 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $24,325,613 | 408,011 | Shares | Sole | 2024-12-26 | |
| 2024-03-31 | $27,158,329 | 437,967 | Shares | Sole | 2024-12-26 | |
| 2023-12-31 | $25,434,546 | 407,801 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $20,311,113 | 360,894 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $16,543,323 | 363,350 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $16,833,869 | 411,989 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $12,850,621 | 332,487 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $12,278,844 | 332,130 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $11,620,894 | 396,753 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $13,202,356 | 396,944 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $17,946,337 | 380,703 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $12,744,486 | 368,125 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $13,980,483 | 423,651 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $6,605,922 | 237,367 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $4,853,097 | 285,981 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $4,827,849 | 361,366 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $2,866,331 | 341,230 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $1,867,333 | 354,333 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||