Position in DIDIY
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$6,041
New position
Shares Held
1,470
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#4
of 6 holders
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Position in Software - Application
Technology · as of Mar 31, 2026ATLAS CAPITAL ADVISORS INC. holds $2,304,006 across 22 Software - Application names. DIDIY ranks #17 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEGA |
Pegasystems Inc
|
10,464 | $445,347 | |
| 2 | GWRE |
Guidewire Software, Inc.
|
2,458 | $367,618 | |
| 3 | ZM |
Zoom Communications, Inc.
|
2,635 | $211,827 | |
| 4 | CRM |
Salesforce, Inc.
|
1,115 | $208,137 | |
| 5 | NATL |
NCR Atleos Corp
|
4,333 | $188,832 | |
| 6 | INTU |
Intuit Inc.
|
422 | $182,464 | |
| 7 | BL |
Blackline, Inc.
|
3,520 | $130,240 | |
| 8 | ADBE |
Adobe Inc.
|
447 | $108,656 |
All Filings in DIDIY
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,041 | 1,470 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||