Position in DIDIY
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$115
New position
Shares Held
28
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#6
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, 2026IMA Advisory Services, Inc. holds $7,520,025 across 29 Software - Application names. DIDIY ranks #29 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DDOG |
Datadog, Inc.
|
33,892 | $4,000,950 | |
| 2 | CRM |
Salesforce, Inc.
|
6,043 | $1,128,046 | |
| 3 | ADP |
Automatic Data Processing Inc
|
3,763 | $764,566 | |
| 4 | OTEX |
Open Text Corp
|
32,771 | $728,827 | |
| 5 | DOCU |
Docusign, Inc.
|
14,217 | $674,027 | |
| 6 | UBER |
Uber Technologies, Inc
|
1,983 | $142,637 | |
| 7 | WDAY |
Workday, Inc.
|
200 | $25,984 | |
| 8 | INTU |
Intuit Inc.
|
24 | $10,377 |
All Filings in DIDIY
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $115 | 28 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||