Position in DMRC
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$70,704
New position
Shares Held
14,400
first reported quarter
Ownership
0.064%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Position in Software - Application
Technology · as of Mar 31, 2026Wealthspire Advisors, LLC holds $19,198,332 across 18 Software - Application names. DMRC ranks #18 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
35,801 | $6,682,972 | |
| 2 | SHOP |
Shopify Inc.
|
17,623 | $2,090,440 | |
| 3 | ADP |
Automatic Data Processing Inc
|
7,579 | $1,539,901 | |
| 4 | PAYX |
Paychex Inc
|
14,010 | $1,290,601 | |
| 5 | SNOW |
Snowflake Inc.
|
8,413 | $1,268,848 | |
| 6 | UBER |
Uber Technologies, Inc
|
15,527 | $1,116,857 | |
| 7 | ADBE |
Adobe Inc.
|
4,536 | $1,102,610 | |
| 8 | NOW |
ServiceNow, Inc.
|
7,285 | $761,646 |
All Filings in DMRC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $70,704 | 14,400 | Shares | Sole | 2026-05-01 | |
| No filing history on record for this holder in this stock. | ||||||