Position in DOMO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$40,060
+$896 QoQ
Shares Held
12,799
0.0% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#61
of 108 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DOMO Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Crewe Advisors LLC holds $2,295,135 across 36 Software - Application names. DOMO ranks #13 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
8,571 | $978,636 | |
| 2 | CRM |
Salesforce, Inc.
|
1,274 | $199,584 | |
| 3 | UBER |
Uber Technologies, Inc
|
2,479 | $178,884 | |
| 4 | ADSK |
Autodesk, Inc.
|
659 | $128,122 | |
| 5 | PERF |
Perfect Corp.
|
65,740 | $109,128 | |
| 6 | NRDY |
Nerdy Inc.
|
6,807 | $93,530 | |
| 7 | ADBE |
Adobe Inc.
|
389 | $79,752 | |
| 8 | TRAK |
ReposiTrak, Inc.
|
8,000 | $72,000 |
All Filings in DOMO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,060 | 12,799 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $39,164 | 12,799 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $107,895 | 12,799 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $202,736 | 12,799 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $178,802 | 12,799 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $99,320 | 12,799 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $90,616 | 12,799 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $98,748 | 13,149 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $101,510 | 13,149 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $117,289 | 13,149 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $122,440 | 11,899 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $119,181 | 12,149 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $106,519 | 7,266 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $103,104 | 7,266 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $8,458 | 594 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $94,213 | 5,237 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $145,588 | 5,237 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $264,835 | 5,237 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $248,049 | 5,001 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $342,826 | 4,060 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $328,169 | 4,060 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $30,227 | 537 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $34,244 | 537 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $45,919 | 1,198 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $31,430 | 977 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $26,410 | 2,657 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||