Position in DSGX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,661
-$56 QoQ
Shares Held
24
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#324
of 338 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DSGX Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026IFP Advisors, Inc holds $54,220,149 across 123 Software - Application names. DSGX ranks #90 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
143,821 | $10,378,123 | |
| 2 | NOW |
ServiceNow, Inc.
|
78,294 | $7,773,028 | |
| 3 | CRM |
Salesforce, Inc.
|
34,622 | $5,423,882 | |
| 4 | SNOW |
Snowflake Inc.
|
19,978 | $5,084,401 | |
| 5 | ADBE |
Adobe Inc.
|
23,740 | $4,867,174 | |
| 6 | RNG |
RingCentral, Inc.
|
99,068 | $3,861,670 | |
| 7 | DDOG |
Datadog, Inc.
|
11,802 | $3,072,768 | |
| 8 | ADP |
Automatic Data Processing Inc
|
8,843 | $1,980,389 |
All Filings in DSGX
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,661 | 24 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,717 | 24 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,139 | 13 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,224 | 13 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $1,321 | 13 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,310 | 13 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,476 | 13 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,338 | 13 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $1,258 | 13 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,189 | 13 | Shares | Sole | 2024-07-30 | |
| 2022-12-31 | $2 | 59 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $6,670 | 105 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $6,516 | 105 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $7,692 | 105 | Shares | Sole | 2022-09-06 | |
| 2021-06-30 | $0 | 0 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $0 | 0 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $0 | 0 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $0 | 0 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $0 | 0 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $0 | 0 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||