Position in EXFY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$460,554
+$391,195 QoQ
Shares Held
257,293
+222.7% QoQ
Ownership
0.282%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#19
of 101 holders
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in EXFY Over Time
Shares Held
Position Value (USD)
Derivatives in EXFY
reported options exposure · as of Jun 30, 2023CallValue
$798
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026UBS Group AG holds $12,781,779,546 across 210 Software - Application names. EXFY ranks #136 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
22,403,377 | $1,616,627,676 | |
| 2 | CRM |
Salesforce, Inc.
|
6,085,501 | $953,354,582 | |
| 3 | SNOW |
Snowflake Inc.
|
3,385,015 | $861,486,315 | |
| 4 | ADP |
Automatic Data Processing Inc
|
2,574,507 | $576,560,840 | |
| 5 | INTU |
Intuit Inc.
|
2,061,831 | $538,137,891 | |
| 6 | ADBE |
Adobe Inc.
|
2,606,894 | $534,465,405 | |
| 7 | NOW |
ServiceNow, Inc.
|
5,321,142 | $528,282,972 | |
| 8 | DT |
Dynatrace, Inc.
|
11,243,524 | $493,703,137 |
All Filings in EXFY
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $460,554 | 257,293 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $69,359 | 79,725 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $139,095 | 92,116 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $122,503 | 66,218 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $158,096 | 61,041 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $916,131 | 301,359 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $873,602 | 260,777 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $23,953 | 12,221 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $101,165 | 67,896 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $198,543 | 107,904 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $151,064 | 61,160 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $7,240 | 2,228 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $798 | 100 | Call | Sole | 2023-08-11 | |
| 2023-06-30 | $5,266 | 660 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $16,984 | 2,084 | Shares | Sole | 2023-05-12 | |
| 2023-03-31 | $815 | 100 | Call | Sole | 2023-05-12 | |
| 2022-12-31 | $2,498 | 283 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $56,157 | 3,774 | Shares | Sole | 2022-11-10 | |
| 2022-03-31 | $14,047 | 800 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||