Position in EXFY
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$7,607
+$5,956 QoQ
Shares Held
4,251
+123.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#78
of 101 holders
Holding Since
Mar 2024
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EXFY Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $22,305,044 across 136 Software - Application names. EXFY ranks #92 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSTR |
Strategy Inc
|
43,674 | $3,796,577 | |
| 2 | SSNC |
SS&C Technologies Holdings Inc
|
47,035 | $2,918,518 | |
| 3 | CRM |
Salesforce, Inc.
|
6,808 | $1,066,536 | |
| 4 | SNOW |
Snowflake Inc.
|
3,819 | $971,933 | |
| 5 | NOW |
ServiceNow, Inc.
|
8,806 | $874,254 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
2,255 | $846,341 | |
| 7 | ADP |
Automatic Data Processing Inc
|
3,764 | $842,942 | |
| 8 | UBER |
Uber Technologies, Inc
|
11,176 | $806,454 |
All Filings in EXFY
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,607 | 4,251 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,651 | 1,900 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $773 | 513 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,272 | 688 | Shares | Sole | 2025-11-10 | |
| 2024-03-31 | $1,948 | 1,059 | Shares | Sole | 2024-06-11 | |
| No filing history on record for this holder in this stock. | ||||||