Position in EXFY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$157,103
+$114,753 QoQ
Shares Held
87,768
+80.3% QoQ
Ownership
0.096%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#36
of 101 holders
Holding Since
Dec 2021
19 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, 2026BANK OF AMERICA CORP /DE/ holds $14,106,334,533 across 141 Software - Application names. EXFY ranks #129 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
12,218,090 | $1,914,085,975 | |
| 2 | SHOP |
Shopify Inc.
|
11,443,080 | $1,306,570,870 | |
| 3 | ADP |
Automatic Data Processing Inc
|
5,497,545 | $1,231,175,199 | |
| 4 | UBER |
Uber Technologies, Inc
|
14,215,874 | $1,025,817,465 | |
| 5 | SNOW |
Snowflake Inc.
|
3,112,675 | $792,175,786 | |
| 6 | NOW |
ServiceNow, Inc.
|
6,319,051 | $627,355,381 | |
| 7 | INTU |
Intuit Inc.
|
2,259,926 | $589,840,686 | |
| 8 | ADSK |
Autodesk, Inc.
|
2,966,396 | $576,726,706 |
All Filings in EXFY
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $157,103 | 87,768 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $42,350 | 48,679 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $143,132 | 94,790 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $195,911 | 105,899 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $290,281 | 112,078 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $197,839 | 65,079 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $721,090 | 215,251 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $296,279 | 151,163 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $236,556 | 158,763 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $590,832 | 321,105 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $532,052 | 215,406 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $878,493 | 270,306 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $582,108 | 72,946 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,044,315 | 128,137 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $299,821 | 33,955 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $260,102 | 17,480 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $793,184 | 44,586 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $23,652 | 1,347 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $13,464 | 306 | Shares | Defined | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||