Position in FIG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,196,165
+$478,991 QoQ
Shares Held
66,123
+94.9% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#155
of 369 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in FIG Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026GUARDIAN WEALTH ADVISORS, LLC / NC holds $6,210,530 across 8 Software - Application names. FIG ranks #2 (19.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
18,207 | $1,807,590 | |
| 2 | FIG |
Figma, Inc.
This page
|
66,123 | $1,196,165 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
2,221 | $833,585 | |
| 4 | CRM |
Salesforce, Inc.
|
4,412 | $691,183 | |
| 5 | SHOP |
Shopify Inc.
|
6,039 | $689,533 | |
| 6 | TYL |
Tyler Technologies Inc
|
1,520 | $444,539 | |
| 7 | UBER |
Uber Technologies, Inc
|
4,105 | $296,216 | |
| 8 | ADP |
Automatic Data Processing Inc
|
1,124 | $251,719 |
All Filings in FIG
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,196,165 | 66,123 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $717,174 | 33,925 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $487,117 | 13,035 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $386,950 | 7,460 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||