Position in FIG
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$10,130
-$244 QoQ
Shares Held
560
+180.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#50
of 74 holders
Holding Since
Sep 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FIG Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Beaird Harris Wealth Management, LLC holds $3,903,149 across 23 Software - Application names. FIG ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSTR |
Strategy Inc
|
42,138 | $3,663,056 | |
| 2 | CRM |
Salesforce, Inc.
|
592 | $92,742 | |
| 3 | TYL |
Tyler Technologies Inc
|
107 | $31,293 | |
| 4 | SAP |
Sap SE
|
170 | $26,198 | |
| 5 | SHOP |
Shopify Inc.
|
186 | $21,237 | |
| 6 | OTEX |
Open Text Corp
|
618 | $13,688 | |
| 7 | UBER |
Uber Technologies, Inc
|
160 | $11,545 | |
| 8 | FIG |
Figma, Inc.
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|
560 | $10,130 |
All Filings in FIG
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,130 | 560 | Shares | Sole | 2026-07-08 | |
| 2025-09-30 | $10,374 | 200 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||