Position in FIG
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$290,294
-$317,977 QoQ
Shares Held
13,732
-15.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Common Shares in FIG Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Simplicity Wealth,LLC holds $11,124,969 across 17 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
8,206 | $1,837,733 | |
| 2 | SHOP |
Shopify Inc.
|
12,003 | $1,370,502 | |
| 3 | INTU |
Intuit Inc.
|
4,896 | $1,277,856 | |
| 4 | NOW |
ServiceNow, Inc.
|
10,344 | $1,026,952 | |
| 5 | ADBE |
Adobe Inc.
|
4,049 | $830,125 | |
| 6 | UBER |
Uber Technologies, Inc
|
8,528 | $615,380 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
1,491 | $559,602 | |
| 8 | CRM |
Salesforce, Inc.
|
3,504 | $548,936 |
All Filings in FIG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $290,294 | 13,732 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $608,271 | 16,277 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,049,226 | 20,228 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||