Position in FIVN
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$2,340,306
+$165,042 QoQ
Shares Held
154,272
+42.2% QoQ
Ownership
0.201%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FIVN Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026LPL Financial LLC holds $5,789,194,809 across 91 Software - Infrastructure names. FIVN ranks #38 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
10,337,597 | $3,826,668,281 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
5,109,312 | $747,390,159 | |
| 3 | ORCL |
Oracle Corp
|
2,617,539 | $385,066,162 | |
| 4 | PANW |
Palo Alto Networks Inc
|
1,750,681 | $280,669,177 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
700,499 | $68,370,453 | |
| 6 | CRWV |
CoreWeave, Inc.
|
801,368 | $62,081,978 | |
| 7 | NET |
Cloudflare, Inc.
|
238,457 | $49,203,217 | |
| 8 | SNPS |
Synopsys Inc
|
117,568 | $46,613,360 |
All Filings in FIVN
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,340,306 | 154,272 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,175,264 | 108,492 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,000,952 | 82,684 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $571,676 | 21,589 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $437,875 | 16,128 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $328,289 | 8,078 | Shares | Sole | 2025-02-11 | |
| 2024-06-30 | $270,553 | 6,135 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,372,568 | 22,099 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,380,379 | 17,542 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,094,321 | 17,019 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,308,234 | 15,867 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,093,603 | 15,128 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $889,848 | 13,113 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $868,568 | 11,584 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,052,484 | 11,548 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,150,588 | 10,422 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $501,492 | 3,652 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $834,002 | 5,221 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $929,420 | 5,068 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $996,916 | 6,377 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,313,580 | 7,532 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $461,531 | 3,559 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $327,915 | 2,963 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||