Position in FRSH
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$4,384
+$2,963 QoQ
Shares Held
546
+370.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FRSH Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Bell Investment Advisors, Inc holds $1,017,993 across 72 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
942 | $245,862 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
273 | $102,462 | |
| 3 | ADP |
Automatic Data Processing Inc
|
250 | $55,987 | |
| 4 | UBER |
Uber Technologies, Inc
|
718 | $51,810 | |
| 5 | PDFS |
Pdf Solutions Inc
|
699 | $49,482 | |
| 6 | CRM |
Salesforce, Inc.
|
310 | $48,564 | |
| 7 | ADBE |
Adobe Inc.
|
213 | $43,669 | |
| 8 | DDOG |
Datadog, Inc.
|
91 | $23,692 |
All Filings in FRSH
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,384 | 546 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,421 | 116 | Shares | Sole | 2026-02-24 | |
| 2025-03-31 | $973 | 69 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $1,115 | 69 | Shares | Sole | 2025-02-07 | |
| 2022-12-31 | $514 | 35 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||