Position in GLOO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,202,500
New position
Shares Held
250,000
first reported quarter
Ownership
0.304%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Application
Technology · as of Mar 31, 2026Waverly Advisors, LLC holds $98,071,792 across 32 Software - Application names. GLOO ranks #12 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
140,659 | $26,256,815 | |
| 2 | UBER |
Uber Technologies, Inc
|
173,360 | $12,469,784 | |
| 3 | NOW |
ServiceNow, Inc.
|
109,932 | $11,493,390 | |
| 4 | INTU |
Intuit Inc.
|
20,891 | $9,032,850 | |
| 5 | ADBE |
Adobe Inc.
|
29,660 | $7,209,752 | |
| 6 | TYL |
Tyler Technologies Inc
|
12,751 | $4,365,687 | |
| 7 | ROP |
Roper Technologies Inc
|
12,252 | $4,335,492 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
14,334 | $3,982,988 |
All Filings in GLOO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,202,500 | 250,000 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||