Position in GTM
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$90,302,034
-$32,840,381 QoQ
Shares Held
15,100,675
+24.7% QoQ
Ownership
5.12%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 94%
Shared 4%
None 2%
Common Shares in GTM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $7,300,322,503 across 119 Software - Application names. GTM ranks #22 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
3,984,154 | $743,722,025 | |
| 2 | ADP |
Automatic Data Processing Inc
|
2,413,934 | $490,463,108 | |
| 3 | ADBE |
Adobe Inc.
|
1,859,384 | $451,979,060 | |
| 4 | UBER |
Uber Technologies, Inc
|
5,834,231 | $419,656,233 | |
| 5 | INTU |
Intuit Inc.
|
803,267 | $347,316,583 | |
| 6 | ADSK |
Autodesk, Inc.
|
1,391,855 | $333,210,085 | |
| 7 | PAYX |
Paychex Inc
|
2,822,569 | $260,015,053 | |
| 8 | SSNC |
SS&C Technologies Holdings Inc
|
3,115,616 | $210,522,170 |
All Filings in GTM
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,673,764 | 13,540,534 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $90,302,034 | 15,100,675 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $123,142,415 | 12,108,399 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $114,429,512 | 10,488,498 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $93,576,824 | 9,246,722 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $77,877,770 | 7,787,777 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $55,030,725 | 5,236,035 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $32,175,054 | 3,117,738 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $41,281,999 | 3,232,733 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $43,034,761 | 2,684,639 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $41,922,338 | 2,267,298 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $32,161,644 | 1,961,076 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $27,180,019 | 1,070,501 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $12,663,700 | 512,493 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $12,695,998 | 421,654 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $8,402,113 | 201,683 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,416,090 | 42,602 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,388,883 | 39,988 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,535,343 | 23,915 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $1,362,640 | 22,269 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $612,214 | 11,735 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $545,479 | 11,155 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||