Position in IBTA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$389,115
+$185,620 QoQ
Shares Held
11,391
+67.8% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#57
of 145 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBTA Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $6,333,124,178 across 155 Software - Application names. IBTA ranks #98 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
7,193,141 | $1,610,903,924 | |
| 2 | UBER |
Uber Technologies, Inc
|
9,100,026 | $656,657,874 | |
| 3 | NOW |
ServiceNow, Inc.
|
5,007,309 | $497,125,634 | |
| 4 | CRM |
Salesforce, Inc.
|
3,107,764 | $486,862,305 | |
| 5 | PAYX |
Paychex Inc
|
3,852,234 | $378,790,167 | |
| 6 | SHOP |
Shopify Inc.
|
2,866,960 | $327,349,490 | |
| 7 | DDOG |
Datadog, Inc.
|
1,205,829 | $313,949,636 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
679,647 | $255,085,109 |
All Filings in IBTA
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $389,115 | 11,391 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $203,495 | 6,790 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $410,001 | 18,038 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $315,901 | 11,343 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $331,083 | 9,046 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $657,095 | 15,571 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $576,608 | 8,860 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $258,022 | 4,188 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $295,303 | 3,929 | Shares | Defined | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||