Position in IBTA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,139
+$876 QoQ
Shares Held
209
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#112
of 145 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBTA Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026UMB Bank, n.a. holds $54,122,791 across 72 Software - Application names. IBTA ranks #50 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
202,870 | $20,140,932 | |
| 2 | INTU |
Intuit Inc.
|
33,861 | $8,837,721 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
17,575 | $6,596,248 | |
| 4 | ADP |
Automatic Data Processing Inc
|
18,944 | $4,242,507 | |
| 5 | PAYX |
Paychex Inc
|
34,071 | $3,350,200 | |
| 6 | CRM |
Salesforce, Inc.
|
19,704 | $3,086,828 | |
| 7 | ADBE |
Adobe Inc.
|
6,109 | $1,252,467 | |
| 8 | UBER |
Uber Technologies, Inc
|
17,193 | $1,240,646 |
All Filings in IBTA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,139 | 209 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $6,263 | 209 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $2,477 | 109 | Shares | Defined | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||