Position in IDAI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,714
+$34 QoQ
Shares Held
866
0.0% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#13
of 21 holders
Holding Since
Mar 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IDAI Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026WEST PACES ADVISORS INC. holds $1,095,596 across 23 Software - Application names. IDAI ranks #15 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
2,817 | $630,867 | |
| 2 | CRM |
Salesforce, Inc.
|
800 | $125,328 | |
| 3 | ROP |
Roper Technologies Inc
|
236 | $79,860 | |
| 4 | ADBE |
Adobe Inc.
|
379 | $77,702 | |
| 5 | INTU |
Intuit Inc.
|
233 | $60,813 | |
| 6 | SNOW |
Snowflake Inc.
|
201 | $51,154 | |
| 7 | DOCU |
Docusign, Inc.
|
450 | $19,989 | |
| 8 | ADSK |
Autodesk, Inc.
|
80 | $15,553 |
All Filings in IDAI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,714 | 866 | Shares | Sole | 2026-07-20 | |
| 2025-03-31 | $1,680 | 866 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $11,479 | 13,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,860 | 13,000 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $6,045 | 13,000 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $12,012 | 13,000 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $17,810 | 13,000 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $21,181 | 12,837 | Shares | Sole | 2023-12-18 | |
| 2023-06-30 | $16,431 | 12,837 | Shares | Sole | 2023-12-18 | |
| 2023-03-31 | $32,991 | 12,837 | Shares | Sole | 2023-12-18 | |
| No filing history on record for this holder in this stock. | ||||||