Position in IDCC
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$7,620,064
-$80,911 QoQ
Shares Held
25,232
+4.3% QoQ
Ownership
0.098%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in IDCC Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Vest Financial, LLC holds $241,033,173 across 20 Software - Application names. IDCC ranks #6 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
414,118 | $84,140,494 | |
| 2 | CRM |
Salesforce, Inc.
|
301,139 | $56,213,616 | |
| 3 | ROP |
Roper Technologies Inc
|
132,318 | $46,822,047 | |
| 4 | YOU |
Clear Secure, Inc.
|
203,042 | $9,829,263 | |
| 5 | INTU |
Intuit Inc.
|
19,899 | $8,603,929 | |
| 6 | IDCC |
InterDigital, Inc.
This page
|
25,232 | $7,620,064 | |
| 7 | PAYC |
Paycom Software, Inc.
|
42,373 | $5,150,014 | |
| 8 | PEGA |
Pegasystems Inc
|
106,435 | $4,529,873 |
All Filings in IDCC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,620,064 | 25,232 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $7,700,975 | 24,188 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $8,491,277 | 24,596 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $5,258,417 | 23,451 | Shares | Defined | 2025-07-25 | |
| 2025-03-31 | $4,414,112 | 21,350 | Shares | Defined | 2025-04-11 | |
| No filing history on record for this holder in this stock. | ||||||