Position in IDCC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$7,943,778
+$323,714 QoQ
Shares Held
28,057
+11.2% QoQ
Ownership
0.109%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#95
of 508 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IDCC Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Vest Financial, LLC holds $276,344,095 across 21 Software - Application names. IDCC ranks #6 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
499,747 | $111,918,339 | |
| 2 | CRM |
Salesforce, Inc.
|
373,995 | $58,590,056 | |
| 3 | ROP |
Roper Technologies Inc
|
141,970 | $48,041,227 | |
| 4 | YOU |
Clear Secure, Inc.
|
177,664 | $9,901,214 | |
| 5 | INTU |
Intuit Inc.
|
35,913 | $9,373,293 | |
| 6 | IDCC |
InterDigital, Inc.
This page
|
28,057 | $7,943,778 | |
| 7 | PLUS |
Eplus Inc
|
67,861 | $5,648,071 | |
| 8 | PEGA |
Pegasystems Inc
|
160,451 | $4,808,716 |
All Filings in IDCC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,943,778 | 28,057 | Shares | Defined | 2026-07-24 | |
| 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. | ||||||