Position in IDCC
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$4,162,466
+$1,556,845 QoQ
Shares Held
13,783
+68.4% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 6.8340104468949505.ToString("F0")%
Shared 0.ToString("F0")%
None 93.16598955310505.ToString("F0")%
Common Shares in IDCC Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026NewEdge Wealth, LLC holds $142,707,494 across 30 Software - Application names. IDCC ranks #5 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
222,098 | $41,459,033 | |
| 2 | NOW |
ServiceNow, Inc.
|
328,172 | $34,310,382 | |
| 3 | UBER |
Uber Technologies, Inc
|
269,613 | $19,393,263 | |
| 4 | SHOP |
Shopify Inc.
|
57,623 | $6,835,240 | |
| 5 | IDCC |
InterDigital, Inc.
This page
|
13,783 | $4,162,466 | |
| 6 | SAP |
Sap SE
|
20,193 | $3,457,243 | |
| 7 | ADBE |
Adobe Inc.
|
12,831 | $3,118,959 | |
| 8 | TTAN |
ServiceTitan, Inc.
|
47,371 | $3,006,163 |
All Filings in IDCC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,162,466 | 13,783 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,605,621 | 8,184 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,453,894 | 7,108 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,334,841 | 5,953 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,139,606 | 5,512 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,004,825 | 5,187 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $353,933 | 2,499 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||