Position in IDCC
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$201,919,616
-$17,330,221 QoQ
Shares Held
668,608
-2.9% QoQ
Ownership
2.59%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 90%
Shared 6%
None 4%
Common Shares in IDCC Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $7,300,322,503 across 119 Software - Application names. IDCC ranks #10 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
3,984,154 | $743,722,025 | |
| 2 | ADP |
Automatic Data Processing Inc
|
2,413,934 | $490,463,108 | |
| 3 | ADBE |
Adobe Inc.
|
1,859,384 | $451,979,060 | |
| 4 | UBER |
Uber Technologies, Inc
|
5,834,231 | $419,656,233 | |
| 5 | INTU |
Intuit Inc.
|
803,267 | $347,316,583 | |
| 6 | ADSK |
Autodesk, Inc.
|
1,391,855 | $333,210,085 | |
| 7 | PAYX |
Paychex Inc
|
2,822,569 | $260,015,053 | |
| 8 | SSNC |
SS&C Technologies Holdings Inc
|
3,115,616 | $210,522,170 |
All Filings in IDCC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $201,919,616 | 668,608 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $219,249,837 | 688,642 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $239,019,988 | 692,350 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $162,763,173 | 725,876 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $152,012,522 | 735,248 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $155,074,602 | 800,509 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $118,059,225 | 833,575 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $97,696,277 | 838,163 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $90,539,330 | 850,454 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $101,599,516 | 936,056 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $77,803,671 | 969,637 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $101,515,854 | 1,051,433 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $75,226,674 | 1,031,916 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $47,832,265 | 966,699 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $38,970,577 | 964,141 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $57,735,374 | 949,595 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $60,208,698 | 943,710 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $66,081,540 | 922,540 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $62,152,960 | 916,440 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $67,517,330 | 924,515 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $64,665,257 | 1,019,153 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $56,660,617 | 933,761 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $53,849,861 | 943,741 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $55,806,939 | 985,466 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $47,704,203 | 1,068,882 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||