Position in IDN
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$95,940
-$81,606 QoQ
Shares Held
23,400
-7.9% QoQ
Ownership
0.116%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#4
of 10 holders
Holding Since
Mar 2022
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IDN Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Prospera Financial Services Inc holds $69,605,285 across 33 Software - Application names. IDN ranks #33 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
158,681 | $11,450,420 | |
| 2 | CRM |
Salesforce, Inc.
|
50,677 | $7,939,058 | |
| 3 | ADP |
Automatic Data Processing Inc
|
30,213 | $6,766,201 | |
| 4 | SNOW |
Snowflake Inc.
|
21,364 | $5,437,138 | |
| 5 | SHOP |
Shopify Inc.
|
38,040 | $4,343,407 | |
| 6 | NOW |
ServiceNow, Inc.
|
43,162 | $4,285,123 | |
| 7 | PAYX |
Paychex Inc
|
40,458 | $3,978,235 | |
| 8 | DDOG |
Datadog, Inc.
|
14,725 | $3,833,801 |
All Filings in IDN
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $95,940 | 23,400 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $177,546 | 25,400 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $116,232 | 17,400 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $113,880 | 21,900 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $120,197 | 22,300 | Shares | Sole | 2025-08-06 | |
| 2022-03-31 | $765 | 300 | Shares | Sole | 2022-05-04 | |
| No filing history on record for this holder in this stock. | ||||||