Position in IDN
as of Mar 31, 2026
· filed Jun 3, 2026
Position Value
$163,999
+$101,234 QoQ
Shares Held
23,462
+149.7% QoQ
Ownership
0.116%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
5 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in IDN Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026NewEdge Advisors, LLC holds $183,671,611 across 78 Software - Application names. IDN ranks #42 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SAP |
Sap SE
|
213,482 | $36,550,253 | |
| 2 | ADP |
Automatic Data Processing Inc
|
102,024 | $20,729,236 | |
| 3 | UBER |
Uber Technologies, Inc
|
265,801 | $19,119,065 | |
| 4 | CRM |
Salesforce, Inc.
|
84,498 | $15,773,241 | |
| 5 | NOW |
ServiceNow, Inc.
|
135,683 | $14,185,657 | |
| 6 | INTU |
Intuit Inc.
|
26,280 | $11,362,946 | |
| 7 | SHOP |
Shopify Inc.
|
88,957 | $10,552,079 | |
| 8 | ADSK |
Autodesk, Inc.
|
41,069 | $9,831,918 |
All Filings in IDN
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $163,999 | 23,462 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $62,765 | 9,396 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $309,805 | 59,578 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $232,233 | 43,086 | Shares | Sole | 2025-08-14 | |
| 2024-06-30 | $6 | 2 | Shares | Sole | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||