Position in IDN
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$12,300
-$8,670 QoQ
Shares Held
3,000
0.0% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#7
of 10 holders
Holding Since
Mar 2025
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, 2026BFSG, LLC holds $6,825,495 across 17 Software - Application names. IDN ranks #9 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
37,462 | $2,703,257 | |
| 2 | CRM |
Salesforce, Inc.
|
16,249 | $2,545,568 | |
| 3 | NOW |
ServiceNow, Inc.
|
10,368 | $1,029,335 | |
| 4 | NICE |
NICE Ltd.
|
2,566 | $233,121 | |
| 5 | CXM |
Sprinklr, Inc.
|
43,277 | $223,309 | |
| 6 | FICO |
Fair Isaac Corp
|
23 | $27,479 | |
| 7 | SNOW |
Snowflake Inc.
|
73 | $18,578 | |
| 8 | ADP |
Automatic Data Processing Inc
|
56 | $12,541 |
All Filings in IDN
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,300 | 3,000 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $20,970 | 3,000 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $20,040 | 3,000 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $15,600 | 3,000 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $16,170 | 3,000 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $9,090 | 3,000 | Shares | Sole | 2025-04-18 | |
| No filing history on record for this holder in this stock. | ||||||