Position in IDN
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$387,377
+$185,602 QoQ
Shares Held
55,419
+83.5% QoQ
Ownership
0.274%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 82%
Shared 8%
None 9%
Common Shares in IDN 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. IDN ranks #108 (0.0% 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 IDN
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $387,377 | 55,419 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $201,775 | 30,206 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $137,341 | 26,412 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $142,359 | 26,412 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $80,027 | 26,412 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $39,740 | 18,314 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $46,864 | 13,703 | Shares | Sole | 2024-08-09 | |
| 2023-12-31 | $28,904 | 15,213 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $44,439 | 19,751 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $48,784 | 19,751 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $49,397 | 19,759 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $39,518 | 19,759 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $49,772 | 19,751 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $41,339 | 20,465 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $60,618 | 23,772 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $109,826 | 23,772 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $194,692 | 23,772 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $198,971 | 23,772 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $222,673 | 26,572 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $178,087 | 15,608 | Shares | Sole | 2021-03-08 | |
| 2020-09-30 | $104,052 | 15,600 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $117,780 | 15,600 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $52,884 | 15,600 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||