Position in IDN
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$44,910
+$1,991 QoQ
Shares Held
6,425
0.0% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IDN Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026WELLS FARGO & COMPANY/MN holds $6,409,159,404 across 157 Software - Application names. IDN ranks #124 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
6,907,706 | $1,403,507,703 | |
| 2 | CRM |
Salesforce, Inc.
|
3,856,272 | $719,850,292 | |
| 3 | UBER |
Uber Technologies, Inc
|
9,288,084 | $668,091,879 | |
| 4 | INTU |
Intuit Inc.
|
1,287,895 | $556,860,038 | |
| 5 | NOW |
ServiceNow, Inc.
|
4,524,512 | $473,037,727 | |
| 6 | PAYX |
Paychex Inc
|
4,239,248 | $390,519,523 | |
| 7 | SHOP |
Shopify Inc.
|
3,073,182 | $364,540,847 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
679,415 | $188,789,044 |
All Filings in IDN
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $44,910 | 6,425 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $42,919 | 6,425 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $85,410 | 16,425 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $88,594 | 16,437 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $19,467 | 6,425 | Shares | Defined | 2025-05-13 | |
| 2024-09-30 | $13,942 | 6,425 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $17,100 | 5,000 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $17,883 | 5,139 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $9,760 | 5,137 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $11,540 | 5,129 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $12,653 | 5,123 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $12,792 | 5,117 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $20,230 | 10,115 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $25,482 | 10,112 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $20,424 | 10,111 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $13,010 | 5,102 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $142,286 | 30,798 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $198,009 | 24,177 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $207,834 | 24,831 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $70,165 | 8,373 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $285,111 | 24,988 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $170,184 | 25,515 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $197,726 | 26,189 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $311 | 92 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||