Position in KARO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$254,895
-$117,758 QoQ
Shares Held
5,164
-30.9% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#50
of 82 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KARO Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $24,014,638 across 22 Software - Application names. KARO ranks #17 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
13,217 | $3,363,726 | |
| 2 | NOW |
ServiceNow, Inc.
|
32,293 | $3,206,049 | |
| 3 | ADP |
Automatic Data Processing Inc
|
13,026 | $2,917,172 | |
| 4 | DT |
Dynatrace, Inc.
|
49,488 | $2,173,018 | |
| 5 | DDOG |
Datadog, Inc.
|
5,873 | $1,529,094 | |
| 6 | CRM |
Salesforce, Inc.
|
8,906 | $1,395,213 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
3,249 | $1,219,414 | |
| 8 | ADBE |
Adobe Inc.
|
5,573 | $1,142,576 |
All Filings in KARO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $254,895 | 5,164 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $372,653 | 7,477 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $340,203 | 7,477 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $427,086 | 7,477 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $366,223 | 7,477 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||