Position in KARO
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$372,653
+$32,450 QoQ
Shares Held
7,477
0.0% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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 Mar 31, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $25,114,131 across 20 Software - Application names. KARO ranks #14 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FICO |
Fair Isaac Corp
|
6,528 | $6,968,901 | |
| 2 | ADP |
Automatic Data Processing Inc
|
12,561 | $2,552,143 | |
| 3 | ADBE |
Adobe Inc.
|
10,257 | $2,493,271 | |
| 4 | DT |
Dynatrace, Inc.
|
56,043 | $2,072,470 | |
| 5 | CRM |
Salesforce, Inc.
|
9,628 | $1,797,258 | |
| 6 | NOW |
ServiceNow, Inc.
|
12,348 | $1,290,983 | |
| 7 | INTU |
Intuit Inc.
|
2,729 | $1,179,965 | |
| 8 | SHOP |
Shopify Inc.
|
8,756 | $1,038,636 |
All Filings in KARO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||