Position in KC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,068
-$2,413 QoQ
Shares Held
560
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#67
of 84 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KC Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026ATLAS CAPITAL ADVISORS INC. holds $3,275,809 across 21 Software - Application names. KC ranks #17 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
3,683 | $824,807 | |
| 2 | RNG |
RingCentral, Inc.
|
18,528 | $722,221 | |
| 3 | GWRE |
Guidewire Software, Inc.
|
2,458 | $302,456 | |
| 4 | PEGA |
Pegasystems Inc
|
9,242 | $276,982 | |
| 5 | ZM |
Zoom Communications, Inc.
|
2,650 | $228,721 | |
| 6 | NATL |
NCR Atleos Corp
|
4,333 | $188,095 | |
| 7 | PAYX |
Paychex Inc
|
1,487 | $146,216 | |
| 8 | INTU |
Intuit Inc.
|
560 | $146,160 |
All Filings in KC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,068 | 560 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $7,481 | 560 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $5,790 | 560 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $31,174 | 2,490 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $104,253 | 7,260 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||