Position in KC
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$3,433
-$92 QoQ
Shares Held
257
-24.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#73
of 83 holders
Holding Since
Sep 2021
10 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in KC Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Bell Investment Advisors, Inc holds $1,228,896 across 79 Software - Application names. KC ranks #51 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
917 | $396,492 | |
| 2 | CRM |
Salesforce, Inc.
|
482 | $89,974 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
273 | $75,858 | |
| 4 | ADBE |
Adobe Inc.
|
222 | $53,963 | |
| 5 | UBER |
Uber Technologies, Inc
|
745 | $53,587 | |
| 6 | NOW |
ServiceNow, Inc.
|
461 | $48,197 | |
| 7 | ADP |
Automatic Data Processing Inc
|
201 | $40,839 | |
| 8 | SHOP |
Shopify Inc.
|
256 | $30,366 |
All Filings in KC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,433 | 257 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $3,525 | 341 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $552 | 37 | Shares | Sole | 2025-11-21 | |
| 2024-09-30 | $302 | 103 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $258 | 103 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $887 | 292 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $778 | 206 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $507 | 103 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $628 | 103 | Shares | Sole | 2023-08-09 | |
| 2021-09-30 | $1,161 | 41 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||