Position in KC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$316
-$3,117 QoQ
Shares Held
35
-86.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#79
of 84 holders
Holding Since
Sep 2021
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KC Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Bell Investment Advisors, Inc holds $1,017,993 across 72 Software - Application names. KC ranks #72 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
942 | $245,862 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
273 | $102,462 | |
| 3 | ADP |
Automatic Data Processing Inc
|
250 | $55,987 | |
| 4 | UBER |
Uber Technologies, Inc
|
718 | $51,810 | |
| 5 | PDFS |
Pdf Solutions Inc
|
699 | $49,482 | |
| 6 | CRM |
Salesforce, Inc.
|
310 | $48,564 | |
| 7 | ADBE |
Adobe Inc.
|
213 | $43,669 | |
| 8 | DDOG |
Datadog, Inc.
|
91 | $23,692 |
All Filings in KC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $316 | 35 | Shares | Sole | 2026-08-07 | |
| 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. | ||||||