Position in LIF
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$683,775
-$70,511 QoQ
Shares Held
16,751
+42.4% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 24.010506835412812.ToString("F0")%
Shared 0.ToString("F0")%
None 75.98949316458719.ToString("F0")%
Common Shares in LIF Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Orion Porfolio Solutions, LLC holds $105,820,496 across 41 Software - Application names. LIF ranks #32 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
75,001 | $14,000,436 | |
| 2 | NOW |
ServiceNow, Inc.
|
93,337 | $9,758,383 | |
| 3 | INTU |
Intuit Inc.
|
21,943 | $9,487,713 | |
| 4 | UBER |
Uber Technologies, Inc
|
93,533 | $6,727,828 | |
| 5 | PAYX |
Paychex Inc
|
67,879 | $6,253,013 | |
| 6 | ADBE |
Adobe Inc.
|
23,021 | $5,595,943 | |
| 7 | SHOP |
Shopify Inc.
|
43,809 | $5,196,622 | |
| 8 | PCOR |
Procore Technologies, Inc.
|
72,925 | $4,156,725 |
All Filings in LIF
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $683,775 | 16,751 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $754,286 | 11,760 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,048,649 | 9,865 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||