Position in LIF
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$325,184
New position
Shares Held
5,874
first reported quarter
Ownership
0.007%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#116
of 200 holders
Holding Since
Jun 2026
1 quarter on record
Position in Software - Application
Technology · as of Jun 30, 2026Summit Global Investments holds $14,087,297 across 17 Software - Application names. LIF ranks #15 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
13,227 | $2,072,141 | |
| 2 | INTU |
Intuit Inc.
|
5,732 | $1,496,052 | |
| 3 | ADP |
Automatic Data Processing Inc
|
6,512 | $1,458,362 | |
| 4 | ADBE |
Adobe Inc.
|
6,831 | $1,400,491 | |
| 5 | ROP |
Roper Technologies Inc
|
3,024 | $1,023,291 | |
| 6 | ZM |
Zoom Communications, Inc.
|
11,049 | $953,639 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
2,291 | $859,858 | |
| 8 | SPSC |
Sps Commerce Inc
|
14,478 | $827,707 |
All Filings in LIF
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $325,184 | 5,874 | Shares | Sole | 2026-08-03 | |
| No filing history on record for this holder in this stock. | ||||||