Position in LIF
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$275,305
+$71,818 QoQ
Shares Held
4,973
-0.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#124
of 200 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LIF Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026SageView Advisory Group, LLC holds $10,825,405 across 11 Software - Application names. LIF ranks #8 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADSK |
Autodesk, Inc.
|
30,633 | $5,955,667 | |
| 2 | CRM |
Salesforce, Inc.
|
7,025 | $1,100,536 | |
| 3 | PAYX |
Paychex Inc
|
9,826 | $966,190 | |
| 4 | NOW |
ServiceNow, Inc.
|
7,101 | $704,987 | |
| 5 | SHOP |
Shopify Inc.
|
3,598 | $410,819 | |
| 6 | UBER |
Uber Technologies, Inc
|
5,191 | $374,582 | |
| 7 | ADP |
Automatic Data Processing Inc
|
1,281 | $286,879 | |
| 8 | LIF |
Life360, Inc.
This page
|
4,973 | $275,305 |
All Filings in LIF
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $275,305 | 4,973 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $203,487 | 4,985 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $320,379 | 4,995 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $530,224 | 4,988 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||