Position in LIF
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$489
-$2,591,632 QoQ
Shares Held
12
-100.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LIF Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Root Financial Partners, LLC holds $1,991,174 across 7 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
2,269 | $355,461 | |
| 2 | SHOP |
Shopify Inc.
|
2,845 | $324,842 | |
| 3 | WDAY |
Workday, Inc.
|
2,604 | $318,781 | |
| 4 | UBER |
Uber Technologies, Inc
|
3,894 | $280,991 | |
| 5 | ADBE |
Adobe Inc.
|
1,196 | $245,203 | |
| 6 | ADP |
Automatic Data Processing Inc
|
1,086 | $243,209 | |
| 7 | SNOW |
Snowflake Inc.
|
875 | $222,687 |
All Filings in LIF
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $489 | 12 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $2,592,121 | 39,726 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||