Position in LPSN
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,170
+$1,168 QoQ
Shares Held
459
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LPSN Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026CWM, LLC holds $322,817,246 across 145 Software - Application names. LPSN ranks #130 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
235,476 | $35,514,490 | |
| 2 | NOW |
ServiceNow, Inc.
|
265,929 | $27,802,876 | |
| 3 | CRM |
Salesforce, Inc.
|
137,932 | $25,747,766 | |
| 4 | UBER |
Uber Technologies, Inc
|
345,934 | $24,883,032 | |
| 5 | ADBE |
Adobe Inc.
|
88,129 | $21,422,397 | |
| 6 | MSTR |
Strategy Inc
|
162,715 | $20,257,654 | |
| 7 | ZM |
Zoom Communications, Inc.
|
205,948 | $16,556,159 | |
| 8 | INTU |
Intuit Inc.
|
24,481 | $10,585,094 |
All Filings in LPSN
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,170 | 459 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2 | 459 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $3,995 | 6,888 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $6,956 | 6,888 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $5,510 | 6,888 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $10,469 | 6,888 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $8,816 | 6,888 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $4,048 | 6,980 | Shares | Sole | 2024-07-10 | |
| 2023-12-31 | $2,145 | 566 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $2,847 | 732 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $3 | 564 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $8,564 | 1,942 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $26,688 | 2,632 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $16,739 | 1,777 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $17,646 | 1,248 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $20,195 | 827 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $15,252 | 427 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $22,007 | 348 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $18,353 | 348 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $21,656 | 348 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $18,092 | 348 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $14,417 | 348 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $7,917 | 348 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||