Position in MAPS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$522
+$211 QoQ
Shares Held
794
+110.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
10 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in MAPS Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Allworth Financial LP holds $70,024,948 across 138 Software - Application names. MAPS ranks #127 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
142,220 | $28,896,259 | |
| 2 | CRM |
Salesforce, Inc.
|
51,682 | $9,647,478 | |
| 3 | INTU |
Intuit Inc.
|
6,944 | $3,002,446 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
10,238 | $2,844,833 | |
| 5 | SNOW |
Snowflake Inc.
|
18,401 | $2,775,238 | |
| 6 | NOW |
ServiceNow, Inc.
|
24,897 | $2,602,981 | |
| 7 | UBER |
Uber Technologies, Inc
|
35,612 | $2,561,571 | |
| 8 | SHOP |
Shopify Inc.
|
21,101 | $2,503,000 |
All Filings in MAPS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $522 | 794 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $311 | 378 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $74 | 64 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $44 | 50 | Shares | Sole | 2025-08-07 | |
| 2023-09-30 | $125 | 95 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $79 | 95 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $80 | 95 | Shares | Sole | 2023-04-18 | |
| 2022-09-30 | $152 | 95 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $312 | 95 | Shares | Sole | 2022-07-13 | |
| 2021-12-31 | $568 | 95 | Shares | Sole | 2022-01-21 | |
| No filing history on record for this holder in this stock. | ||||||