Corient Private Wealth LLC

Position in MAPS — Wm Technology, Inc.

CIK 1948780 MIAMI, FL

Position in MAPS

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$116,217

-$8,847 QoQ

Shares Held

176,623

+16.5% QoQ

Ownership

0.111%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0.8945607310486177.ToString("F0")% Shared 0.ToString("F0")% None 99.10543926895137.ToString("F0")%

Technology · as of Mar 31, 2026

Corient Private Wealth LLC holds $972,387,478 across 77 Software - Application names. MAPS ranks #71 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ROP	Roper Technologies Inc	496,095	$175,548,176
2	NOW	ServiceNow, Inc.	1,248,556	$130,536,529
3	UBER	Uber Technologies, Inc	1,491,545	$107,286,831
4	ADP	Automatic Data Processing Inc	408,761	$83,052,059
5	CRM	Salesforce, Inc.	417,509	$77,936,404
6	PAYX	Paychex Inc	742,114	$68,363,541
7	INTU	Intuit Inc.	125,726	$54,361,407
8	ADBE	Adobe Inc.	160,893	$39,109,869

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$116,217	176,623	+16.5%	Shares	Sole	2026-05-15
2025-12-31	$125,064	151,593	+65.5%	Shares	Sole	2026-03-09
2025-09-30	$106,232	91,580	+77.5%	Shares	Sole	2025-11-14
2025-06-30	$46,215	51,580	+10.7%	Shares	Sole	2025-09-26
2025-03-31	$52,635	46,580	0.0%	Shares	Sole	2025-05-14
2024-12-31	$64,280	46,580	+7.9%	Shares	Sole	2025-02-10
2024-09-30	$37,549	43,160	+100.0%	Shares	Sole	2024-11-12
2024-06-30	$22,443	21,580	0.0%	Shares	Sole	2024-08-13
2024-03-31	$28,701	21,580	0.0%	Shares	Sole	2024-05-09
2023-12-31	$15,537	21,580	-0.3%	Shares	Sole	2024-02-09
2023-09-30	$28,578	21,650	+7.9%	Shares	Sole	2023-11-03
2023-06-30	$16,818	20,070	+72.3%	Shares	Sole	2023-08-10
2023-03-31	$9,890	11,650	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.