Position in MNTN
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$440,000
-$157,000 QoQ
Shares Held
50,000
0.0% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MNTN Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Dakota Wealth Management holds $11,517,589 across 14 Software - Application names. MNTN ranks #9 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
30,088 | $2,164,229 | |
| 2 | CRM |
Salesforce, Inc.
|
9,666 | $1,804,352 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
5,932 | $1,648,324 | |
| 4 | ADBE |
Adobe Inc.
|
3,704 | $900,368 | |
| 5 | DOCU |
Docusign, Inc.
|
18,058 | $856,129 | |
| 6 | NOW |
ServiceNow, Inc.
|
7,901 | $826,049 | |
| 7 | SHOP |
Shopify Inc.
|
6,440 | $763,912 | |
| 8 | ADP |
Automatic Data Processing Inc
|
3,556 | $722,508 |
All Filings in MNTN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $440,000 | 50,000 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $597,000 | 50,000 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $927,500 | 50,000 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||