Position in MNTN
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$460,000
+$20,000 QoQ
Shares Held
50,000
0.0% QoQ
Ownership
0.067%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#61
of 126 holders
Holding Since
Sep 2025
4 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 Jun 30, 2026Dakota Wealth Management holds $37,235,822 across 16 Software - Application names. MNTN ranks #11 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
54,493 | $12,203,707 | |
| 2 | CRM |
Salesforce, Inc.
|
58,961 | $9,236,830 | |
| 3 | PAYX |
Paychex Inc
|
47,839 | $4,704,008 | |
| 4 | UBER |
Uber Technologies, Inc
|
46,392 | $3,347,646 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
5,741 | $2,154,712 | |
| 6 | CVLT |
Commvault Systems Inc
|
5,946 | $842,726 | |
| 7 | DT |
Dynatrace, Inc.
|
18,409 | $808,339 | |
| 8 | DOCU |
Docusign, Inc.
|
17,563 | $780,148 |
All Filings in MNTN
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $460,000 | 50,000 | Shares | Sole | 2026-08-07 | |
| 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. | ||||||