Position in NATL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,081,639
+$14,597 QoQ
Shares Held
47,953
+1.1% QoQ
Ownership
0.065%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#96
of 361 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NATL Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Janney Montgomery Scott LLC holds $446,020,215 across 58 Software - Application names. NATL ranks #24 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
965,792 | $69,691,550 | |
| 2 | ADP |
Automatic Data Processing Inc
|
254,078 | $56,900,768 | |
| 3 | NOW |
ServiceNow, Inc.
|
338,446 | $33,600,918 | |
| 4 | CRM |
Salesforce, Inc.
|
209,167 | $32,768,102 | |
| 5 | YOU |
Clear Secure, Inc.
|
574,411 | $32,011,925 | |
| 6 | SHOP |
Shopify Inc.
|
242,597 | $27,699,725 | |
| 7 | INTU |
Intuit Inc.
|
91,955 | $24,000,255 | |
| 8 | SNOW |
Snowflake Inc.
|
89,073 | $22,669,078 |
All Filings in NATL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,081,639 | 47,953 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,067,042 | 47,431 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,759,424 | 46,167 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,844,032 | 46,910 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,760,386 | 61,703 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $438,620 | 16,627 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $584,814 | 17,241 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||