Position in NRDY
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$255,312
+$85,914 QoQ
Shares Held
312,883
+92.1% QoQ
Ownership
0.165%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NRDY Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $25,114,131 across 20 Software - Application names. NRDY ranks #18 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FICO |
Fair Isaac Corp
|
6,528 | $6,968,901 | |
| 2 | ADP |
Automatic Data Processing Inc
|
12,561 | $2,552,143 | |
| 3 | ADBE |
Adobe Inc.
|
10,257 | $2,493,271 | |
| 4 | DT |
Dynatrace, Inc.
|
56,043 | $2,072,470 | |
| 5 | CRM |
Salesforce, Inc.
|
9,628 | $1,797,258 | |
| 6 | NOW |
ServiceNow, Inc.
|
12,348 | $1,290,983 | |
| 7 | INTU |
Intuit Inc.
|
2,729 | $1,179,965 | |
| 8 | SHOP |
Shopify Inc.
|
8,756 | $1,038,636 |
All Filings in NRDY
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $255,312 | 312,883 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $169,398 | 162,883 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $299,732 | 237,883 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $143,249 | 87,883 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $124,793 | 87,883 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $263,870 | 162,883 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $86,388 | 87,883 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $132,402 | 79,283 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $230,713 | 79,283 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $270,229 | 78,784 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $292,470 | 79,046 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $277,496 | 66,546 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $165,302 | 39,546 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $55,320 | 24,587 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $59,999 | 28,436 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $105,999 | 49,765 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $51,999 | 10,216 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $46,998 | 10,444 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $101,997 | 10,210 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||