Position in NRDY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$18,432
+$1,227 QoQ
Shares Held
22,589
+36.5% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in NRDY Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Focus Partners Wealth holds $742,363,015 across 64 Software - Application names. NRDY ranks #64 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
947,077 | $176,790,863 | |
| 2 | NOW |
ServiceNow, Inc.
|
995,592 | $104,089,143 | |
| 3 | UBER |
Uber Technologies, Inc
|
1,137,864 | $81,846,557 | |
| 4 | INTU |
Intuit Inc.
|
131,933 | $57,045,190 | |
| 5 | FICO |
Fair Isaac Corp
|
52,278 | $55,808,856 | |
| 6 | ADBE |
Adobe Inc.
|
175,229 | $42,594,665 | |
| 7 | ADP |
Automatic Data Processing Inc
|
185,700 | $37,730,526 | |
| 8 | ROP |
Roper Technologies Inc
|
81,637 | $28,888,068 |
All Filings in NRDY
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,432 | 22,589 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $17,205 | 16,544 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $20,377 | 16,173 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $25,224 | 15,475 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $21,253 | 14,967 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $25,071 | 15,476 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $15,196 | 15,459 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||