Position in NVNI
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$78,376
-$16,501 QoQ
Shares Held
82,502
0.0% QoQ
Ownership
0.706%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1
of 11 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NVNI Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026DRIVE WEALTH MANAGEMENT, LLC holds $5,503,045 across 17 Software - Application names. NVNI ranks #17 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTA |
Intapp, Inc.
|
21,256 | $535,863 | |
| 2 | PTRN |
Pattern Group Inc.
|
20,408 | $514,077 | |
| 3 | CRM |
Salesforce, Inc.
|
2,956 | $463,086 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
1,170 | $439,123 | |
| 5 | ADBE |
Adobe Inc.
|
2,023 | $414,754 | |
| 6 | FICO |
Fair Isaac Corp
|
338 | $403,834 | |
| 7 | UBER |
Uber Technologies, Inc
|
5,416 | $390,817 | |
| 8 | SAP |
Sap SE
|
2,071 | $319,161 |
All Filings in NVNI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $78,376 | 82,502 | Shares | Other | 2026-07-22 | |
| 2026-03-31 | $94,877 | 82,502 | Shares | Other | 2026-04-14 | |
| 2025-12-31 | $218,630 | 82,502 | Shares | Other | 2026-02-04 | |
| 2025-09-30 | $256,271 | 308,761 | Shares | Other | 2025-10-31 | |
| 2025-06-30 | $100,273 | 338,761 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $90,363 | 422,261 | Shares | Other | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||