Position in PHUN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$36
-$1,298 QoQ
Shares Held
18
-97.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#28
of 35 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PHUN Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $6,330,253,782 across 156 Software - Application names. PHUN ranks #151 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
7,193,141 | $1,610,903,924 | |
| 2 | UBER |
Uber Technologies, Inc
|
9,100,026 | $656,657,874 | |
| 3 | NOW |
ServiceNow, Inc.
|
5,007,309 | $497,125,634 | |
| 4 | CRM |
Salesforce, Inc.
|
3,107,764 | $486,862,305 | |
| 5 | PAYX |
Paychex Inc
|
3,852,234 | $378,790,167 | |
| 6 | SHOP |
Shopify Inc.
|
2,866,960 | $327,349,490 | |
| 7 | DDOG |
Datadog, Inc.
|
1,205,829 | $313,949,636 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
679,647 | $255,085,109 |
All Filings in PHUN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36 | 18 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,334 | 754 | Shares | Defined | 2026-07-08 | |
| 2025-12-31 | $1,393 | 753 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,068 | 752 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $2,387 | 753 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,221 | 753 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $4,019 | 773 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $3,495 | 1,022 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $5,616 | 1,023 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $9,810 | 1,095 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $217 | 2,650 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $429 | 2,406 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,271 | 2,354 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $1,640 | 2,310 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,313 | 1,699 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $3,129 | 2,652 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,994 | 2,773 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $7,016 | 2,524 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $3,826 | 1,455 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,288 | 1,387 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,973 | 1,420 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $2,339 | 1,418 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $1,626 | 1,291 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $1,123 | 1,228 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $22,706 | 18,461 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $24,358 | 36,087 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||