Position in PLUS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,752,407
-$249,318 QoQ
Shares Held
21,055
-20.8% QoQ
Ownership
0.081%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#86
of 289 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in PLUS Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026LPL Financial LLC holds $1,954,315,123 across 106 Software - Application names. PLUS ranks #50 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
2,087,834 | $207,280,159 | |
| 2 | UBER |
Uber Technologies, Inc
|
2,717,170 | $196,070,987 | |
| 3 | CRM |
Salesforce, Inc.
|
1,227,518 | $192,302,969 | |
| 4 | SHOP |
Shopify Inc.
|
1,658,508 | $189,368,443 | |
| 5 | ADP |
Automatic Data Processing Inc
|
810,178 | $181,439,363 | |
| 6 | PAYX |
Paychex Inc
|
1,503,466 | $147,835,811 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
344,314 | $129,227,930 | |
| 8 | SNOW |
Snowflake Inc.
|
481,353 | $122,504,338 |
All Filings in PLUS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,752,407 | 21,055 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,001,725 | 26,601 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,616,617 | 29,836 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,077,042 | 29,250 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,908,919 | 26,476 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,589,831 | 26,050 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,414,693 | 32,684 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,678,879 | 27,241 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,011,021 | 27,294 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,664,076 | 33,920 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,597,514 | 32,534 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,080,788 | 32,758 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,644,297 | 29,206 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,503,517 | 30,659 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,053,509 | 23,792 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $894,646 | 21,537 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,150,101 | 21,651 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,070,633 | 19,098 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $723,069 | 13,420 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $593,496 | 5,784 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $463,618 | 5,348 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $465,617 | 4,673 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $410,550 | 4,668 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $327,350 | 4,472 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $313,677 | 4,438 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $233,823 | 3,734 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||