Position in PLUS
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$2,001,725
-$614,892 QoQ
Shares Held
26,601
-10.8% QoQ
Ownership
0.102%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 70.00864629149281.ToString("F0")%
Shared 0.ToString("F0")%
None 29.9913537085072.ToString("F0")%
Common Shares in PLUS Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026LPL Financial LLC holds $1,912,067,731 across 106 Software - Application names. PLUS ranks #45 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
1,329,703 | $248,215,659 | |
| 2 | NOW |
ServiceNow, Inc.
|
2,043,851 | $213,684,622 | |
| 3 | UBER |
Uber Technologies, Inc
|
2,790,297 | $200,706,063 | |
| 4 | SHOP |
Shopify Inc.
|
1,465,785 | $173,871,416 | |
| 5 | PAYX |
Paychex Inc
|
1,451,615 | $133,722,773 | |
| 6 | ADP |
Automatic Data Processing Inc
|
655,251 | $133,133,898 | |
| 7 | ADBE |
Adobe Inc.
|
431,085 | $104,788,141 | |
| 8 | INTU |
Intuit Inc.
|
242,272 | $104,753,567 |
All Filings in PLUS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $296,748 | 5,784 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $231,809 | 5,348 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $232,808 | 4,673 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $205,275 | 4,668 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $163,675 | 4,472 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $156,838 | 4,438 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $116,911 | 3,734 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||