Position in PLUS
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$98,605,942
-$12,090,749 QoQ
Shares Held
1,310,378
+3.8% QoQ
Ownership
5.01%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 92.79871914821524.ToString("F0")%
Shared 4.902173266034686.ToString("F0")%
None 2.299107585750066.ToString("F0")%
Common Shares in PLUS Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $7,507,646,700 across 119 Software - Application names. PLUS ranks #19 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
3,984,154 | $743,722,025 | |
| 2 | ADP |
Automatic Data Processing Inc
|
2,413,934 | $490,463,108 | |
| 3 | ADBE |
Adobe Inc.
|
1,859,384 | $451,979,060 | |
| 4 | UBER |
Uber Technologies, Inc
|
5,834,231 | $419,656,233 | |
| 5 | INTU |
Intuit Inc.
|
803,267 | $347,316,583 | |
| 6 | ADSK |
Autodesk, Inc.
|
1,391,855 | $333,210,085 | |
| 7 | PAYX |
Paychex Inc
|
2,822,569 | $260,015,053 | |
| 8 | ALIT |
Alight, Inc. / Delaware
|
18,726,274 | $218,235,995 |
All Filings in PLUS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $113,862,302 | 1,368,044 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $98,605,942 | 1,310,378 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $110,696,691 | 1,262,220 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $92,760,361 | 1,306,300 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $94,242,052 | 1,307,102 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $80,491,914 | 1,318,891 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $97,967,537 | 1,326,036 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $131,394,431 | 1,336,124 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $104,529,224 | 1,418,692 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $113,054,949 | 1,439,457 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $119,996,403 | 1,502,961 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $96,407,287 | 1,517,747 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $84,356,821 | 1,498,345 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $74,158,531 | 1,512,205 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $65,761,908 | 1,485,138 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $59,331,414 | 1,428,296 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $74,229,036 | 1,397,384 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $78,225,731 | 1,395,393 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $74,438,183 | 1,381,555 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $35,282,705 | 687,705 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $29,848,667 | 688,630 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $33,978,236 | 682,020 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $30,787,777 | 700,120 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $26,784,612 | 731,820 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $26,877,483 | 760,540 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $24,124,542 | 770,506 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||