Position in PUBM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$130,577
-$169,625 QoQ
Shares Held
15,963
+8.0% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
6 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in PUBM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026MERCER GLOBAL ADVISORS INC /ADV holds $313,739,919 across 98 Software - Application names. PUBM ranks #83 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
374,180 | $26,914,767 | |
| 2 | CRM |
Salesforce, Inc.
|
137,994 | $25,759,339 | |
| 3 | ADP |
Automatic Data Processing Inc
|
119,948 | $24,371,034 | |
| 4 | NOW |
ServiceNow, Inc.
|
177,608 | $18,568,916 | |
| 5 | ADBE |
Adobe Inc.
|
69,009 | $16,774,707 | |
| 6 | ZM |
Zoom Communications, Inc.
|
202,017 | $16,240,146 | |
| 7 | INTU |
Intuit Inc.
|
34,515 | $14,923,595 | |
| 8 | WRD |
WeRide Inc.
|
1,664,998 | $13,469,833 |
All Filings in PUBM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $130,577 | 15,963 | Shares | Sole | 2026-05-15 | |
| 2024-06-30 | $300,202 | 14,781 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $371,526 | 15,663 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $268,022 | 16,433 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $171,227 | 14,151 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $206,911 | 11,319 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||