Position in RAMP
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$421,561
+$30,177 QoQ
Shares Held
15,896
+19.3% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RAMP Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026EP Wealth Advisors, LLC holds $552,540,517 across 26 Software - Infrastructure names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
939,168 | $350,328,447 | |
| 2 | PANW |
Palo Alto Networks Inc
|
237,773 | $81,085,348 | |
| 3 | ORCL |
Oracle Corp
|
466,837 | $68,414,962 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
79,012 | $15,074,304 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
73,669 | $8,594,962 | |
| 6 | DOX |
Amdocs Ltd
|
81,471 | $4,117,544 | |
| 7 | NET |
Cloudflare, Inc.
|
14,903 | $3,655,407 | |
| 8 | FTNT |
Fortinet, Inc.
|
22,838 | $3,508,373 |
All Filings in RAMP
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $421,561 | 15,896 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $391,384 | 13,326 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $385,775 | 11,676 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $262,550 | 10,044 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $247,758 | 8,158 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||