Position in RDVT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,439,519
+$3,412,894 QoQ
Shares Held
85,366
+45.7% QoQ
Ownership
0.532%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#29
of 174 holders
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in RDVT Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026JPMORGAN CHASE & CO holds $20,019,258,893 across 153 Software - Application names. RDVT ranks #80 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
7,865,907 | $2,952,232,205 | |
| 2 | SNOW |
Snowflake Inc.
|
9,218,816 | $2,346,188,666 | |
| 3 | SHOP |
Shopify Inc.
|
15,220,724 | $1,737,902,256 | |
| 4 | CRM |
Salesforce, Inc.
|
10,440,961 | $1,635,680,940 | |
| 5 | NOW |
ServiceNow, Inc.
|
13,949,279 | $1,384,884,410 | |
| 6 | INTU |
Intuit Inc.
|
4,808,487 | $1,255,015,107 | |
| 7 | DDOG |
Datadog, Inc.
|
4,451,836 | $1,159,080,013 | |
| 8 | ADSK |
Autodesk, Inc.
|
5,023,243 | $976,618,891 |
All Filings in RDVT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,439,519 | 85,366 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $2,026,625 | 58,573 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $1,364,178 | 23,954 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $1,352,072 | 25,877 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $1,875,502 | 38,120 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $1,358,125 | 36,130 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $2,145,537 | 59,269 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $888,861 | 31,243 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $370,381 | 14,582 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $465,660 | 23,819 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $171,562 | 8,591 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $171,905 | 8,591 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $198,870 | 9,668 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $149,353 | 8,486 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $153,912 | 6,715 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $108,335 | 6,255 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $111,554 | 5,859 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $22,600 | 793 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $396 | 10 | Shares | Defined | 2022-02-11 | |
| 2021-03-31 | $46,842 | 2,543 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $113,212 | 4,336 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $71,273 | 3,861 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $482,877 | 27,374 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||