Position in ROP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,070,485
-$2,559,839 QoQ
Shares Held
29,760
-16.6% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#198
of 1,070 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 1%
None 0%
Common Shares in ROP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Evercore Wealth Management, LLC holds $176,795,992 across 10 Software - Application names. ROP ranks #4 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
1,219,547 | $88,002,510 | |
| 2 | NOW |
ServiceNow, Inc.
|
589,067 | $58,482,571 | |
| 3 | ADP |
Automatic Data Processing Inc
|
54,502 | $12,205,722 | |
| 4 | ROP |
Roper Technologies Inc
This page
|
29,760 | $10,070,485 | |
| 5 | CRM |
Salesforce, Inc.
|
24,691 | $3,868,092 | |
| 6 | ADBE |
Adobe Inc.
|
13,346 | $2,736,196 | |
| 7 | PAYX |
Paychex Inc
|
7,541 | $741,506 | |
| 8 | SSNC |
SS&C Technologies Holdings Inc
|
4,410 | $273,640 |
All Filings in ROP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,070,485 | 29,760 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $12,630,324 | 35,693 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $17,302,647 | 38,871 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $20,659,230 | 41,427 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $23,807,279 | 42,000 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $26,514,001 | 44,971 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $25,845,381 | 49,717 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $29,673,831 | 53,328 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $30,381,837 | 53,901 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $31,165,878 | 55,570 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $31,357,632 | 57,519 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $28,483,896 | 58,817 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $33,481,469 | 69,637 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $32,483,699 | 73,711 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $34,727,073 | 80,370 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $30,834,094 | 85,736 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $37,257,327 | 94,406 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $51,032,950 | 108,068 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $95,205,404 | 193,562 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $86,508,175 | 193,908 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $97,103,352 | 206,515 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $82,810,945 | 205,313 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $85,732,591 | 198,874 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $77,306,035 | 195,657 | Shares | Other | 2020-11-16 | |
| 2020-06-30 | $75,808,541 | 195,252 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $61,041,484 | 195,765 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||