Position in ROP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$28,888,068
-$30,934,288 QoQ
Shares Held
81,637
-39.3% QoQ
Ownership
0.081%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 65.33511413307431.ToString("F0")%
Shared 0.ToString("F0")%
None 34.664885866925694.ToString("F0")%
Common Shares in ROP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Focus Partners Wealth holds $743,357,285 across 64 Software - Application names. ROP ranks #8 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
947,077 | $176,790,863 | |
| 2 | NOW |
ServiceNow, Inc.
|
995,592 | $104,089,143 | |
| 3 | UBER |
Uber Technologies, Inc
|
1,137,864 | $81,846,557 | |
| 4 | INTU |
Intuit Inc.
|
131,933 | $57,045,190 | |
| 5 | FICO |
Fair Isaac Corp
|
52,278 | $55,808,856 | |
| 6 | ADBE |
Adobe Inc.
|
175,229 | $42,594,665 | |
| 7 | ADP |
Automatic Data Processing Inc
|
185,700 | $37,730,526 | |
| 8 | ROP |
Roper Technologies Inc
This page
|
81,637 | $28,888,068 |
All Filings in ROP
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $28,888,068 | 81,637 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $59,822,356 | 134,393 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $60,469,154 | 121,256 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $68,032,703 | 120,021 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $73,488,199 | 124,645 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $65,985,600 | 126,932 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $70,231,074 | 126,215 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $116,554,742 | 206,782 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $8,663,295 | 15,447 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $8,449,589 | 15,499 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||