Position in ROP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,335,492
-$1,622,573 QoQ
Shares Held
12,252
-8.5% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
13 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in ROP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Waverly Advisors, LLC holds $98,071,792 across 32 Software - Application names. ROP ranks #7 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
140,659 | $26,256,815 | |
| 2 | UBER |
Uber Technologies, Inc
|
173,360 | $12,469,784 | |
| 3 | NOW |
ServiceNow, Inc.
|
109,932 | $11,493,390 | |
| 4 | INTU |
Intuit Inc.
|
20,891 | $9,032,850 | |
| 5 | ADBE |
Adobe Inc.
|
29,660 | $7,209,752 | |
| 6 | TYL |
Tyler Technologies Inc
|
12,751 | $4,365,687 | |
| 7 | ROP |
Roper Technologies Inc
This page
|
12,252 | $4,335,492 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
14,334 | $3,982,988 |
All Filings in ROP
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,335,492 | 12,252 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,958,065 | 13,385 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $8,114,184 | 16,271 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,977,045 | 15,837 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $9,245,793 | 15,682 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,087,197 | 4,015 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,336,568 | 2,402 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,340,383 | 2,378 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,113,827 | 1,986 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,077,255 | 1,976 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $1,009,238 | 2,084 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $1,005,833 | 2,092 | Shares | Other | 2023-08-15 | |
| 2021-06-30 | $208,298 | 443 | Shares | Other | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||