Position in ROP
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$947,492
+$10,471 QoQ
Shares Held
2,800
+5.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#530
of 1,068 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ROP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Dynamic Advisor Solutions LLC holds $16,705,372 across 16 Software - Application names. ROP ranks #5 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
21,591 | $3,382,446 | |
| 2 | INTU |
Intuit Inc.
|
12,571 | $3,281,031 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
4,645 | $1,743,361 | |
| 4 | ADBE |
Adobe Inc.
|
5,149 | $1,055,647 | |
| 5 | ROP |
Roper Technologies Inc
This page
|
2,800 | $947,492 | |
| 6 | UBER |
Uber Technologies, Inc
|
13,019 | $939,451 | |
| 7 | RSSS |
Research Solutions, Inc.
|
365,599 | $848,189 | |
| 8 | MSTR |
Strategy Inc
|
9,266 | $805,493 |
All Filings in ROP
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $947,492 | 2,800 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $937,021 | 2,648 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $4,342,243 | 9,755 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $5,413,279 | 10,855 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $5,956,354 | 10,508 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $6,096,846 | 10,341 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $5,366,411 | 10,323 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $5,608,358 | 10,079 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $5,667,601 | 10,055 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $5,682,430 | 10,132 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $5,706,839 | 10,468 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $2,178,291 | 4,498 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,651,548 | 3,435 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,369,664 | 3,108 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $777,329 | 1,799 | Shares | Sole | 2023-01-13 | |
| 2022-06-30 | $289,278 | 733 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $333,394 | 706 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $359,057 | 730 | Shares | Sole | 2022-01-26 | |
| 2020-12-31 | $570,332 | 1,323 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $533,003 | 1,349 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $524,927 | 1,352 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $390,386 | 1,252 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||