Position in ROP
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$790,169
-$198,019 QoQ
Shares Held
2,233
+0.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ROP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Bogart Wealth, LLC holds $36,818,943 across 55 Software - Application names. ROP ranks #6 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
43,021 | $8,741,006 | |
| 2 | SHOP |
Shopify Inc.
|
61,784 | $7,328,818 | |
| 3 | UBER |
Uber Technologies, Inc
|
98,047 | $7,052,520 | |
| 4 | ADSK |
Autodesk, Inc.
|
27,321 | $6,540,647 | |
| 5 | INTU |
Intuit Inc.
|
12,026 | $5,199,801 | |
| 6 | ROP |
Roper Technologies Inc
This page
|
2,233 | $790,169 | |
| 7 | ADBE |
Adobe Inc.
|
1,689 | $410,562 | |
| 8 | CRM |
Salesforce, Inc.
|
1,096 | $204,590 |
All Filings in ROP
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $790,169 | 2,233 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $988,188 | 2,220 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $5,420,760 | 10,870 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $7,471,518 | 13,181 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $7,674,562 | 13,017 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $6,712,823 | 12,913 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $7,199,220 | 12,938 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $7,224,430 | 12,817 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $6,991,992 | 12,467 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $2,725 | 5 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $2,421 | 5 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $2,404 | 5 | Shares | Sole | 2023-07-31 | |
| 2022-12-31 | $0 | 0 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $0 | 0 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $0 | 0 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $0 | 0 | Shares | Sole | 2022-04-22 | |
| No filing history on record for this holder in this stock. | ||||||