Position in ROP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,553,707
-$868,539 QoQ
Shares Held
31,188
-3.4% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
2.93%
of 13F equity value
Holder Rank
#197
of 1,074 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in ROP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026PYA Waltman Capital, LLC holds $14,003,656 across 2 Software - Application names. ROP ranks #1 (75.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROP |
Roper Technologies Inc
This page
|
31,188 | $10,553,707 | |
| 2 | ADP |
Automatic Data Processing Inc
|
15,405 | $3,449,949 |
All Filings in ROP
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,553,707 | 31,188 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $11,422,246 | 32,279 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $7,025,041 | 15,782 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $13,324,498 | 26,719 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $9,370,998 | 16,532 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,571,975 | 12,843 | Shares | Sole | 2025-05-01 | |
| No filing history on record for this holder in this stock. | ||||||