Marks Group Wealth Management, Inc
Position in ROP — Roper Technologies Inc
CIK 1802473
MINNETONKA, MN
Position in ROP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,880,317
-$2,310,817 QoQ
Shares Held
11,467
-34.5% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#315
of 1,070 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 6%
None 0%
Common Shares in ROP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Marks Group Wealth Management, Inc holds $28,751,613 across 15 Software - Application names. ROP ranks #2 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
24,904 | $3,901,460 | |
| 2 | ROP |
Roper Technologies Inc
This page
|
11,467 | $3,880,317 | |
| 3 | ADP |
Automatic Data Processing Inc
|
15,920 | $3,565,283 | |
| 4 | NOW |
ServiceNow, Inc.
|
34,242 | $3,399,544 | |
| 5 | SSNC |
SS&C Technologies Holdings Inc
|
52,711 | $3,270,716 | |
| 6 | FICO |
Fair Isaac Corp
|
1,922 | $2,296,366 | |
| 7 | UBER |
Uber Technologies, Inc
|
27,448 | $1,980,647 | |
| 8 | PTC |
Ptc Inc.
|
13,003 | $1,477,270 |
All Filings in ROP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,880,317 | 11,467 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $6,191,134 | 17,496 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,690,572 | 8,291 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $7,588,565 | 15,217 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $11,872,463 | 20,945 | Shares | Other | 2025-07-22 | |
| 2025-03-31 | $12,354,058 | 20,954 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $10,673,039 | 20,531 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $11,634,047 | 20,908 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $3,112,530 | 5,522 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,042,556 | 5,425 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $2,869,774 | 5,264 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $2,517,770 | 5,199 | Shares | Other | 2023-10-30 | |
| 2023-06-30 | $2,494,870 | 5,189 | Shares | Other | 2023-07-19 | |
| 2023-03-31 | $2,292,469 | 5,202 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $2,175,140 | 5,034 | Shares | Other | 2023-02-06 | |
| 2022-09-30 | $1,797,480 | 4,998 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $1,933,390 | 4,899 | Shares | Other | 2022-08-09 | |
| 2022-03-31 | $2,248,286 | 4,761 | Shares | Other | 2022-05-10 | |
| 2021-12-31 | $4,692,344 | 9,540 | Shares | Other | 2022-03-03 | |
| 2021-09-30 | $7,405,757 | 16,600 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $7,813,783 | 16,618 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $6,813,218 | 16,892 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,592,445 | 3,694 | Shares | Other | 2021-02-08 | |
| 2020-09-30 | $1,364,709 | 3,454 | Shares | Other | 2020-11-10 | |
| 2020-06-30 | $794,379 | 2,046 | Shares | Other | 2020-08-10 | |
| 2020-03-31 | $626,425 | 2,009 | Shares | Other | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||