Position in ROP
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$296,091
+$69,621 QoQ
Shares Held
875
+36.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#751
of 1,070 holders
Holding Since
Mar 2021
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, 2026BAKER TILLY WEALTH MANAGEMENT, LLC holds $4,910,422 across 8 Software - Application names. ROP ranks #5 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
10,106 | $1,153,903 | |
| 2 | ADP |
Automatic Data Processing Inc
|
4,529 | $1,014,269 | |
| 3 | CRM |
Salesforce, Inc.
|
6,290 | $985,391 | |
| 4 | ADSK |
Autodesk, Inc.
|
3,931 | $764,265 | |
| 5 | ROP |
Roper Technologies Inc
This page
|
875 | $296,091 | |
| 6 | FICO |
Fair Isaac Corp
|
208 | $248,514 | |
| 7 | INTU |
Intuit Inc.
|
920 | $240,120 | |
| 8 | WDAY |
Workday, Inc.
|
1,698 | $207,869 |
All Filings in ROP
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $296,091 | 875 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $226,470 | 640 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $381,476 | 857 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $433,860 | 870 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $495,418 | 874 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $534,749 | 907 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $453,309 | 872 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $491,892 | 884 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $417,108 | 740 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $825,556 | 1,472 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $793,222 | 1,455 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $808,747 | 1,670 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,597,698 | 3,323 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,578,110 | 3,581 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $1,379,231 | 3,192 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $901,257 | 2,506 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $1,080,551 | 2,738 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,103,601 | 2,337 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $968,964 | 1,970 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $750,836 | 1,683 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $502,173 | 1,068 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $398,096 | 987 | Shares | Sole | 2021-04-28 | |
| No filing history on record for this holder in this stock. | ||||||