Position in ROP
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$798,307
-$208,131 QoQ
Shares Held
2,256
-0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 90.02659574468085.ToString("F0")%
Shared 0.ToString("F0")%
None 9.97340425531915.ToString("F0")%
Common Shares in ROP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026HM PAYSON & CO holds $73,865,763 across 32 Software - Application names. ROP ranks #6 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
48,487 | $20,964,808 | |
| 2 | TYL |
Tyler Technologies Inc
|
59,604 | $20,407,216 | |
| 3 | CRM |
Salesforce, Inc.
|
102,041 | $19,047,992 | |
| 4 | ADP |
Automatic Data Processing Inc
|
41,562 | $8,444,566 | |
| 5 | CWAN |
Clearwater Analytics Holdings, Inc.
|
37,500 | $886,875 | |
| 6 | ROP |
Roper Technologies Inc
This page
|
2,256 | $798,307 | |
| 7 | PAYX |
Paychex Inc
|
7,026 | $647,234 | |
| 8 | ADBE |
Adobe Inc.
|
2,657 | $645,863 |
All Filings in ROP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $798,307 | 2,256 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,006,438 | 2,261 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,241,737 | 2,490 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,411,430 | 2,490 | Shares | Sole | 2025-10-17 | |
| 2025-03-31 | $1,497,532 | 2,540 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,320,418 | 2,540 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,442,291 | 2,592 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,459,879 | 2,590 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,452,574 | 2,590 | Shares | Sole | 2024-06-20 | |
| 2023-12-31 | $1,312,769 | 2,408 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,166,146 | 2,408 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,157,766 | 2,408 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,105,250 | 2,508 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,083,681 | 2,508 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $912,766 | 2,538 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $1,001,621 | 2,538 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,198,519 | 2,538 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,239,487 | 2,520 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,180,013 | 2,645 | Shares | Sole | 2021-11-30 | |
| 2021-06-30 | $1,243,679 | 2,645 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $1,070,061 | 2,653 | Shares | Sole | 2021-06-15 | |
| 2020-12-31 | $1,253,609 | 2,908 | Shares | Sole | 2021-03-10 | |
| 2020-09-30 | $1,860,177 | 4,708 | Shares | Sole | 2020-12-21 | |
| 2020-06-30 | $1,823,268 | 4,696 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,464,259 | 4,696 | Shares | Sole | 2020-07-01 | |
| No filing history on record for this holder in this stock. | ||||||