Position in SMRT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$487
-$128 QoQ
Shares Held
410
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#122
of 128 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SMRT Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026IFP Advisors, Inc holds $54,220,149 across 123 Software - Application names. SMRT ranks #105 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
143,821 | $10,378,123 | |
| 2 | NOW |
ServiceNow, Inc.
|
78,294 | $7,773,028 | |
| 3 | CRM |
Salesforce, Inc.
|
34,622 | $5,423,882 | |
| 4 | SNOW |
Snowflake Inc.
|
19,978 | $5,084,401 | |
| 5 | ADBE |
Adobe Inc.
|
23,740 | $4,867,174 | |
| 6 | RNG |
RingCentral, Inc.
|
99,068 | $3,861,670 | |
| 7 | DDOG |
Datadog, Inc.
|
11,802 | $3,072,768 | |
| 8 | ADP |
Automatic Data Processing Inc
|
8,843 | $1,980,389 |
All Filings in SMRT
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $487 | 410 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $615 | 410 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,062 | 526 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,112 | 789 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $2,495 | 2,521 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $525 | 434 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $759 | 434 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $700 | 405 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $967 | 405 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,085 | 405 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $1,291 | 405 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $1,057 | 405 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $1,551 | 405 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,032 | 405 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $5 | 405 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $919 | 405 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,830 | 405 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $2,049 | 405 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $3,920 | 405 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $5,273 | 405 | Shares | Sole | 2021-10-06 | |
| No filing history on record for this holder in this stock. | ||||||