Position in SMSI
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$7,193
-$119,078 QoQ
Shares Held
9,991
-95.7% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SMSI Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026UBS Group AG holds $13,205,736,865 across 216 Software - Application names. SMSI ranks #185 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
18,071,349 | $1,299,872,128 | |
| 2 | CRM |
Salesforce, Inc.
|
6,813,315 | $1,271,841,506 | |
| 3 | INTU |
Intuit Inc.
|
2,074,550 | $896,993,925 | |
| 4 | MSTR |
Strategy Inc
|
6,311,364 | $787,658,226 | |
| 5 | ADP |
Automatic Data Processing Inc
|
2,971,847 | $603,819,871 | |
| 6 | SHOP |
Shopify Inc.
|
4,730,646 | $561,149,224 | |
| 7 | ADBE |
Adobe Inc.
|
2,162,528 | $525,667,302 | |
| 8 | SNOW |
Snowflake Inc.
|
3,256,071 | $491,080,624 |
All Filings in SMSI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,193 | 9,991 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $126,271 | 233,836 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $3,472 | 4,823 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,359 | 1,581 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $13,383 | 18,334 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $313 | 240 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $7,034 | 6,897 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,904 | 862 | Shares | Defined | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||