Position in SMSI
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$7,734
+$1,933 QoQ
Shares Held
10,743
0.0% QoQ
Ownership
0.042%
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, 2026WELLS FARGO & COMPANY/MN holds $6,409,159,404 across 157 Software - Application names. SMSI ranks #142 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
6,907,706 | $1,403,507,703 | |
| 2 | CRM |
Salesforce, Inc.
|
3,856,272 | $719,850,292 | |
| 3 | UBER |
Uber Technologies, Inc
|
9,288,084 | $668,091,879 | |
| 4 | INTU |
Intuit Inc.
|
1,287,895 | $556,860,038 | |
| 5 | NOW |
ServiceNow, Inc.
|
4,524,512 | $473,037,727 | |
| 6 | PAYX |
Paychex Inc
|
4,239,248 | $390,519,523 | |
| 7 | SHOP |
Shopify Inc.
|
3,073,182 | $364,540,847 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
679,415 | $188,789,044 |
All Filings in SMSI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,734 | 10,743 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $5,801 | 10,743 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $8,184 | 11,368 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $9,775 | 11,368 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $483 | 662 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $866 | 662 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $637 | 625 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $1,794 | 812 | Shares | Defined | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||