Position in SMWB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,039,271
+$2,319,451 QoQ
Shares Held
658,935
0.0% QoQ
Ownership
0.747%
of shares outstanding
% of Portfolio
1.63%
of 13F equity value
Holder Rank
#12
of 69 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in SMWB Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Alpha Family Trust holds $8,325,125 across 10 Software - Application names. SMWB ranks #1 (48.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SMWB |
Similarweb Ltd.
This page
|
658,935 | $4,039,271 | |
| 2 | ADP |
Automatic Data Processing Inc
|
3,400 | $761,430 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
1,945 | $729,997 | |
| 4 | CRM |
Salesforce, Inc.
|
3,710 | $581,208 | |
| 5 | NOW |
ServiceNow, Inc.
|
5,425 | $538,594 | |
| 6 | DDOG |
Datadog, Inc.
|
1,840 | $479,062 | |
| 7 | PAYX |
Paychex Inc
|
4,020 | $395,286 | |
| 8 | SHOP |
Shopify Inc.
|
2,820 | $321,987 |
All Filings in SMWB
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,039,271 | 658,935 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $1,719,820 | 658,935 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $4,935,423 | 658,935 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $6,128,095 | 658,935 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $6,677,084 | 851,669 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $7,043,302 | 851,669 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $16,090,871 | 1,135,559 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $14,574,640 | 1,648,715 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $13,067,407 | 1,681,777 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $15,135,993 | 1,681,777 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $8,963,871 | 1,681,777 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $10,897,914 | 1,681,777 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $11,032,457 | 1,681,777 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $11,368,812 | 1,681,777 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $10,813,826 | 1,681,777 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $9,855,213 | 1,681,777 | Shares | Defined | 2022-11-08 | |
| 2022-06-30 | $13,874,660 | 1,681,777 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $21,779,012 | 1,681,777 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $30,120,626 | 1,681,777 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $35,199,592 | 1,681,777 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $33,230,590 | 1,686,832 | Shares | Defined | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||