Position in SNOW
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$17,868,699
+$7,245,542 QoQ
Shares Held
70,211
-0.3% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#274
of 1,441 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SNOW Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $159,160,325 across 44 Software - Application names. SNOW ranks #3 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
285,921 | $28,386,236 | |
| 2 | NAVN |
Navan, Inc.
|
830,393 | $18,991,087 | |
| 3 | SNOW |
Snowflake Inc.
This page
|
70,211 | $17,868,699 | |
| 4 | UBER |
Uber Technologies, Inc
|
186,774 | $13,477,611 | |
| 5 | CRM |
Salesforce, Inc.
|
79,316 | $12,425,644 | |
| 6 | ADP |
Automatic Data Processing Inc
|
41,538 | $9,302,435 | |
| 7 | INTU |
Intuit Inc.
|
29,044 | $7,580,484 | |
| 8 | ROP |
Roper Technologies Inc
|
21,314 | $7,212,444 |
All Filings in SNOW
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,868,699 | 70,211 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $10,623,157 | 70,436 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $12,709,060 | 57,937 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $10,970,526 | 48,639 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,401,947 | 10,734 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $1,523,571 | 10,424 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,589,496 | 10,294 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $968,844 | 8,435 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $1,093,823 | 8,097 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,597,900 | 9,888 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $2,035,770 | 10,230 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,486,942 | 16,279 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,369,394 | 13,464 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,423,325 | 9,225 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $1,435,400 | 10,000 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $1,817,212 | 10,692 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,363,761 | 9,807 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $2,366,683 | 10,329 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $3,734,718 | 11,025 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,359,392 | 11,108 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,556,309 | 10,572 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $2,262,305 | 9,867 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,461,310 | 5,193 | Shares | Defined | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||