Position in SNOW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$877,770
-$1,477,284 QoQ
Shares Held
3,449
-77.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#770
of 1,446 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SNOW Over Time
Shares Held
Position Value (USD)
Derivatives in SNOW
reported options exposure · as of Mar 31, 2025CallValue
$116,928
CallShares
800
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $17,365,129 across 36 Software - Application names. SNOW ranks #6 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
17,361 | $3,559,352 | |
| 2 | CRM |
Salesforce, Inc.
|
16,328 | $2,557,944 | |
| 3 | NOW |
ServiceNow, Inc.
|
24,680 | $2,450,230 | |
| 4 | SHOP |
Shopify Inc.
|
20,436 | $2,333,382 | |
| 5 | DDOG |
Datadog, Inc.
|
4,940 | $1,286,178 | |
| 6 | SNOW |
Snowflake Inc.
This page
|
3,449 | $877,770 | |
| 7 | WDAY |
Workday, Inc.
|
6,786 | $830,742 | |
| 8 | FICO |
Fair Isaac Corp
|
602 | $719,257 |
All Filings in SNOW
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $877,770 | 3,449 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,355,054 | 15,615 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $906,176 | 4,131 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,199,700 | 5,319 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,246,175 | 5,569 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $815,280 | 5,578 | Shares | Sole | 2025-04-21 | |
| 2025-03-31 | $116,928 | 800 | Call | Sole | 2025-04-21 | |
| 2024-12-31 | $903,607 | 5,852 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $682,038 | 5,938 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $792,708 | 5,868 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $827,068 | 5,118 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $852,317 | 4,283 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $636,134 | 4,164 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $735,948 | 4,182 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $509,928 | 3,305 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $415,691 | 2,896 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $742,555 | 4,369 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $552,902 | 3,976 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $489,192 | 2,135 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $240,851 | 711 | Shares | Sole | 2022-01-21 | |
| No filing history on record for this holder in this stock. | ||||||