Position in SNOW
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$7,025,949
-$2,860,825 QoQ
Shares Held
46,585
+3.4% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SNOW Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026EP Wealth Advisors, LLC holds $106,704,311 across 35 Software - Application names. SNOW ranks #5 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
114,345 | $23,232,617 | |
| 2 | CRM |
Salesforce, Inc.
|
116,293 | $21,708,414 | |
| 3 | INTU |
Intuit Inc.
|
35,794 | $15,476,609 | |
| 4 | ADBE |
Adobe Inc.
|
63,094 | $15,336,889 | |
| 5 | SNOW |
Snowflake Inc.
This page
|
46,585 | $7,025,949 | |
| 6 | UBER |
Uber Technologies, Inc
|
70,594 | $5,077,826 | |
| 7 | SHOP |
Shopify Inc.
|
21,248 | $2,520,437 | |
| 8 | NOW |
ServiceNow, Inc.
|
23,124 | $2,417,614 |
All Filings in SNOW
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,025,949 | 46,585 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $9,886,774 | 45,071 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $21,195,941 | 94,722 | Shares | Sole | 2025-08-14 | |
| 2024-06-30 | $201,419 | 1,491 | Shares | Sole | 2024-08-19 | |
| 2023-06-30 | $1,216,549 | 6,913 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,184,437 | 14,158 | Shares | Sole | 2023-06-05 | |
| No filing history on record for this holder in this stock. | ||||||