Position in SNOW
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$515,617
+$222,423 QoQ
Shares Held
2,026
+4.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#896
of 1,453 holders
Holding Since
Sep 2021
17 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, 2026Dynamic Advisor Solutions LLC holds $16,705,372 across 16 Software - Application names. SNOW ranks #11 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
21,591 | $3,382,446 | |
| 2 | INTU |
Intuit Inc.
|
12,571 | $3,281,031 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
4,645 | $1,743,361 | |
| 4 | ADBE |
Adobe Inc.
|
5,149 | $1,055,647 | |
| 5 | ROP |
Roper Technologies Inc
|
2,800 | $947,492 | |
| 6 | UBER |
Uber Technologies, Inc
|
13,019 | $939,451 | |
| 7 | RSSS |
Research Solutions, Inc.
|
365,599 | $848,189 | |
| 8 | MSTR |
Strategy Inc
|
9,266 | $805,493 |
All Filings in SNOW
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $515,617 | 2,026 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $293,194 | 1,944 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $454,294 | 2,071 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $479,970 | 2,128 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $422,253 | 1,887 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $377,238 | 2,581 | Shares | Sole | 2025-04-17 | |
| 2024-06-30 | $259,372 | 1,920 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $313,665 | 1,941 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $276,212 | 1,388 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $232,974 | 1,525 | Shares | Sole | 2023-10-11 | |
| 2023-03-31 | $258,127 | 1,673 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $265,836 | 1,852 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $419,801 | 2,470 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $332,353 | 2,390 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $344,840 | 1,505 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $268,967 | 794 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $250,412 | 828 | Shares | Sole | 2021-10-28 | |
| No filing history on record for this holder in this stock. | ||||||