Position in SNOW
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,361,251
+$1,017,898 QoQ
Shares Held
9,278
+4.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#589
of 1,453 holders
Holding Since
Dec 2021
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SNOW Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026HB Wealth Management, LLC holds $106,600,956 across 42 Software - Application names. SNOW ranks #10 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
282,009 | $32,199,787 | |
| 2 | UBER |
Uber Technologies, Inc
|
151,147 | $10,906,767 | |
| 3 | ADP |
Automatic Data Processing Inc
|
46,647 | $10,446,595 | |
| 4 | U |
Unity Software Inc.
|
274,554 | $7,846,753 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
14,182 | $5,322,788 | |
| 6 | CRM |
Salesforce, Inc.
|
33,897 | $5,310,304 | |
| 7 | DDOG |
Datadog, Inc.
|
16,539 | $4,306,094 | |
| 8 | NOW |
ServiceNow, Inc.
|
38,426 | $3,814,933 |
All Filings in SNOW
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,361,251 | 9,278 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,343,353 | 8,907 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,498,228 | 6,830 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,353,525 | 6,001 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $819,669 | 3,663 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $576,455 | 3,944 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $396,679 | 2,569 | Shares | Sole | 2025-01-15 | |
| 2024-06-30 | $224,789 | 1,664 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $455,388 | 2,818 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $453,322 | 2,278 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $354,731 | 2,322 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $359,175 | 2,041 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $240,846 | 1,561 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $252,199 | 1,757 | Shares | Sole | 2023-01-20 | |
| 2021-12-31 | $211,041 | 623 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||