Position in SNOW
as of Mar 31, 2026
· filed Aug 10, 2026
Position Value
$231,961
-$99,711 QoQ
Shares Held
1,538
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
13 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, 2026SageView Advisory Group, LLC holds $10,825,405 across 11 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADSK |
Autodesk, Inc.
|
30,633 | $5,955,667 | |
| 2 | CRM |
Salesforce, Inc.
|
7,025 | $1,100,536 | |
| 3 | PAYX |
Paychex Inc
|
9,826 | $966,190 | |
| 4 | NOW |
ServiceNow, Inc.
|
7,101 | $704,987 | |
| 5 | SHOP |
Shopify Inc.
|
3,598 | $410,819 | |
| 6 | UBER |
Uber Technologies, Inc
|
5,191 | $374,582 | |
| 7 | ADP |
Automatic Data Processing Inc
|
1,281 | $286,879 | |
| 8 | LIF |
Life360, Inc.
|
4,973 | $275,305 |
All Filings in SNOW
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $231,961 | 1,538 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $331,672 | 1,512 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $438,018 | 1,942 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $667,953 | 2,985 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $484,812 | 3,317 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $541,824 | 3,509 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $466,331 | 4,060 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,058,970 | 7,839 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $1,676,376 | 8,424 | Shares | Sole | 2024-03-06 | |
| 2023-09-30 | $696,478 | 4,559 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $921,607 | 5,237 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $872,509 | 5,655 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $481,576 | 3,355 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||