Position in SNPS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$200,731
-$20,037 QoQ
Shares Held
450
-4.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,161
of 1,440 holders
Holding Since
Mar 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SNPS Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Quotient Wealth Partners, LLC holds $22,430,258 across 10 Software - Infrastructure names. SNPS ranks #10 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
34,672 | $12,933,349 | |
| 2 | PANW |
Palo Alto Networks Inc
|
9,310 | $3,174,896 | |
| 3 | ORCL |
Oracle Corp
|
12,695 | $1,860,452 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
12,680 | $1,479,375 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
4,796 | $915,004 | |
| 6 | S |
SentinelOne, Inc.
|
45,403 | $770,488 | |
| 7 | FTNT |
Fortinet, Inc.
|
3,172 | $487,282 | |
| 8 | NET |
Cloudflare, Inc.
|
1,570 | $385,089 |
All Filings in SNPS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $200,731 | 450 | Shares | Sole | 2026-08-03 | |
| 2025-12-31 | $220,768 | 470 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $305,408 | 619 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $268,131 | 523 | Shares | Sole | 2025-07-29 | |
| 2024-06-30 | $265,991 | 447 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $242,316 | 424 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||