Position in SOUN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$973,238
+$50,914 QoQ
Shares Held
141,665
+53.1% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 55%
Shared 0%
None 45%
Common Shares in SOUN Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Focus Partners Wealth holds $743,357,285 across 64 Software - Application names. SOUN ranks #39 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
947,077 | $176,790,863 | |
| 2 | NOW |
ServiceNow, Inc.
|
995,592 | $104,089,143 | |
| 3 | UBER |
Uber Technologies, Inc
|
1,137,864 | $81,846,557 | |
| 4 | INTU |
Intuit Inc.
|
131,933 | $57,045,190 | |
| 5 | FICO |
Fair Isaac Corp
|
52,278 | $55,808,856 | |
| 6 | ADBE |
Adobe Inc.
|
175,229 | $42,594,665 | |
| 7 | ADP |
Automatic Data Processing Inc
|
185,700 | $37,730,526 | |
| 8 | ROP |
Roper Technologies Inc
|
81,637 | $28,888,068 |
All Filings in SOUN
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $973,238 | 141,665 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $922,324 | 92,510 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $809,242 | 50,326 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $959,970 | 89,466 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $695,640 | 85,670 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $1,082,986 | 54,586 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $224,914 | 48,265 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||