Position in SOUN
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,925,290
-$928,183 QoQ
Shares Held
280,246
-2.1% QoQ
Ownership
0.065%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SOUN Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Cetera Investment Advisers holds $557,987,628 across 77 Software - Application names. SOUN ranks #29 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
369,205 | $68,919,497 | |
| 2 | UBER |
Uber Technologies, Inc
|
934,094 | $67,189,381 | |
| 3 | NOW |
ServiceNow, Inc.
|
469,873 | $49,125,222 | |
| 4 | SHOP |
Shopify Inc.
|
372,259 | $44,157,362 | |
| 5 | ADP |
Automatic Data Processing Inc
|
211,260 | $42,923,806 | |
| 6 | MSTR |
Strategy Inc
|
279,626 | $34,897,324 | |
| 7 | ADBE |
Adobe Inc.
|
142,030 | $34,524,652 | |
| 8 | INTU |
Intuit Inc.
|
75,725 | $32,741,975 |
All Filings in SOUN
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,925,290 | 280,246 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,853,473 | 286,206 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,086,137 | 254,113 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,726,854 | 160,937 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,100,373 | 135,514 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,319,291 | 167,303 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $766,858 | 164,562 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $658,800 | 166,785 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $1,022,445 | 173,590 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $84,800 | 40,000 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $30,150 | 15,000 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $45,500 | 10,000 | Shares | Sole | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||