Position in SOUN
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$1,669,595
-$770,582 QoQ
Shares Held
243,027
-0.7% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Common Shares in SOUN Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $378,757,976 across 60 Software - Application names. SOUN ranks #23 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
641,189 | $46,120,724 | |
| 2 | CRM |
Salesforce, Inc.
|
223,155 | $41,656,343 | |
| 3 | SHOP |
Shopify Inc.
|
328,846 | $39,007,712 | |
| 4 | NOW |
ServiceNow, Inc.
|
342,092 | $35,765,718 | |
| 5 | ADP |
Automatic Data Processing Inc
|
162,172 | $32,950,106 | |
| 6 | MSTR |
Strategy Inc
|
221,378 | $27,627,974 | |
| 7 | ADBE |
Adobe Inc.
|
105,106 | $25,549,166 | |
| 8 | PAYX |
Paychex Inc
|
246,975 | $22,751,337 |
All Filings in SOUN
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,669,595 | 243,027 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,440,177 | 244,752 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,563,167 | 221,590 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,471,440 | 230,330 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,855,184 | 228,471 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $3,998,434 | 201,534 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,411,271 | 302,848 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1,536,064 | 388,877 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,745,960 | 296,428 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $185,020 | 87,274 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $146,434 | 72,853 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $255,036 | 56,052 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $126,137 | 45,702 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $77,690 | 43,893 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $143,969 | 43,893 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||