Position in SPSC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,333,853
-$3,635,361 QoQ
Shares Held
41,923
-37.4% QoQ
Ownership
0.114%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 99.9689907687904.ToString("F0")%
Shared 0.ToString("F0")%
None 0.03100923120959855.ToString("F0")%
Common Shares in SPSC Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Select Equity Group, L.P. holds $768,356,216 across 14 Software - Application names. SPSC ranks #14 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
|
3,670,073 | $338,087,124 | |
| 2 | CRM |
Salesforce, Inc.
|
501,790 | $93,669,139 | |
| 3 | WDAY |
Workday, Inc.
|
652,998 | $84,837,500 | |
| 4 | DSGX |
Descartes Systems Group Inc
|
1,080,155 | $77,295,891 | |
| 5 | INTU |
Intuit Inc.
|
140,671 | $60,823,326 | |
| 6 | SHOP |
Shopify Inc.
|
235,714 | $27,960,394 | |
| 7 | NOW |
ServiceNow, Inc.
|
225,422 | $23,567,870 | |
| 8 | ALRM |
Alarm.com Holdings, Inc.
|
392,357 | $16,945,898 |
All Filings in SPSC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,333,853 | 41,923 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,969,214 | 66,972 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,886,257 | 66,125 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,528,226 | 55,318 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,369,049 | 47,985 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,444,321 | 7,850 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,425,013 | 7,339 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,715,831 | 9,119 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,493,437 | 8,077 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,847,489 | 9,531 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,471,681 | 8,626 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,656,709 | 8,626 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,238,808 | 8,134 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $828,630 | 6,452 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,101,795 | 8,869 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $911,409 | 8,062 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,052,880 | 8,025 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,388,339 | 9,753 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,184,460 | 13,542 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,308,334 | 13,103 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,133,623 | 11,415 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $528,398 | 4,866 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $488,167 | 6,269 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $410,981 | 5,471 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||