Position in SPSC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,736,252
+$1,073,223 QoQ
Shares Held
30,370
+155.0% QoQ
Ownership
0.084%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#95
of 315 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPSC Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Linden Thomas Advisory Services, LLC holds $50,286,709 across 28 Software - Application names. SPSC ranks #14 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
19,898 | $7,468,117 | |
| 2 | DDOG |
Datadog, Inc.
|
22,590 | $5,881,532 | |
| 3 | NOW |
ServiceNow, Inc.
|
51,009 | $5,064,173 | |
| 4 | CRM |
Salesforce, Inc.
|
21,703 | $3,399,991 | |
| 5 | INTU |
Intuit Inc.
|
12,028 | $3,139,308 | |
| 6 | PAYX |
Paychex Inc
|
28,963 | $2,847,931 | |
| 7 | TEAM |
Atlassian Corp
|
31,248 | $2,430,781 | |
| 8 | WDAY |
Workday, Inc.
|
19,680 | $2,409,225 |
All Filings in SPSC
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,736,252 | 30,370 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $663,029 | 11,910 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $794,950 | 8,919 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $995,265 | 9,557 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,300,067 | 9,553 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,269,960 | 9,568 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,711,474 | 9,302 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,768,500 | 9,108 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,687,042 | 8,966 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,518,953 | 8,215 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,550,720 | 8,000 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,281,622 | 7,512 | Shares | Sole | 2023-10-20 | |
| No filing history on record for this holder in this stock. | ||||||