Position in SPT
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$482,145
-$474,058 QoQ
Shares Held
84,587
-0.3% QoQ
Ownership
0.141%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPT Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Janney Montgomery Scott LLC holds $367,537,597 across 50 Software - Application names. SPT ranks #36 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
282,028 | $57,302,449 | |
| 2 | CRM |
Salesforce, Inc.
|
251,970 | $47,035,239 | |
| 3 | INTU |
Intuit Inc.
|
86,618 | $37,451,890 | |
| 4 | NOW |
ServiceNow, Inc.
|
317,470 | $33,191,488 | |
| 5 | YOU |
Clear Secure, Inc.
|
595,983 | $28,851,537 | |
| 6 | SHOP |
Shopify Inc.
|
229,628 | $27,238,473 | |
| 7 | PAYX |
Paychex Inc
|
229,578 | $21,148,725 | |
| 8 | ADSK |
Autodesk, Inc.
|
71,913 | $17,215,972 |
All Filings in SPT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $482,145 | 84,587 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $956,203 | 84,845 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||