Position in SPT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$706,612
+$224,467 QoQ
Shares Held
93,591
+10.6% QoQ
Ownership
0.154%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#62
of 193 holders
Holding Since
Dec 2025
3 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 Jun 30, 2026Janney Montgomery Scott LLC holds $445,473,567 across 57 Software - Application names. SPT ranks #33 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
965,792 | $69,691,550 | |
| 2 | ADP |
Automatic Data Processing Inc
|
254,078 | $56,900,768 | |
| 3 | NOW |
ServiceNow, Inc.
|
338,446 | $33,600,918 | |
| 4 | CRM |
Salesforce, Inc.
|
209,167 | $32,768,102 | |
| 5 | YOU |
Clear Secure, Inc.
|
574,411 | $32,011,925 | |
| 6 | SHOP |
Shopify Inc.
|
242,597 | $27,699,725 | |
| 7 | INTU |
Intuit Inc.
|
91,955 | $24,000,255 | |
| 8 | SNOW |
Snowflake Inc.
|
89,073 | $22,669,078 |
All Filings in SPT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $706,612 | 93,591 | Shares | Sole | 2026-08-05 | |
| 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. | ||||||