Position in SRAD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$931,134
+$220,203 QoQ
Shares Held
62,200
+46.5% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#57
of 150 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in SRAD Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026LPL Financial LLC holds $1,953,303,554 across 106 Software - Application names. SRAD ranks #63 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
2,087,834 | $207,280,159 | |
| 2 | UBER |
Uber Technologies, Inc
|
2,717,170 | $196,070,987 | |
| 3 | CRM |
Salesforce, Inc.
|
1,227,518 | $192,302,969 | |
| 4 | SHOP |
Shopify Inc.
|
1,658,508 | $189,368,443 | |
| 5 | ADP |
Automatic Data Processing Inc
|
810,178 | $181,439,363 | |
| 6 | PAYX |
Paychex Inc
|
1,503,466 | $147,835,811 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
344,314 | $129,227,930 | |
| 8 | SNOW |
Snowflake Inc.
|
481,353 | $122,504,338 |
All Filings in SRAD
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $931,134 | 62,200 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $710,931 | 42,469 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,472,099 | 61,931 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,126,990 | 116,245 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,533,489 | 90,224 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,015,448 | 46,968 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $618,396 | 35,663 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $416,293 | 34,376 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $417,159 | 37,313 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $416,106 | 35,748 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $448,585 | 40,596 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $359,789 | 35,943 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $413,857 | 32,082 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $287,470 | 24,718 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $227,018 | 22,793 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $213,259 | 24,234 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $202,642 | 25,651 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||