Position in SRAD
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$585,699
-$140,236 QoQ
Shares Held
34,988
+14.6% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SRAD Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026ENVESTNET ASSET MANAGEMENT INC holds $3,384,787,864 across 83 Software - Application names. SRAD ranks #70 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
5,843,395 | $420,315,402 | |
| 2 | INTU |
Intuit Inc.
|
820,557 | $354,792,435 | |
| 3 | SHOP |
Shopify Inc.
|
2,251,187 | $267,035,801 | |
| 4 | NOW |
ServiceNow, Inc.
|
2,468,956 | $258,129,349 | |
| 5 | PAYX |
Paychex Inc
|
2,774,473 | $255,584,452 | |
| 6 | ADP |
Automatic Data Processing Inc
|
1,205,830 | $245,000,539 | |
| 7 | CRM |
Salesforce, Inc.
|
1,186,685 | $221,518,488 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
613,175 | $170,382,937 |
All Filings in SRAD
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $585,699 | 34,988 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $725,935 | 30,540 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,072,464 | 114,218 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,937,055 | 104,596 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,481,921 | 68,544 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $517,737 | 29,858 | Shares | Sole | 2025-02-13 | |
| 2023-12-31 | $452,375 | 40,939 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $317,717 | 31,740 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||