Position in SRAD
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$632,707
New position
Shares Held
42,265
first reported quarter
Ownership
0.014%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#5
of 20 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Application
Technology · as of Jun 30, 2026CARY STREET PARTNERS FINANCIAL LLC holds $36,874,242 across 21 Software - Application names. SRAD ranks #12 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
18,618 | $6,987,707 | |
| 2 | ADBE |
Adobe Inc.
|
31,037 | $6,363,205 | |
| 3 | ROP |
Roper Technologies Inc
|
12,702 | $4,298,229 | |
| 4 | CRM |
Salesforce, Inc.
|
18,521 | $2,901,499 | |
| 5 | UBER |
Uber Technologies, Inc
|
40,151 | $2,897,296 | |
| 6 | INTU |
Intuit Inc.
|
10,347 | $2,700,567 | |
| 7 | TEAM |
Atlassian Corp
|
33,036 | $2,569,870 | |
| 8 | DOCU |
Docusign, Inc.
|
49,542 | $2,200,655 |
All Filings in SRAD
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $632,707 | 42,265 | Shares | Defined | 2026-07-17 | |
| No filing history on record for this holder in this stock. | ||||||