Position in SSNC
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$209,129
-$99,201 QoQ
Shares Held
3,095
-12.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SSNC Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Net Worth Advisory Group holds $3,228,830 across 9 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
1,737 | $651,930 | |
| 2 | CRM |
Salesforce, Inc.
|
3,455 | $541,260 | |
| 3 | PDFS |
Pdf Solutions Inc
|
5,161 | $365,347 | |
| 4 | DAVE |
Dave Inc./DE
|
963 | $358,804 | |
| 5 | SHOP |
Shopify Inc.
|
2,688 | $306,915 | |
| 6 | RDVT |
Red Violet, Inc.
|
4,095 | $260,933 | |
| 7 | ADBE |
Adobe Inc.
|
1,269 | $260,170 | |
| 8 | NOW |
ServiceNow, Inc.
|
2,509 | $249,093 |
All Filings in SSNC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $209,129 | 3,095 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $308,330 | 3,527 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $312,346 | 3,519 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $314,722 | 3,801 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $306,889 | 3,674 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $340,631 | 4,495 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $331,421 | 4,466 | Shares | Sole | 2024-10-17 | |
| No filing history on record for this holder in this stock. | ||||||