Position in SVCO
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$101,668
+$15,788 QoQ
Shares Held
14,360
-32.3% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 84%
Shared 16%
None 0%
Common Shares in SVCO Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026STONERIDGE INVESTMENT PARTNERS LLC holds $1,417,804 across 8 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
16,834 | $1,214,741 | |
| 2 | IDCC |
InterDigital, Inc.
|
698 | $197,624 | |
| 3 | NOW |
ServiceNow, Inc.
|
12,597 | $1,401 | |
| 4 | CRM |
Salesforce, Inc.
|
7,316 | $1,346 | |
| 5 | ADBE |
Adobe Inc.
|
5,212 | $1,305 | |
| 6 | ADP |
Automatic Data Processing Inc
|
2,213 | $590 | |
| 7 | PAYX |
Paychex Inc
|
4,725 | $552 | |
| 8 | VERX |
Vertex, Inc.
|
18,947 | $245 |
All Filings in SVCO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $101,668 | 14,360 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $85,880 | 21,205 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $99,798 | 18,447 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $79,970 | 16,943 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $77,260 | 16,943 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||