Position in TRAK
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$30,597
-$14,541 QoQ
Shares Held
4,026
+10.3% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in TRAK Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Copeland Capital Management, LLC holds $174,681,113 across 10 Software - Application names. TRAK ranks #10 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | YOU |
Clear Secure, Inc.
|
1,755,852 | $85,000,794 | |
| 2 | PEGA |
Pegasystems Inc
|
1,123,518 | $47,816,924 | |
| 3 | BSY |
Bentley Systems Inc
|
687,682 | $24,151,390 | |
| 4 | INTU |
Intuit Inc.
|
36,496 | $15,780,139 | |
| 5 | ADP |
Automatic Data Processing Inc
|
4,178 | $848,886 | |
| 6 | CRM |
Salesforce, Inc.
|
3,719 | $694,225 | |
| 7 | SSNC |
SS&C Technologies Holdings Inc
|
3,543 | $239,400 | |
| 8 | KARO |
Karooooo Ltd.
|
1,417 | $70,623 |
All Filings in TRAK
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $30,597 | 4,026 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $45,138 | 3,649 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $54,078 | 3,649 | Shares | Sole | 2025-10-17 | |
| No filing history on record for this holder in this stock. | ||||||