Position in TRAK
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$319
+$295 QoQ
Shares Held
42
+2000.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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, 2026IFP Advisors, Inc holds $46,153,613 across 126 Software - Application names. TRAK ranks #106 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
136,445 | $9,814,488 | |
| 2 | CRM |
Salesforce, Inc.
|
31,538 | $5,887,198 | |
| 3 | NOW |
ServiceNow, Inc.
|
54,735 | $5,722,544 | |
| 4 | ADBE |
Adobe Inc.
|
22,926 | $5,572,852 | |
| 5 | ADP |
Automatic Data Processing Inc
|
15,876 | $3,225,685 | |
| 6 | SNOW |
Snowflake Inc.
|
15,242 | $2,298,798 | |
| 7 | INTU |
Intuit Inc.
|
4,087 | $1,767,137 | |
| 8 | ROP |
Roper Technologies Inc
|
4,732 | $1,674,465 |
All Filings in TRAK
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $319 | 42 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $24 | 2 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $44 | 3 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $19 | 1 | Shares | Sole | 2025-07-24 | |
| No filing history on record for this holder in this stock. | ||||||