Position in U
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,658
+$389 QoQ
Shares Held
128
-14.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#464
of 558 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in U Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026HANTZ FINANCIAL SERVICES, INC. holds $69,336,882 across 62 Software - Application names. U ranks #53 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DDOG |
Datadog, Inc.
|
45,414 | $11,823,989 | |
| 2 | CRM |
Salesforce, Inc.
|
67,405 | $10,559,667 | |
| 3 | ADP |
Automatic Data Processing Inc
|
34,036 | $7,622,362 | |
| 4 | SAP |
Sap SE
|
47,934 | $7,387,108 | |
| 5 | UBER |
Uber Technologies, Inc
|
94,196 | $6,797,183 | |
| 6 | NOW |
ServiceNow, Inc.
|
49,918 | $4,955,859 | |
| 7 | SHOP |
Shopify Inc.
|
26,839 | $3,064,477 | |
| 8 | INTU |
Intuit Inc.
|
8,762 | $2,286,882 |
All Filings in U
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,658 | 128 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,269 | 149 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $11,219 | 254 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $8,328 | 208 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3 | 137 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3 | 129 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,808 | 125 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $2,827 | 125 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,032 | 125 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $5,286 | 198 | Shares | Sole | 2024-08-06 | |
| 2023-12-31 | $8,627 | 211 | Shares | Sole | 2024-08-06 | |
| 2023-09-30 | $234,075 | 7,457 | Shares | Sole | 2024-08-06 | |
| 2023-06-30 | $304,591 | 7,015 | Shares | Sole | 2024-08-06 | |
| 2023-03-31 | $220,235 | 6,789 | Shares | Sole | 2024-08-06 | |
| 2022-12-31 | $224,831 | 7,864 | Shares | Sole | 2024-08-06 | |
| 2022-09-30 | $219,069 | 6,876 | Shares | Sole | 2024-08-06 | |
| 2022-06-30 | $220,109 | 5,978 | Shares | Sole | 2024-08-06 | |
| 2022-03-31 | $549,722 | 5,541 | Shares | Sole | 2024-08-06 | |
| 2021-12-31 | $18,159 | 127 | Shares | Sole | 2024-08-06 | |
| 2021-09-30 | $97,212 | 770 | Shares | Sole | 2024-08-06 | |
| 2021-06-30 | $32,180 | 293 | Shares | Sole | 2024-08-06 | |
| 2021-03-31 | $21,967 | 219 | Shares | Sole | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||