Position in U
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$217,798
-$34,460 QoQ
Shares Held
9,927
-11.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
16 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, 2026WEDBUSH SECURITIES INC holds $26,070,282 across 21 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
42,739 | $4,243,127 | |
| 2 | UBER |
Uber Technologies, Inc
|
41,208 | $2,973,569 | |
| 3 | CRM |
Salesforce, Inc.
|
18,805 | $2,945,991 | |
| 4 | ADP |
Automatic Data Processing Inc
|
10,736 | $2,404,327 | |
| 5 | SHOP |
Shopify Inc.
|
17,554 | $2,004,315 | |
| 6 | ADBE |
Adobe Inc.
|
8,133 | $1,667,427 | |
| 7 | PAYX |
Paychex Inc
|
16,936 | $1,665,316 | |
| 8 | INTU |
Intuit Inc.
|
5,549 | $1,448,289 |
All Filings in U
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $217,798 | 9,927 | Shares | Sole | 2026-04-21 | |
| 2024-09-30 | $252,258 | 11,152 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $536,027 | 32,966 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $289,695 | 10,850 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $858,894 | 21,005 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $431,675 | 13,752 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $600,238 | 13,824 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $481,669 | 14,848 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $601,876 | 21,052 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $406,119 | 12,747 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $336,755 | 9,146 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $1,945,805 | 19,613 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $2,074,498 | 14,508 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $1,563,858 | 12,387 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $1,252,281 | 11,402 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $1,030,785 | 10,276 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||