Position in U
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,900,284
+$2,187,385 QoQ
Shares Held
136,469
+74.8% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#146
of 558 holders
Holding Since
Dec 2020
23 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, 2026LPL Financial LLC holds $1,954,315,123 across 106 Software - Application names. U ranks #33 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
2,087,834 | $207,280,159 | |
| 2 | UBER |
Uber Technologies, Inc
|
2,717,170 | $196,070,987 | |
| 3 | CRM |
Salesforce, Inc.
|
1,227,518 | $192,302,969 | |
| 4 | SHOP |
Shopify Inc.
|
1,658,508 | $189,368,443 | |
| 5 | ADP |
Automatic Data Processing Inc
|
810,178 | $181,439,363 | |
| 6 | PAYX |
Paychex Inc
|
1,503,466 | $147,835,811 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
344,314 | $129,227,930 | |
| 8 | SNOW |
Snowflake Inc.
|
481,353 | $122,504,338 |
All Filings in U
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,900,284 | 136,469 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,712,899 | 78,072 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $5,617,319 | 127,175 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,751,588 | 68,721 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,507,393 | 62,289 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,267,277 | 64,690 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,592,785 | 70,885 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,106,170 | 93,111 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,802,339 | 110,845 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $3,411,218 | 127,761 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $5,713,682 | 139,733 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,716,966 | 182,127 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $6,595,671 | 151,904 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $4,062,071 | 125,218 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3,168,029 | 110,809 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,577,718 | 112,295 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,144,201 | 112,553 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $9,395,683 | 94,705 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $9,308,363 | 65,098 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,900,825 | 54,660 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,193,419 | 38,181 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,418,464 | 34,079 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,694,779 | 17,559 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||