Position in U
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$322,239
+$80,219 QoQ
Shares Held
11,275
+2.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#336
of 558 holders
Holding Since
Dec 2024
6 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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $159,160,325 across 44 Software - Application names. U ranks #31 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
285,921 | $28,386,236 | |
| 2 | NAVN |
Navan, Inc.
|
830,393 | $18,991,087 | |
| 3 | SNOW |
Snowflake Inc.
|
70,211 | $17,868,699 | |
| 4 | UBER |
Uber Technologies, Inc
|
186,774 | $13,477,611 | |
| 5 | CRM |
Salesforce, Inc.
|
79,316 | $12,425,644 | |
| 6 | ADP |
Automatic Data Processing Inc
|
41,538 | $9,302,435 | |
| 7 | INTU |
Intuit Inc.
|
29,044 | $7,580,484 | |
| 8 | ROP |
Roper Technologies Inc
|
21,314 | $7,212,444 |
All Filings in U
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $322,239 | 11,275 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $242,020 | 11,031 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $472,707 | 10,702 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $406,045 | 10,141 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $225,786 | 9,330 | Shares | Defined | 2025-08-11 | |
| 2024-12-31 | $201,848 | 8,983 | Shares | Defined | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||