Position in U
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$277,650
-$412,638 QoQ
Shares Held
12,655
-19.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in U Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026CWM, LLC holds $322,778,063 across 144 Software - Application names. U ranks #62 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
235,476 | $35,514,490 | |
| 2 | NOW |
ServiceNow, Inc.
|
265,929 | $27,802,876 | |
| 3 | CRM |
Salesforce, Inc.
|
137,932 | $25,747,766 | |
| 4 | UBER |
Uber Technologies, Inc
|
345,934 | $24,883,032 | |
| 5 | ADBE |
Adobe Inc.
|
88,129 | $21,422,397 | |
| 6 | MSTR |
Strategy Inc
|
162,715 | $20,257,654 | |
| 7 | ZM |
Zoom Communications, Inc.
|
205,948 | $16,556,159 | |
| 8 | INTU |
Intuit Inc.
|
24,481 | $10,585,094 |
All Filings in U
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $277,650 | 12,655 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $690,288 | 15,628 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $547,066 | 13,663 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $302,137 | 12,485 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $936,676 | 47,814 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $256,270 | 11,405 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $254,316 | 11,243 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $152,811 | 9,398 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $2,052,829 | 76,885 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $2,873,953 | 70,285 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $2,277,187 | 72,545 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $270,550 | 6,231 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $205,053 | 6,321 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $171,654 | 6,004 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $148,340 | 4,656 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $121,690 | 3,305 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $230,067 | 2,319 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $194,037 | 1,357 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||