Position in U
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$800
-$165 QoQ
Shares Held
28
-36.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#523
of 558 holders
Holding Since
Sep 2021
7 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, 2026Horizon Investments, LLC holds $73,357,948 across 34 Software - Application names. U ranks #33 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
52,455 | $8,217,600 | |
| 2 | ADP |
Automatic Data Processing Inc
|
33,759 | $7,560,328 | |
| 3 | ADBE |
Adobe Inc.
|
35,247 | $7,226,339 | |
| 4 | UBER |
Uber Technologies, Inc
|
99,595 | $7,186,775 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
16,794 | $6,303,124 | |
| 6 | NOW |
ServiceNow, Inc.
|
42,030 | $4,172,738 | |
| 7 | FICO |
Fair Isaac Corp
|
3,134 | $3,744,440 | |
| 8 | YOU |
Clear Secure, Inc.
|
54,478 | $3,036,058 |
All Filings in U
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $800 | 28 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $965 | 44 | Shares | Sole | 2026-05-15 | |
| 2023-09-30 | $66,075 | 2,105 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $85,407 | 1,967 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $61,052 | 1,882 | Shares | Sole | 2023-05-15 | |
| 2021-12-31 | $1,118,467 | 7,822 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $927,558 | 7,347 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||