Position in U
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$706,411
New position
Shares Held
24,717
first reported quarter
Ownership
0.006%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#257
of 558 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 14%
Shared 0%
None 86%
Position in Software - Application
Technology · as of Jun 30, 2026Chicago Partners Investment Group LLC holds $44,447,725 across 46 Software - Application names. U ranks #26 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
12,797 | $3,340,017 | |
| 2 | SNOW |
Snowflake Inc.
|
9,563 | $2,433,783 | |
| 3 | PAYX |
Paychex Inc
|
22,187 | $2,181,647 | |
| 4 | ZM |
Zoom Communications, Inc.
|
22,669 | $1,956,561 | |
| 5 | ADP |
Automatic Data Processing Inc
|
8,237 | $1,844,676 | |
| 6 | TEAM |
Atlassian Corp
|
23,546 | $1,831,643 | |
| 7 | DDOG |
Datadog, Inc.
|
6,702 | $1,744,932 | |
| 8 | SHOP |
Shopify Inc.
|
15,276 | $1,744,213 |
All Filings in U
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $706,411 | 24,717 | Shares | Sole | 2026-07-30 | |
| No filing history on record for this holder in this stock. | ||||||