Position in U
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$114,234
+$42,162 QoQ
Shares Held
3,997
+21.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#394
of 558 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in U Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026IFP Advisors, Inc holds $54,220,149 across 123 Software - Application names. U ranks #34 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
143,821 | $10,378,123 | |
| 2 | NOW |
ServiceNow, Inc.
|
78,294 | $7,773,028 | |
| 3 | CRM |
Salesforce, Inc.
|
34,622 | $5,423,882 | |
| 4 | SNOW |
Snowflake Inc.
|
19,978 | $5,084,401 | |
| 5 | ADBE |
Adobe Inc.
|
23,740 | $4,867,174 | |
| 6 | RNG |
RingCentral, Inc.
|
99,068 | $3,861,670 | |
| 7 | DDOG |
Datadog, Inc.
|
11,802 | $3,072,768 | |
| 8 | ADP |
Automatic Data Processing Inc
|
8,843 | $1,980,389 |
All Filings in U
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $114,234 | 3,997 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $72,072 | 3,285 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $99,559 | 2,254 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $69,909 | 1,746 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $45,570 | 0 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $12,106 | 618 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $17,234 | 767 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $10,631 | 470 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $4,211 | 259 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $137,371 | 5,145 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $222,605 | 5,444 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $156,636 | 4,990 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $39,902 | 919 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $6,293 | 194 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $138 | 1,921 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $88,379 | 2,774 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $103,390 | 2,808 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $36,906 | 372 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $51,333 | 359 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $32,320 | 256 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $68,973 | 628 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $145,248 | 1,448 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $94,230 | 614 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $17,456 | 200 | Shares | Sole | 2020-10-29 | |
| No filing history on record for this holder in this stock. | ||||||