Position in U
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$228,725
New position
Shares Held
8,003
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#365
of 558 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Application
Technology · as of Jun 30, 2026MISSION WEALTH MANAGEMENT, LP holds $37,641,380 across 27 Software - Application names. U ranks #22 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
37,028 | $8,292,420 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
12,056 | $4,524,857 | |
| 3 | CRM |
Salesforce, Inc.
|
17,471 | $2,737,006 | |
| 4 | SHOP |
Shopify Inc.
|
23,152 | $2,643,495 | |
| 5 | NOW |
ServiceNow, Inc.
|
26,193 | $2,600,441 | |
| 6 | INTU |
Intuit Inc.
|
8,949 | $2,335,689 | |
| 7 | APPF |
Appfolio Inc
|
14,067 | $2,255,643 | |
| 8 | ADBE |
Adobe Inc.
|
7,340 | $1,504,846 |
All Filings in U
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,725 | 8,003 | Shares | Sole | 2026-07-20 | |
| No filing history on record for this holder in this stock. | ||||||