Position in U
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,556,323
+$235,908 QoQ
Shares Held
54,455
-9.5% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#201
of 558 holders
Holding Since
Sep 2020
24 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, 2026Parallel Advisors, LLC holds $76,909,043 across 108 Software - Application names. U ranks #13 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
250,097 | $18,046,999 | |
| 2 | CRM |
Salesforce, Inc.
|
50,944 | $7,980,887 | |
| 3 | INTU |
Intuit Inc.
|
25,587 | $6,678,207 | |
| 4 | ROP |
Roper Technologies Inc
|
14,977 | $5,068,067 | |
| 5 | EXFY |
Expensify, Inc.
|
2,664,037 | $4,768,626 | |
| 6 | ADBE |
Adobe Inc.
|
16,071 | $3,294,876 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
7,338 | $2,754,098 | |
| 8 | SHOP |
Shopify Inc.
|
23,428 | $2,675,009 |
All Filings in U
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,556,323 | 54,455 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,320,415 | 60,183 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,187,342 | 49,521 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,976,374 | 49,360 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,191,027 | 49,216 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $988,707 | 50,470 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $1,105,119 | 49,182 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,142,604 | 50,513 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $779,488 | 47,939 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,020,821 | 38,233 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,494,652 | 36,553 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,011,888 | 32,236 | Shares | Sole | 2024-05-20 | |
| 2023-06-30 | $1,316,711 | 30,325 | Shares | Sole | 2024-05-20 | |
| 2023-03-31 | $928,075 | 28,609 | Shares | Sole | 2024-05-20 | |
| 2022-12-31 | $808,582 | 28,282 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $642,743 | 20,174 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $733,969 | 19,934 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $702,902 | 7,085 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $464,431 | 3,248 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $392,763 | 3,111 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $353,323 | 3,217 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $320,691 | 3,197 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $67,833 | 442 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $4,364 | 50 | Shares | Sole | 2020-10-27 | |
| No filing history on record for this holder in this stock. | ||||||