Position in U
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$275,139
+$31,013 QoQ
Shares Held
9,627
-13.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#353
of 558 holders
Holding Since
Mar 2023
12 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in U Over Time
Shares Held
Position Value (USD)
Derivatives in U
reported options exposure · as of Jun 30, 2025CallValue
$12,892
CallShares
4,200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026Ridgewood Investments LLC holds $8,321,671 across 11 Software - Application names. U ranks #10 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OTEX |
Open Text Corp
|
66,302 | $1,468,589 | |
| 2 | PAYX |
Paychex Inc
|
12,379 | $1,217,227 | |
| 3 | CRM |
Salesforce, Inc.
|
6,758 | $1,058,708 | |
| 4 | SAP |
Sap SE
|
6,616 | $1,019,591 | |
| 5 | ADP |
Automatic Data Processing Inc
|
4,371 | $978,885 | |
| 6 | INTU |
Intuit Inc.
|
2,820 | $736,020 | |
| 7 | DHX |
Dhi Group, Inc.
|
143,498 | $532,377 | |
| 8 | SHOP |
Shopify Inc.
|
3,426 | $391,180 |
All Filings in U
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $275,139 | 9,627 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $244,126 | 11,127 | Shares | Sole | 2026-04-03 | |
| 2025-09-30 | $763,602 | 19,071 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $12,892 | 4,200 | Call | Sole | 2025-07-14 | |
| 2025-06-30 | $464,543 | 19,196 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $423,322 | 25,418 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $545,436 | 24,274 | Shares | Sole | 2025-01-10 | |
| 2024-12-31 | $75,904 | 4,200 | Call | Sole | 2025-01-10 | |
| 2024-09-30 | $78,209 | 7,500 | Call | Sole | 2024-10-04 | |
| 2024-09-30 | $549,077 | 24,274 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $17,490 | 7,500 | Call | Sole | 2024-07-29 | |
| 2024-06-30 | $451,654 | 27,777 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $26,700 | 1,000 | Call | Sole | 2024-04-10 | |
| 2024-03-31 | $729,657 | 27,328 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $864,496 | 21,142 | Shares | Sole | 2024-01-11 | |
| 2023-06-30 | $82,584 | 1,902 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $61,700 | 1,902 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||