Position in U
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$441,961
New position
Shares Held
15,464
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#297
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, 2026WADDELL & ASSOCIATES, LLC holds $10,091,005 across 24 Software - Application names. U ranks #9 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
4,309 | $1,096,640 | |
| 2 | ZM |
Zoom Communications, Inc.
|
9,058 | $781,795 | |
| 3 | TEAM |
Atlassian Corp
|
8,985 | $698,943 | |
| 4 | ADBE |
Adobe Inc.
|
3,258 | $667,955 | |
| 5 | DDOG |
Datadog, Inc.
|
2,211 | $575,655 | |
| 6 | HUBS |
Hubspot Inc
|
3,089 | $563,773 | |
| 7 | DOCU |
Docusign, Inc.
|
10,299 | $457,481 | |
| 8 | PAYX |
Paychex Inc
|
4,597 | $452,023 |
All Filings in U
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $441,961 | 15,464 | Shares | Sole | 2026-07-15 | |
| No filing history on record for this holder in this stock. | ||||||