Position in U
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$12,203
+$10,481 QoQ
Shares Held
427
+994.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#437
of 558 holders
Holding Since
Mar 2022
9 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, 2026Activest Wealth Management holds $1,468,796 across 55 Software - Application names. U ranks #18 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
9,326 | $672,964 | |
| 2 | CRM |
Salesforce, Inc.
|
1,795 | $281,204 | |
| 3 | ADP |
Automatic Data Processing Inc
|
192 | $42,998 | |
| 4 | FIG |
Figma, Inc.
|
2,000 | $36,180 | |
| 5 | PAYX |
Paychex Inc
|
359 | $35,300 | |
| 6 | DDOG |
Datadog, Inc.
|
130 | $33,846 | |
| 7 | BTDR |
Bitdeer Technologies Group
|
2,000 | $31,740 | |
| 8 | ZM |
Zoom Communications, Inc.
|
359 | $30,985 |
All Filings in U
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,203 | 427 | Shares | Sole | 2026-07-16 | |
| 2025-12-31 | $1,722 | 39 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $4,604 | 115 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $24 | 1 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $313 | 16 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $22 | 1 | Shares | Sole | 2025-01-28 | |
| 2022-09-30 | $3,982 | 125 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $4,602 | 125 | Shares | Sole | 2022-10-13 | |
| 2022-03-31 | $4,563 | 46 | Shares | Sole | 2022-04-26 | |
| No filing history on record for this holder in this stock. | ||||||