Position in U
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$519,555
+$190,039 QoQ
Shares Held
18,179
+21.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#281
of 558 holders
Holding Since
Jun 2025
5 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, 2026Wedmont Private Capital holds $18,827,462 across 29 Software - Application names. U ranks #10 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
9,669 | $3,628,969 | |
| 2 | CRM |
Salesforce, Inc.
|
12,110 | $1,897,152 | |
| 3 | UBER |
Uber Technologies, Inc
|
24,665 | $1,779,826 | |
| 4 | INTU |
Intuit Inc.
|
6,696 | $1,747,656 | |
| 5 | ADP |
Automatic Data Processing Inc
|
5,202 | $1,164,987 | |
| 6 | NOW |
ServiceNow, Inc.
|
10,157 | $1,008,386 | |
| 7 | DDOG |
Datadog, Inc.
|
3,594 | $935,733 | |
| 8 | SNOW |
Snowflake Inc.
|
3,175 | $808,037 |
All Filings in U
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $519,555 | 18,179 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $329,516 | 15,019 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $472,486 | 10,697 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $442,762 | 11,058 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $228,907 | 9,459 | Shares | Sole | 2025-07-10 | |
| No filing history on record for this holder in this stock. | ||||||