Position in U
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$272,796
+$31,808 QoQ
Shares Held
9,545
-13.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#355
of 558 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in U Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Synergy Financial Group, LTD holds $11,209,007 across 11 Software - Application names. U ranks #9 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
50,860 | $5,807,194 | |
| 2 | DDOG |
Datadog, Inc.
|
5,963 | $1,552,526 | |
| 3 | SNOW |
Snowflake Inc.
|
2,911 | $740,849 | |
| 4 | NOW |
ServiceNow, Inc.
|
6,358 | $631,222 | |
| 5 | ZM |
Zoom Communications, Inc.
|
5,917 | $510,696 | |
| 6 | UBER |
Uber Technologies, Inc
|
6,671 | $481,379 | |
| 7 | PAYC |
Paycom Software, Inc.
|
3,384 | $425,301 | |
| 8 | CRM |
Salesforce, Inc.
|
1,910 | $299,220 |
All Filings in U
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $272,796 | 9,545 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $240,988 | 10,984 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $405,259 | 9,175 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $335,695 | 8,384 | Shares | Sole | 2025-11-17 | |
| No filing history on record for this holder in this stock. | ||||||