Position in U
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$11,189
New position
Shares Held
510
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Application
Technology · as of Mar 31, 2026Coston, McIsaac & Partners holds $4,854,843 across 18 Software - Application names. U ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
|
47,291 | $4,356,446 | |
| 2 | TYL |
Tyler Technologies Inc
|
457 | $156,467 | |
| 3 | ADBE |
Adobe Inc.
|
573 | $139,284 | |
| 4 | SHOP |
Shopify Inc.
|
620 | $73,544 | |
| 5 | ADP |
Automatic Data Processing Inc
|
239 | $48,560 | |
| 6 | CRM |
Salesforce, Inc.
|
99 | $18,480 | |
| 7 | U |
Unity Software Inc.
This page
|
510 | $11,189 | |
| 8 | TTAN |
ServiceTitan, Inc.
|
161 | $10,217 |
All Filings in U
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,189 | 510 | Shares | Sole | 2026-04-22 | |
| No filing history on record for this holder in this stock. | ||||||