Position in U
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$65,333
+$40,892 QoQ
Shares Held
2,286
+105.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#407
of 558 holders
Holding Since
Dec 2025
3 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, 2026ELEVATION WEALTH PARTNERS, LLC holds $1,759,682 across 35 Software - Application names. U ranks #3 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FICO |
Fair Isaac Corp
|
449 | $536,456 | |
| 2 | NOW |
ServiceNow, Inc.
|
3,424 | $339,934 | |
| 3 | U |
Unity Software Inc.
This page
|
2,286 | $65,333 | |
| 4 | TTAN |
ServiceTitan, Inc.
|
863 | $61,022 | |
| 5 | ADP |
Automatic Data Processing Inc
|
255 | $57,107 | |
| 6 | GWRE |
Guidewire Software, Inc.
|
458 | $56,356 | |
| 7 | CRM |
Salesforce, Inc.
|
327 | $51,227 | |
| 8 | WDAY |
Workday, Inc.
|
395 | $48,355 |
All Filings in U
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $65,333 | 2,286 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $24,441 | 1,114 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $6,492 | 147 | Shares | Sole | 2026-01-09 | |
| No filing history on record for this holder in this stock. | ||||||