Position in U
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$355,363
+$136,644 QoQ
Shares Held
12,434
+24.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#330
of 558 holders
Holding Since
Dec 2023
6 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, 2026Compound Planning, Inc. holds $45,135,702 across 33 Software - Application names. U ranks #20 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIG |
Figma, Inc.
|
809,025 | $14,635,261 | |
| 2 | NOW |
ServiceNow, Inc.
|
58,018 | $5,760,026 | |
| 3 | SHOP |
Shopify Inc.
|
28,597 | $3,265,205 | |
| 4 | UBER |
Uber Technologies, Inc
|
38,771 | $2,797,715 | |
| 5 | ADP |
Automatic Data Processing Inc
|
9,591 | $2,147,904 | |
| 6 | CRM |
Salesforce, Inc.
|
12,013 | $1,881,956 | |
| 7 | VIA |
Via Transportation, Inc.
|
87,620 | $1,589,425 | |
| 8 | SAP |
Sap SE
|
10,200 | $1,571,921 |
All Filings in U
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $355,363 | 12,434 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $218,719 | 9,969 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $563,785 | 12,764 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $376,776 | 9,410 | Shares | Sole | 2025-11-10 | |
| 2024-03-31 | $239,552 | 8,972 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $319,964 | 7,825 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||