Position in U
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$33,324
+$7,742 QoQ
Shares Held
1,166
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#421
of 558 holders
Holding Since
Dec 2020
23 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, 2026Financial Perspectives, Inc holds $4,722,876 across 22 Software - Application names. U ranks #13 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
22,676 | $2,589,145 | |
| 2 | UBER |
Uber Technologies, Inc
|
10,188 | $735,166 | |
| 3 | SNOW |
Snowflake Inc.
|
1,281 | $326,014 | |
| 4 | NOW |
ServiceNow, Inc.
|
2,725 | $270,538 | |
| 5 | ZM |
Zoom Communications, Inc.
|
3,018 | $260,483 | |
| 6 | MSTR |
Strategy Inc
|
1,472 | $127,960 | |
| 7 | NICE |
NICE Ltd.
|
635 | $57,689 | |
| 8 | TEAM |
Atlassian Corp
|
718 | $55,853 |
All Filings in U
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,324 | 1,166 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $25,582 | 1,166 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $51,502 | 1,166 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $46,686 | 1,166 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $28,217 | 1,166 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $22,841 | 1,166 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $26,200 | 1,166 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $127,508 | 5,637 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $91,657 | 5,637 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $150,507 | 5,637 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $230,496 | 5,637 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $176,945 | 5,637 | Shares | Sole | 2024-01-10 | |
| 2023-06-30 | $244,758 | 5,637 | Shares | Sole | 2024-01-10 | |
| 2023-03-31 | $182,864 | 5,637 | Shares | Sole | 2024-01-10 | |
| 2022-12-31 | $155,386 | 5,435 | Shares | Sole | 2024-01-10 | |
| 2022-09-30 | $211,391 | 6,635 | Shares | Sole | 2024-01-10 | |
| 2022-06-30 | $227,289 | 6,173 | Shares | Sole | 2024-01-10 | |
| 2022-03-31 | $612,423 | 6,173 | Shares | Sole | 2024-01-10 | |
| 2021-12-31 | $853,078 | 5,966 | Shares | Sole | 2024-01-10 | |
| 2021-09-30 | $737,552 | 5,842 | Shares | Sole | 2024-01-10 | |
| 2021-06-30 | $641,626 | 5,842 | Shares | Sole | 2024-01-10 | |
| 2021-03-31 | $5,770 | 578,789 | Shares | Sole | 2024-01-10 | |
| 2020-12-31 | $334,871 | 2,182 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||