Position in U
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$0
-$56,824 QoQ
Shares Held
0
-100.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
11 quarters on record
Common Shares in U Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026CALDWELL SUTTER CAPITAL, INC. holds $1,500,134 across 25 Software - Application names. U ranks #25 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
3,220 | $840,420 | |
| 2 | UBER |
Uber Technologies, Inc
|
1,600 | $115,456 | |
| 3 | CRM |
Salesforce, Inc.
|
709 | $111,071 | |
| 4 | WDAY |
Workday, Inc.
|
822 | $100,629 | |
| 5 | ADSK |
Autodesk, Inc.
|
293 | $56,965 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
129 | $48,416 | |
| 7 | ADBE |
Adobe Inc.
|
168 | $34,443 | |
| 8 | NOW |
ServiceNow, Inc.
|
337 | $33,457 |
All Filings in U
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $0 | 0 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $56,824 | 2,590 | Shares | Sole | 2026-05-06 | |
| 2025-06-30 | $60,500 | 2,500 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $48,975 | 2,500 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $56,175 | 2,500 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $56,550 | 2,500 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $40,650 | 2,500 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $66,750 | 2,500 | Shares | Sole | 2024-04-19 | |
| 2023-09-30 | $67,802 | 2,160 | Shares | Sole | 2023-10-25 | |
| 2023-03-31 | $324,400 | 10,000 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $270,461 | 9,460 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||