Position in U
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$13,146
+$3,054 QoQ
Shares Held
460
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#435
of 558 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in U Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026HM PAYSON & CO holds $53,235,654 across 30 Software - Application names. U ranks #21 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TYL |
Tyler Technologies Inc
|
54,036 | $15,803,367 | |
| 2 | INTU |
Intuit Inc.
|
45,308 | $11,825,388 | |
| 3 | CRM |
Salesforce, Inc.
|
65,336 | $10,235,537 | |
| 4 | ADP |
Automatic Data Processing Inc
|
36,524 | $8,179,549 | |
| 5 | UBER |
Uber Technologies, Inc
|
57,771 | $4,168,754 | |
| 6 | ROP |
Roper Technologies Inc
|
2,256 | $763,406 | |
| 7 | PAYX |
Paychex Inc
|
7,026 | $690,865 | |
| 8 | ADBE |
Adobe Inc.
|
2,116 | $433,821 |
All Filings in U
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,146 | 460 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $10,092 | 460 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $20,318 | 460 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $18,418 | 460 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $11,132 | 460 | Shares | Sole | 2025-10-17 | |
| 2025-03-31 | $9,011 | 460 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $10,336 | 460 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $10,405 | 460 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $7,479 | 460 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $12,282 | 460 | Shares | Sole | 2024-06-20 | |
| 2023-12-31 | $18,809 | 460 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $14,439 | 460 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $19,973 | 460 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $14,922 | 460 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $13,151 | 460 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $14,655 | 460 | Shares | Sole | 2022-10-25 | |
| No filing history on record for this holder in this stock. | ||||||