Position in USIO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$6,730,352
+$3,636,561 QoQ
Shares Held
2,713,852
0.0% QoQ
Ownership
9.52%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1
of 33 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in USIO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026WHITTIER TRUST CO holds $693,784,085 across 29 Software - Infrastructure names. USIO ranks #8 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
949,837 | $354,308,197 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
866,260 | $165,269,413 | |
| 3 | NET |
Cloudflare, Inc.
|
344,815 | $84,576,222 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
273,487 | $31,907,727 | |
| 5 | DOCN |
DigitalOcean Holdings, Inc.
|
107,224 | $16,837,384 | |
| 6 | ORCL |
Oracle Corp
|
104,028 | $15,245,302 | |
| 7 | MDB |
MongoDB, Inc.
|
35,976 | $12,084,338 | |
| 8 | USIO |
Usio, Inc.
This page
|
2,713,852 | $6,730,352 |
All Filings in USIO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,730,352 | 2,713,852 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,093,791 | 2,713,852 | Shares | Sole | 2026-04-28 | |
| 2025-09-30 | $3,984,167 | 2,805,752 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $4,292,800 | 2,805,752 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $4,096,397 | 2,805,752 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $4,096,397 | 2,805,752 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $3,849,020 | 2,830,162 | Shares | Sole | 2024-10-21 | |
| No filing history on record for this holder in this stock. | ||||||