Position in USIO
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$3,093,791
-$890,376 QoQ
Shares Held
2,713,852
-3.3% QoQ
Ownership
9.83%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in USIO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026WHITTIER TRUST CO holds $514,708,123 across 29 Software - Infrastructure names. USIO ranks #7 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
974,500 | $360,730,664 | |
| 2 | NET |
Cloudflare, Inc.
|
340,968 | $70,355,336 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
273,176 | $39,960,185 | |
| 4 | ORCL |
Oracle Corp
|
102,745 | $15,114,816 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
129,576 | $12,646,941 | |
| 6 | MDB |
MongoDB, Inc.
|
35,975 | $8,805,600 | |
| 7 | USIO |
Usio, Inc.
This page
|
2,713,852 | $3,093,791 | |
| 8 | PANW |
Palo Alto Networks Inc
|
15,474 | $2,480,791 |
All Filings in USIO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,093,791 | 2,713,852 | Shares | Sole | 2026-04-28 | |
| 2026-03-10 | $3,419,453 | 2,713,852 | Shares | Sole | 2026-05-18 | |
| 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. | ||||||