Position in VERX
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$585
-$2,530 QoQ
Shares Held
51
-80.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#199
of 226 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VERX Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026MassMutual Private Wealth & Trust, FSB holds $43,481,992 across 86 Software - Application names. VERX ranks #82 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROP |
Roper Technologies Inc
|
31,745 | $10,742,190 | |
| 2 | NOW |
ServiceNow, Inc.
|
83,017 | $8,241,927 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
15,784 | $5,924,050 | |
| 4 | CRM |
Salesforce, Inc.
|
36,222 | $5,674,538 | |
| 5 | PAYX |
Paychex Inc
|
43,520 | $4,279,321 | |
| 6 | ADBE |
Adobe Inc.
|
17,160 | $3,518,143 | |
| 7 | UBER |
Uber Technologies, Inc
|
24,271 | $1,751,395 | |
| 8 | ADP |
Automatic Data Processing Inc
|
2,883 | $645,647 |
All Filings in VERX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $585 | 51 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $3,115 | 262 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $3,854 | 193 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,016 | 41 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $10,423 | 295 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $13,233 | 378 | Shares | Sole | 2025-04-01 | |
| No filing history on record for this holder in this stock. | ||||||