Position in VERX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$11
New position
Shares Held
1
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#225
of 226 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Application
Technology · as of Jun 30, 2026DecisionPoint Financial, LLC holds $166,977 across 44 Software - Application names. VERX ranks #44 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
566 | $64,625 | |
| 2 | PAYX |
Paychex Inc
|
399 | $39,233 | |
| 3 | SOUN |
Soundhound Ai, Inc.
|
5,781 | $37,403 | |
| 4 | INTU |
Intuit Inc.
|
45 | $11,745 | |
| 5 | UBER |
Uber Technologies, Inc
|
22 | $1,587 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
4 | $1,501 | |
| 7 | PDFS |
Pdf Solutions Inc
|
21 | $1,486 | |
| 8 | FICO |
Fair Isaac Corp
|
1 | $1,194 |
All Filings in VERX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11 | 1 | Shares | Sole | 2026-08-05 | |
| No filing history on record for this holder in this stock. | ||||||