Position in VERX
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$285
New position
Shares Held
24
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Application
Technology · as of Jun 30, 2026Investors Portfolio Services LLC holds $448,773 across 22 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROP |
Roper Technologies Inc
|
384 | $129,941 | |
| 2 | NOW |
ServiceNow, Inc.
|
1,075 | $106,726 | |
| 3 | CRM |
Salesforce, Inc.
|
603 | $94,465 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
223 | $83,696 | |
| 5 | SNOW |
Snowflake Inc.
|
77 | $19,596 | |
| 6 | ZM |
Zoom Communications, Inc.
|
25 | $2,157 | |
| 7 | PEGA |
Pegasystems Inc
|
65 | $1,948 | |
| 8 | INTA |
Intapp, Inc.
|
53 | $1,336 |
All Filings in VERX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $285 | 24 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||