Position in VERX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$798,157
+$489,340 QoQ
Shares Held
69,526
+167.7% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#85
of 226 holders
Holding Since
Sep 2020
24 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, 2026WELLS FARGO & COMPANY/MN holds $6,333,124,159 across 155 Software - Application names. VERX ranks #84 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
7,193,141 | $1,610,903,924 | |
| 2 | UBER |
Uber Technologies, Inc
|
9,100,026 | $656,657,874 | |
| 3 | NOW |
ServiceNow, Inc.
|
5,007,309 | $497,125,634 | |
| 4 | CRM |
Salesforce, Inc.
|
3,107,764 | $486,862,305 | |
| 5 | PAYX |
Paychex Inc
|
3,852,234 | $378,790,167 | |
| 6 | SHOP |
Shopify Inc.
|
2,866,960 | $327,349,490 | |
| 7 | DDOG |
Datadog, Inc.
|
1,205,829 | $313,949,636 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
679,647 | $255,085,109 |
All Filings in VERX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $798,157 | 69,526 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $308,817 | 25,973 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $1,733,274 | 86,794 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,354,425 | 54,636 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,667,740 | 47,198 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $4,181,418 | 119,435 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,834,171 | 34,380 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $818,143 | 21,245 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $910,910 | 25,268 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $187,065 | 5,890 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $64,171 | 2,382 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $54,377 | 2,354 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $39,468 | 2,024 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $18,683 | 903 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $15,685 | 1,081 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $14,572 | 1,066 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,297 | 291 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $8,038 | 524 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $7,633 | 481 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $5,074 | 264 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $119,156 | 5,431 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $10,795,168 | 491,136 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $64,031,679 | 1,837,351 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $41,634,485 | 1,810,195 | Shares | Defined | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||