Position in VERX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,575,962
+$1,209,969 QoQ
Shares Held
224,387
+95.3% QoQ
Ownership
0.138%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#56
of 226 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 0%
Shared 71%
None 29%
Common Shares in VERX Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026AMERIPRISE FINANCIAL INC holds $8,347,535,696 across 103 Software - Application names. VERX ranks #70 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
6,734,189 | $1,054,978,046 | |
| 2 | LYFT |
Lyft, Inc.
|
61,317,026 | $895,841,748 | |
| 3 | NOW |
ServiceNow, Inc.
|
6,975,128 | $692,490,704 | |
| 4 | ADP |
Automatic Data Processing Inc
|
2,677,381 | $599,599,470 | |
| 5 | SNOW |
Snowflake Inc.
|
1,867,395 | $475,252,025 | |
| 6 | UBER |
Uber Technologies, Inc
|
6,482,481 | $467,775,825 | |
| 7 | ADEA |
Adeia Inc.
|
13,713,908 | $451,598,989 | |
| 8 | ADBE |
Adobe Inc.
|
2,138,741 | $438,484,675 |
All Filings in VERX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,575,962 | 224,387 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,365,993 | 114,886 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $15,971,466 | 799,773 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $19,699,224 | 794,644 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $38,391,794 | 1,086,509 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $29,563,318 | 844,425 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $61,343,962 | 1,149,840 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $37,648,182 | 977,621 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $11,036,382 | 306,141 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $9,708,237 | 305,675 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $8,466,729 | 314,281 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $5,797,360 | 250,968 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $5,034,003 | 258,154 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $6,685,104 | 323,108 | Shares | Defined | 2023-05-22 | |
| 2022-12-31 | $4,062,784 | 279,999 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $3,812,562 | 278,900 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,200,531 | 282,483 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $4,132,457 | 269,391 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $3,841,919 | 242,087 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,706,478 | 244,874 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $8,315,895 | 379,029 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $7,741,355 | 352,200 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $11,827,148 | 339,373 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $2,430,778 | 105,686 | Shares | Defined | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||