Position in VIA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$181
+$31 QoQ
Shares Held
10
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#124
of 127 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VIA Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Clean Yield Group holds $18,752,428 across 15 Software - Application names. VIA ranks #15 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
37,243 | $5,834,488 | |
| 2 | ADP |
Automatic Data Processing Inc
|
21,872 | $4,898,234 | |
| 3 | NOW |
ServiceNow, Inc.
|
41,397 | $4,109,894 | |
| 4 | SHOP |
Shopify Inc.
|
23,329 | $2,663,705 | |
| 5 | INTU |
Intuit Inc.
|
2,609 | $680,949 | |
| 6 | PAYX |
Paychex Inc
|
4,211 | $414,067 | |
| 7 | UBER |
Uber Technologies, Inc
|
1,043 | $75,262 | |
| 8 | ROP |
Roper Technologies Inc
|
153 | $51,773 |
All Filings in VIA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $181 | 10 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $150 | 10 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $290 | 10 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $480 | 10 | Shares | Sole | 2025-10-23 | |
| No filing history on record for this holder in this stock. | ||||||