Position in WLTH
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$8,271,332
+$374,173 QoQ
Shares Held
925,205
+8.4% QoQ
Ownership
0.619%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#18
of 139 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in WLTH Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026CONGRESS ASSET MANAGEMENT CO holds $678,725,384 across 18 Software - Application names. WLTH ranks #10 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVLT |
Commvault Systems Inc
|
923,066 | $130,826,144 | |
| 2 | IDCC |
InterDigital, Inc.
|
421,433 | $119,320,325 | |
| 3 | FROG |
JFrog Ltd
|
1,241,991 | $112,872,142 | |
| 4 | UBER |
Uber Technologies, Inc
|
1,341,826 | $96,826,164 | |
| 5 | SHOP |
Shopify Inc.
|
764,601 | $87,302,142 | |
| 6 | DDOG |
Datadog, Inc.
|
261,023 | $67,959,948 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
34,920 | $13,106,174 | |
| 8 | FICO |
Fair Isaac Corp
|
10,358 | $12,375,531 |
All Filings in WLTH
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,271,332 | 925,205 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $7,897,159 | 853,747 | Shares | Sole | 2026-04-14 | |
| No filing history on record for this holder in this stock. | ||||||