Position in XPER
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$111,450
+$46,524 QoQ
Shares Held
13,542
+16.8% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#96
of 153 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XPER Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026ENVESTNET ASSET MANAGEMENT INC holds $3,084,779,072 across 80 Software - Application names. XPER ranks #78 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
5,606,516 | $404,566,194 | |
| 2 | ADP |
Automatic Data Processing Inc
|
1,271,429 | $284,736,524 | |
| 3 | PAYX |
Paychex Inc
|
2,764,004 | $271,784,513 | |
| 4 | NOW |
ServiceNow, Inc.
|
2,135,278 | $211,990,399 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
561,882 | $210,885,552 | |
| 6 | SHOP |
Shopify Inc.
|
1,827,570 | $208,671,942 | |
| 7 | SNOW |
Snowflake Inc.
|
737,847 | $187,782,061 | |
| 8 | CRM |
Salesforce, Inc.
|
1,001,763 | $156,936,191 |
All Filings in XPER
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $111,450 | 13,542 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $64,926 | 11,594 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $76,150 | 12,995 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $78,842 | 12,167 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $96,462 | 12,195 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $104,914 | 13,590 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $135,081 | 13,153 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $112,922 | 12,221 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $85,539 | 10,419 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||