Computer Programming, Data Processing, And Other Computer Related Services - Latest Institutional Ownership Updates

This table shows recent investment for the industry. A lot of people consider institutional money to be "smart money" since they tend to be well-informed and have dedicated research teams. So, tracking the filings of institutions can be considered a proxy for institutional sentiment. If you see a number of institutions accumulating shares, for example, that might be considered a positive signal.

File Date Form Target Company Investor Prior Shares Current Shares Change
(Percent)
2026-06-01 13F-HR MDB / MongoDB Concorde Asset Management, LLC 529 0 -100.00
2026-06-01 13F-HR TTD / Trade Desk Concorde Asset Management, LLC 15,468 0 -100.00
2026-06-01 13F-HR PRGS / Progress Software Integrated Investment Consultants, LLC 21,024 7,927 -62.30
2026-06-01 13F-HR FRSH / Freshworks Caerus Investment Advisors, LLC 17,734
2026-06-01 SCHEDULE 13G/A GGRP / Glimpse Group Ferrari Braden 1,340,192 1,458,374 8.82
2026-06-01 13F-HR TEAM / Atlassian Caerus Investment Advisors, LLC 10,623 5,465 -48.56
2026-06-01 13F-HR PLTR / Palantir Technologies Financial Solutions Advisory Group, Inc. 4,150
2026-06-01 13F-HR FDS / FactSet Research Systems Integrated Investment Consultants, LLC 3,548 1,437 -59.50
2026-06-01 13F-HR MSFT / Microsoft Concorde Asset Management, LLC 5,640 3,565 -36.79
2026-06-01 13F-HR GTLB / GitLab Caerus Investment Advisors, LLC 10,724 0 -100.00
2026-06-01 13F-HR RBLX / Roblox Caerus Investment Advisors, LLC 3,703 0 -100.00
2026-06-01 13F-HR KD / Kyndryl Holdings Flagship Wealth Advisors, Llc 40 40 0.00
2026-06-01 13F-HR GOOG / Alphabet Integrated Investment Consultants, LLC 7,476 7,484 0.11
2026-06-01 13F-HR PCOR / Procore Technologies Caerus Investment Advisors, LLC 4,106
2026-06-01 13F-HR PINS / Pinterest Caerus Investment Advisors, LLC 19,591 0 -100.00
2026-06-01 13F-HR CFLT / Confluent Caerus Investment Advisors, LLC 21,667 0 -100.00
2026-06-01 13F-HR GOOGL / Alphabet Concorde Asset Management, LLC 1,290 880 -31.78
2026-06-01 13F-HR FDS / FactSet Research Systems Caerus Investment Advisors, LLC 1,973 966 -51.04
2026-06-01 13F-HR NOW / ServiceNow Caerus Investment Advisors, LLC 3,515 7,030 100.00
2026-06-01 13F-HR CRM / Salesforce Integrated Investment Consultants, LLC 3,560 1,889 -46.94
2026-06-01 13F-HR/A ORCL / Oracle Nwi Management Lp 100,000 100,000 0.00
2026-06-01 13F-HR/A GOOGL / Alphabet Nwi Management Lp 110,000 110,000 0.00
2026-06-01 13F-HR GOOGL / Alphabet Foguth Wealth Management, LLC. 3,168 4,051 27.87
2026-06-01 13F-HR RXT / Rackspace Technology Caerus Investment Advisors, LLC 11,999
2026-06-01 13F-HR MDB / MongoDB Caerus Investment Advisors, LLC 686 819 19.39
2026-06-01 13F-HR PLTR / Palantir Technologies Concorde Asset Management, LLC 20,780 8,999 -56.69
2026-06-01 13F-HR GOOGL / Alphabet Foguth Wealth Management, LLC. 4,686 5,293 12.95
2026-06-01 13F-HR GOOGL / Alphabet Flagship Wealth Advisors, Llc 5,267 4,764 -9.55
2026-06-01 13F-HR/A NET / Cloudflare Nwi Management Lp 18,000 18,000 0.00
2026-06-01 13F-HR GOOG / Alphabet Dala Group, LLC 5,690
2026-06-01 13F-HR APP / AppLovin Concorde Asset Management, LLC 1,067 688 -35.52
2026-06-01 13F-HR CRWD / CrowdStrike Holdings Integrated Investment Consultants, LLC 1,847 1,853 0.32
2026-06-01 13F-HR PLTR / Palantir Technologies Integrated Investment Consultants, LLC 3,020 1,728 -42.78
2026-06-01 13F-HR ZM / Zoom Communications Caerus Investment Advisors, LLC 16,385 5,194 -68.30
2026-06-01 13F-HR ORCL / Oracle First Nebraska Trust Co 30,113
2026-06-01 SCHEDULE 13D/A AMBR / Amber International Holding Limited - Depositary Receipt Amber Global Limited 346,067,981 131,942,913 -61.87
2026-06-01 13F-HR ADBE / Adobe Caerus Investment Advisors, LLC 2,657 0 -100.00
2026-06-01 13F-HR ADBE / Adobe Integrated Investment Consultants, LLC 1,500 0 -100.00
2026-06-01 13F-HR/A MSFT / Microsoft Nwi Management Lp 147,100 201,100 36.71
2026-06-01 13F-HR CRM / Salesforce Flagship Wealth Advisors, Llc 4,142 8 -99.81
2026-06-01 13F-HR/A WDAY / Workday Nwi Management Lp 48,000 45,000 -6.25
2026-06-01 13F-HR MSFT / Microsoft First Nebraska Trust Co 90,880
2026-06-01 13F-HR MSFT / Microsoft Dala Group, LLC 4,833
2026-06-01 13F-HR/A GOOG / Alphabet Nwi Management Lp 111,000 110,000 -0.90
2026-06-01 13F-HR MSFT / Microsoft Foguth Wealth Management, LLC. 7,201 7,159 -0.58
2026-06-01 13F-HR GOOG / Alphabet Financial Solutions Advisory Group, Inc. 948
2026-06-01 13F-HR GOOGL / Alphabet Caerus Investment Advisors, LLC 42,882 43,413 1.24
2026-06-01 13F-HR GOOGL / Alphabet First Nebraska Trust Co 13,610
2026-06-01 13F-HR GOOGL / Alphabet Integrated Investment Consultants, LLC 21,638 19,822 -8.39
2026-06-01 13F-HR/A CRWD / CrowdStrike Holdings Nwi Management Lp 15,000 15,000 0.00
2026-06-01 13F-HR GOOGL / Alphabet Dala Group, LLC 40,744
2026-06-01 13F-HR CRWD / CrowdStrike Holdings Flagship Wealth Advisors, Llc 1,327 544 -59.01
2026-06-01 13F-HR PLTR / Palantir Technologies Caerus Investment Advisors, LLC 10,697 5,600 -47.65
2026-06-01 13F-HR KD / Kyndryl Holdings Caerus Investment Advisors, LLC 10,432 0 -100.00
2026-06-01 13F-HR/A CRWD / CrowdStrike Holdings Nwi Management Lp 15,000 15,000 0.00
2026-06-01 13F-HR GOOGL / Alphabet Concorde Asset Management, LLC 4,186 2,570 -38.60
2026-06-01 13F-HR ORCL / Oracle Caerus Investment Advisors, LLC 3,172 0 -100.00
2026-06-01 13F-HR GOOGL / Alphabet Financial Solutions Advisory Group, Inc. 2,137
2026-06-01 13F-HR SSNC / SS&C Technologies Holdings Integrated Investment Consultants, LLC 15,454 6,194 -59.92
2026-06-01 13F-HR PLTK / Playtika Holding Caerus Investment Advisors, LLC 12,083 0 -100.00
2026-06-01 13F-HR MQ / Marqeta Financial Solutions Advisory Group, Inc. 10,000
2026-06-01 13F-HR CRWD / CrowdStrike Holdings Concorde Asset Management, LLC 1,721 793 -53.92
2026-06-01 13F-HR GOOGL / Alphabet First Nebraska Trust Co 144,261
2026-06-01 13F-HR CRWD / CrowdStrike Holdings Foguth Wealth Management, LLC. 794
2026-06-01 13F-HR GOOGL / Alphabet Caerus Investment Advisors, LLC 14,211 15,715 10.58
2026-06-01 13F-HR GOOGL / Alphabet Flagship Wealth Advisors, Llc 5,206 3,458 -33.58
2026-06-01 13F-HR WEAV / Weave Communications Caerus Investment Advisors, LLC 15,241
2026-06-01 13F-HR PLTR / Palantir Technologies Flagship Wealth Advisors, Llc 575 0 -100.00
2026-06-01 13F-HR PLTR / Palantir Technologies Foguth Wealth Management, LLC. 1,536 4,987 224.67
2026-06-01 13F-HR S / SentinelOne Caerus Investment Advisors, LLC 14,513 15,390 6.04
2026-06-01 13F-HR/A ORCL / Oracle Nwi Management Lp 100,000
2026-06-01 13F-HR ORCL / Oracle Flagship Wealth Advisors, Llc 592 592 0.00
2026-06-01 13F-HR ORCL / Oracle Foguth Wealth Management, LLC. 1,050 1,275 21.43
2026-06-01 13F-HR GDDY / GoDaddy Caerus Investment Advisors, LLC 4,431 0 -100.00
2026-06-01 13F-HR ORCL / Oracle Financial Solutions Advisory Group, Inc. 1,943
2026-06-01 13F-HR ADBE / Adobe First Nebraska Trust Co 8,813
2026-06-01 13F-HR ADBE / Adobe Financial Solutions Advisory Group, Inc. 4,259
2026-06-01 13F-HR MSFT / Microsoft Caerus Investment Advisors, LLC 6,141 5,659 -7.85
2026-06-01 13F-HR/A MSFT / Microsoft Nwi Management Lp 180,000 90,000 -50.00
2026-06-01 13F-HR/A MSFT / Microsoft Nwi Management Lp 57,100 147,100 157.62
2026-06-01 13F-HR NOW / ServiceNow Integrated Investment Consultants, LLC 2,680 3,011 12.35
2026-06-01 13F-HR PCTY / Paylocity Holding Caerus Investment Advisors, LLC 1,809 0 -100.00
2026-06-01 13F-HR CRM / Salesforce First Nebraska Trust Co 29,531
2026-06-01 13F-HR MSFT / Microsoft Flagship Wealth Advisors, Llc 5,349 3,176 -40.62
2026-06-01 13F-HR MSFT / Microsoft Integrated Investment Consultants, LLC 25,978 24,366 -6.21
2026-06-01 13F-HR/A MSFT / Microsoft Nwi Management Lp 0 180,000
2026-06-01 13F-HR MSFT / Microsoft Financial Solutions Advisory Group, Inc. 10,576
2026-06-01 13F-HR CRM / Salesforce Caerus Investment Advisors, LLC 1,298 3,253 150.62
2026-06-01 13F-HR VRSK / Verisk Analytics Integrated Investment Consultants, LLC 1,106 1,108 0.18
2026-06-01 13F-HR ORCL / Oracle Integrated Investment Consultants, LLC 3,925 3,399 -13.40
2026-06-01 13F-HR DAY / Dayforce Caerus Investment Advisors, LLC 3,873 0 -100.00
2026-06-01 13F-HR VEEV / Veeva Systems Caerus Investment Advisors, LLC 0 1,900
2026-06-01 13F-HR INTU / Intuit Concorde Asset Management, LLC 431 0 -100.00
2026-06-01 13F-HR PSN / Parsons Integrated Investment Consultants, LLC 5,586 5,499 -1.56
2026-06-01 13F-HR TYL / Tyler Technologies Integrated Investment Consultants, LLC 706 981 38.95
2026-06-01 13F-HR BLND / Blend Labs Caerus Investment Advisors, LLC 0 23,934
2026-06-01 13F-HR/A META / Meta Platforms Nwi Management Lp 27,000 36,000 33.33
2026-06-01 13F-HR SHOP / Shopify Flagship Wealth Advisors, Llc 93 0 -100.00
2026-06-01 13F-HR SNOW / Snowflake Caerus Investment Advisors, LLC 3,153 1,452 -53.95
2026-06-01 SCHEDULE 13D/A TBLA / Taboola.com Apollo Management Holdings GP, LLC 39,525,691 39,525,691 0.00
2026-06-01 13F-HR META / Meta Platforms Flagship Wealth Advisors, Llc 842 1,068 26.84
2026-06-01 13F-HR META / Meta Platforms Concorde Asset Management, LLC 1,232 579 -53.00
2026-06-01 13F-HR INTU / Intuit Integrated Investment Consultants, LLC 597 667 11.73
2026-06-01 13F-HR CCC / CCC Intelligent Solutions Holdings Caerus Investment Advisors, LLC 17,571
2026-06-01 13F-HR ADP / Automatic Data Processing First Nebraska Trust Co 1,453
2026-06-01 13F-HR/A META / Meta Platforms Nwi Management Lp 36,000 90,000 150.00
2026-06-01 13F-HR SABR / Sabre Integrated Investment Consultants, LLC 79,191 77,871 -1.67
2026-06-01 13F-HR SHOP / Shopify Caerus Investment Advisors, LLC 1,598 1,688 5.63
2026-06-01 13F-HR MTCH / Match Group Caerus Investment Advisors, LLC 9,143 10,129 10.78
2026-06-01 13F-HR ADP / Automatic Data Processing Flagship Wealth Advisors, Llc 1,833 1,233 -32.73
2026-06-01 13F-HR SOUN / SoundHound AI Concorde Asset Management, LLC 49,720 30,860 -37.93
2026-06-01 13F-HR VRSN / VeriSign Caerus Investment Advisors, LLC 1,849 0 -100.00
2026-06-01 13F-HR ADP / Automatic Data Processing Foguth Wealth Management, LLC. 1,176 1,167 -0.77
2026-06-01 13F-HR META / Meta Platforms Foguth Wealth Management, LLC. 795 1,318 65.79
2026-06-01 13F-HR META / Meta Platforms First Nebraska Trust Co 2,661
2026-06-01 13F-HR SAP / SAP SE - Depositary Receipt Integrated Investment Consultants, LLC 1,052 0 -100.00
2026-06-01 13F-HR SHOP / Shopify Dala Group, LLC 1,832
2026-06-01 13F-HR INTU / Intuit Caerus Investment Advisors, LLC 445 995 123.60
2026-06-01 13F-HR ESTC / Elastic N.V. Caerus Investment Advisors, LLC 9,173 0 -100.00
2026-06-01 13F-HR NTNX / Nutanix Flagship Wealth Advisors, Llc 40 0 -100.00
2026-06-01 13F-HR VEEV / Veeva Systems Integrated Investment Consultants, LLC 2,361 2,364 0.13
2026-06-01 13F-HR BOX / Box Integrated Investment Consultants, LLC 9,512 9,304 -2.19
2026-06-01 13F-HR META / Meta Platforms Caerus Investment Advisors, LLC 1,559 1,277 -18.09
2026-06-01 13F-HR META / Meta Platforms Financial Solutions Advisory Group, Inc. 1,148
2026-06-01 13F-HR CACI / CACI International Caerus Investment Advisors, LLC 610 497 -18.52
2026-06-01 13F-HR ADP / Automatic Data Processing Financial Solutions Advisory Group, Inc. 3,146
2026-06-01 13F-HR PAYC / Paycom Software Concorde Asset Management, LLC 2,581 0 -100.00
2026-06-01 13F-HR DOCU / DocuSign Caerus Investment Advisors, LLC 9,193
2026-06-01 SCHEDULE 13D/A RDVT / Red Violet Dubner Derek 521,667 504,420 -3.31
2026-06-01 SCHEDULE 13D RDVT / Red Violet Dubner Derek 521,667 516,420 -1.01
2026-06-01 13F-HR CCSI / Consensus Cloud Solutions Integrated Investment Consultants, LLC 82,946 32,145 -61.25
2026-06-01 13F-HR ZIP / ZipRecruiter Caerus Investment Advisors, LLC 13,512
2026-06-01 13F-HR NTNX / Nutanix Caerus Investment Advisors, LLC 0 5,830
2026-06-01 13F-HR AI / C3.ai Flagship Wealth Advisors, Llc 175 0 -100.00
2026-06-01 13F-HR INTU / Intuit First Nebraska Trust Co 12,505
2026-06-01 13F-HR ZS / Zscaler Caerus Investment Advisors, LLC 1,048 1,444 37.79
2026-06-01 13F-HR DOCU / DocuSign Concorde Asset Management, LLC 10,450 4,918 -52.94
2026-06-01 13F-HR TWLO / Twilio Flagship Wealth Advisors, Llc 210 10 -95.24
2026-06-01 13F-HR CHKP / Check Point Software Technologies First Nebraska Trust Co 22,958
2026-06-01 13F-HR HUBS / HubSpot Caerus Investment Advisors, LLC 1,248 0 -100.00
2026-06-01 13F-HR META / Meta Platforms Dala Group, LLC 576
2026-06-01 13F-HR META / Meta Platforms Integrated Investment Consultants, LLC 4,690 4,498 -4.09
2026-06-01 SCHEDULE 13G INOD / Innodata Jane Street Group, Llc 1,648,835
2026-06-01 13F-HR TTWO / Take-Two Interactive Software Caerus Investment Advisors, LLC 838 0 -100.00
2026-05-29 13F-HR WIT / Wipro Limited - Depositary Receipt Keel Point, LLC 13,256 0 -100.00
2026-05-29 13F-HR INTU / Intuit Ramiah Investment Group 823 805 -2.19
2026-05-29 13F-HR PSN / Parsons Keel Point, LLC 0 4,021
2026-05-29 13F-HR BL / BlackLine Lavelle Capital Lp 16,119
2026-05-29 13F-HR SEMR / Semrush Holdings Lavelle Capital Lp 318,937
2026-05-29 13F-HR/A ANSS / ANSYS Ramiah Investment Group 2,444 2,833 15.92
2026-05-29 13F-HR/A INTU / Intuit Ramiah Investment Group 805 695 -13.66
2026-05-29 13F-HR SLP / Simulations Plus Asset Dedication, LLC 21 21 0.00
2026-05-29 13F-HR/A ANSS / ANSYS Ramiah Investment Group 2,833 2,968 4.77
2026-05-29 13F-HR/A ANSS / ANSYS Ramiah Investment Group 3,267 3,470 6.21
2026-05-29 13F-HR/A ANSS / ANSYS Ramiah Investment Group 3,470 3,975 14.55
2026-05-29 13F-HR INTU / Intuit Asset Dedication, LLC 1,860 1,034 -44.41
2026-05-29 13F-HR U / Unity Software Asset Dedication, LLC 8 8 0.00
2026-05-29 13F-HR SOUN / SoundHound AI Asset Dedication, LLC 350 350 0.00
2026-05-29 13F-HR GTM / ZoomInfo Technologies Lavelle Capital Lp 83,085
2026-05-29 13F-HR PEGA / Pegasystems Asset Dedication, LLC 10 10 0.00
2026-05-29 13F-HR ZS / Zscaler Asset Dedication, LLC 25 25 0.00
2026-05-29 13F-HR DBX / Dropbox Asset Dedication, LLC 25 25 0.00
2026-05-29 13F-HR SNOW / Snowflake Asset Dedication, LLC 262 262 0.00
2026-05-29 13F-HR/A PTC / PTC Ramiah Investment Group 8,472 8,656 2.17
2026-05-29 13F-HR DOCU / DocuSign Asset Dedication, LLC 20 0 -100.00
2026-05-29 13F-HR SHOP / Shopify Roehl & Yi Investment Advisors, LLC 3,100 2,731 -11.90
2026-05-29 13F-HR BIDU / Baidu, Inc. - Depositary Receipt Keel Point, LLC 5,137 5,215 1.52
2026-05-29 13F-HR SHOP / Shopify Keel Point, LLC 3,586 2,957 -17.54
2026-05-29 13F-HR SHOP / Shopify Asset Dedication, LLC 2,274 2,295 0.92
2026-05-29 13F-HR RBBN / Ribbon Communications Keel Point, LLC 10,721 0 -100.00
2026-05-29 13F-HR/A INTU / Intuit Ramiah Investment Group 1,983 2,523 27.23
2026-05-29 13F-HR SAP / SAP SE - Depositary Receipt Roehl & Yi Investment Advisors, LLC 2,238 2,153 -3.80
2026-05-29 13F-HR SAP / SAP SE - Depositary Receipt Asset Dedication, LLC 5,489 5,250 -4.35
2026-05-29 13F-HR NTES / NetEase, Inc. - Depositary Receipt Asset Dedication, LLC 1,148 1,148 0.00
2026-05-29 13F-HR/A ADSK / Autodesk Ramiah Investment Group 4,597 3,780 -17.77
2026-05-29 13F-HR/A ADSK / Autodesk Ramiah Investment Group 3,120 3,957 26.83
2026-05-29 13F-HR ADSK / Autodesk Keel Point, LLC 3,178 1,730 -45.56
2026-05-29 13F-HR/A PTC / PTC Ramiah Investment Group 7,356 8,472 15.17
2026-05-29 13F-HR ADSK / Autodesk Asset Dedication, LLC 692 620 -10.40
2026-05-29 13F-HR/A ADSK / Autodesk Ramiah Investment Group 3,957 4,415 11.57
2026-05-29 13F-HR/A ADSK / Autodesk Ramiah Investment Group 3,780 3,293 -12.88
2026-05-29 13F-HR PTC / PTC Asset Dedication, LLC 23 0 -100.00
2026-05-29 13F-HR CHKP / Check Point Software Technologies Keel Point, LLC 18,844 19,045 1.07
2026-05-29 13F-HR/A ADSK / Autodesk Ramiah Investment Group 4,989 4,597 -7.86
2026-05-29 13F-HR SHOP / Shopify Lavelle Capital Lp 4,270
2026-05-29 13F-HR SHOP / Shopify Roehl & Yi Investment Advisors, LLC 3,182 3,100 -2.58
2026-05-29 13F-HR SHOP / Shopify Roehl & Yi Investment Advisors, LLC 3,180
2026-05-29 13F-HR/A INTU / Intuit Ramiah Investment Group 1,983
2026-05-29 13F-HR ALKT / Alkami Technology Lavelle Capital Lp 59,741
2026-05-29 13F-HR/A PTC / PTC Ramiah Investment Group 7,030 7,826 11.32
2026-05-29 13F-HR/A INTU / Intuit Ramiah Investment Group 2,523 2,085 -17.36
2026-05-29 13F-HR TWLO / Twilio Keel Point, LLC 1,701 0 -100.00
2026-05-29 13F-HR MTCH / Match Group Asset Dedication, LLC 199 199 0.00
2026-05-29 13F-HR TTWO / Take-Two Interactive Software Keel Point, LLC 1,258 0 -100.00
2026-05-29 13F-HR BILL / BILL Holdings Lavelle Capital Lp 45,640
2026-05-29 13F-HR CXM / Sprinklr Lavelle Capital Lp 101,215
2026-05-29 13F-HR FROG / JFrog Lavelle Capital Lp 22,290
2026-05-29 13F-HR/A BLND / Blend Labs Prospect Capital Advisors, LLC 1,820,150 731,450 -59.81
2026-05-29 13F-HR/A SNPS / Synopsys Ramiah Investment Group 2,870 3,148 9.69
2026-05-29 13F-HR/A SNPS / Synopsys Ramiah Investment Group 909 880 -3.19
2026-05-29 13F-HR/A ANSS / ANSYS Ramiah Investment Group 2,968 3,267 10.07
2026-05-29 13F-HR SNPS / Synopsys Asset Dedication, LLC 36 14 -61.11
2026-05-29 13F-HR/A EA / Electronic Arts Ramiah Investment Group 3,009 3,080 2.36
2026-05-29 13F-HR/A EA / Electronic Arts Ramiah Investment Group 2,471 2,110 -14.61
2026-05-29 13F-HR/A EA / Electronic Arts Ramiah Investment Group 3,454 3,415 -1.13
2026-05-29 13F-HR TTWO / Take-Two Interactive Software Asset Dedication, LLC 340 340 0.00
2026-05-29 13F-HR EA / Electronic Arts Asset Dedication, LLC 47 47 0.00
2026-05-29 13F-HR/A CDNS / Cadence Design Systems Ramiah Investment Group 5,818 5,264 -9.52
2026-05-29 13F-HR EA / Electronic Arts Ramiah Investment Group 3,415 3,009 -11.89
2026-05-29 13F-HR CDNS / Cadence Design Systems Asset Dedication, LLC 85 47 -44.71
2026-05-29 13F-HR/A PTC / PTC Ramiah Investment Group 8,081 7,030 -13.01
2026-05-29 13F-HR TYL / Tyler Technologies Asset Dedication, LLC 10 0 -100.00
2026-05-29 13F-HR/A CDNS / Cadence Design Systems Ramiah Investment Group 5,264 5,857 11.27
2026-05-29 13F-HR/A EA / Electronic Arts Ramiah Investment Group 0 7,867
2026-05-29 13F-HR/A META / Meta Platforms Ramiah Investment Group 989 924 -6.57
2026-05-29 13F-HR/A SNPS / Synopsys Ramiah Investment Group 1,975 1,594 -19.29
2026-05-29 13F-HR/A META / Meta Platforms Ramiah Investment Group 793 753 -5.04
2026-05-29 13F-HR META / Meta Platforms Roehl & Yi Investment Advisors, LLC 904 943 4.31
2026-05-29 13F-HR META / Meta Platforms Roehl & Yi Investment Advisors, LLC 880 895 1.70
2026-05-29 13F-HR META / Meta Platforms Ramiah Investment Group 924 936 1.30
2026-05-29 13F-HR/A META / Meta Platforms Ramiah Investment Group 936 793 -15.28
2026-05-29 13F-HR META / Meta Platforms Mullaney, Keating & Wright, Inc. 991 991 0.00
2026-05-29 13F-HR META / Meta Platforms Mullaney, Keating & Wright, Inc. 991 959 -3.23
2026-05-29 13F-HR META / Meta Platforms Mullaney, Keating & Wright, Inc. 1,077 991 -7.99
2026-05-29 13F-HR META / Meta Platforms Mullaney, Keating & Wright, Inc. 1,584 1,593 0.57
2026-05-29 13F-HR/A SNPS / Synopsys Ramiah Investment Group 2,661 2,968 11.54
2026-05-29 13F-HR META / Meta Platforms Asset Dedication, LLC 8,746 7,999 -8.54
2026-05-29 13F-HR META / Meta Platforms Mullaney, Keating & Wright, Inc. 959 1,584 65.17
2026-05-29 13F-HR META / Meta Platforms Mullaney, Keating & Wright, Inc. 1,593 1,622 1.82
2026-05-29 13F-HR/A META / Meta Platforms Ramiah Investment Group 753 802 6.51
2026-05-29 13F-HR HUBS / HubSpot Asset Dedication, LLC 107 107 0.00
2026-05-29 13F-HR META / Meta Platforms Lavelle Capital Lp 6,588
2026-05-29 13F-HR META / Meta Platforms Peak Planning Group, LLC 1,631
2026-05-29 13F-HR META / Meta Platforms Mullaney, Keating & Wright, Inc. 1,077
2026-05-29 13F-HR/A INTU / Intuit Ramiah Investment Group 695 686 -1.29
2026-05-29 13F-HR/A SNPS / Synopsys Ramiah Investment Group 2,979 2,423 -18.66
2026-05-29 13F-HR SNPS / Synopsys Ramiah Investment Group 0 986
2026-05-29 13F-HR META / Meta Platforms Mullaney, Keating & Wright, Inc. 991 991 0.00
2026-05-29 13F-HR/A SNPS / Synopsys Ramiah Investment Group 2,423 1,975 -18.49
2026-05-29 13F-HR META / Meta Platforms Roehl & Yi Investment Advisors, LLC 895 904 1.01
2026-05-29 13F-HR META / Meta Platforms Roehl & Yi Investment Advisors, LLC 880
2026-05-29 13F-HR/A PAYC / Paycom Software Ramiah Investment Group 2,120 2,909 37.22
2026-05-29 13F-HR HUBS / HubSpot Lavelle Capital Lp 2,103
2026-05-29 13F-HR META / Meta Platforms Keel Point, LLC 14,630 11,011 -24.74
2026-05-29 13F-HR/A PTC / PTC Ramiah Investment Group 8,656 8,081 -6.64
2026-05-29 13F-HR/A INTU / Intuit Ramiah Investment Group 1,597 1,258 -21.23
2026-05-29 13F-HR/A PAYC / Paycom Software Ramiah Investment Group 3,025 2,331 -22.94
2026-05-29 13F-HR/A PAYC / Paycom Software Ramiah Investment Group 1,949 2,015 3.39