Computer Processing and Data Preparation and Processing 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)
2026-04-24 13F-HR UPWK / Upwork Yousif Capital Management, Llc 35,337 34,974 -1.03
2026-04-24 13F-HR ADP / Automatic Data Processing FRG Family Wealth Advisors LLC 24,544 22,373 -8.85
2026-04-24 13F-HR ADP / Automatic Data Processing United Community Bank 5,136 4,907 -4.46
2026-04-24 13F-HR UPWK / Upwork Medallion Wealth Advisors, LLC 99 99 0.00
2026-04-24 13F-HR STNE / StoneCo Ninety One UK Ltd 4,192,190 0 -100.00
2026-04-24 13F-HR ADP / Automatic Data Processing Swmg, Llc 2,804 1,827 -34.84
2026-04-24 13F-HR ADP / Automatic Data Processing Zwj Investment Counsel Inc 8,332 8,482 1.80
2026-04-24 13F-HR ADP / Automatic Data Processing Medallion Wealth Advisors, LLC 353 353 0.00
2026-04-24 13F-HR ADP / Automatic Data Processing Sumitomo Mitsui DS Asset Management Company, Ltd 58,812 52,114 -11.39
2026-04-24 13F-HR ADP / Automatic Data Processing Mitchell Mcleod Pugh & Williams Inc 9,549 9,469 -0.84
2026-04-24 13F-HR ADP / Automatic Data Processing IFM Investors Pty Ltd 77,778 80,580 3.60
2026-04-24 13F-HR ADP / Automatic Data Processing Bayban 468 2,868 512.82
2026-04-24 13F-HR ATHM / Autohome Inc. - Depositary Receipt Sumitomo Mitsui DS Asset Management Company, Ltd 9,973 0 -100.00
2026-04-24 13F-HR ADP / Automatic Data Processing Charter Oak Capital Management, LLC 990 0 -100.00
2026-04-24 13F-HR UPWK / Upwork Medallion Wealth Advisors, LLC 99 99 0.00
2026-04-24 13F-HR ADP / Automatic Data Processing Yousif Capital Management, Llc 74,418 74,378 -0.05
2026-04-24 13F-HR ADP / Automatic Data Processing Oakworth Capital, Inc. 5,025 5,025 0.00
2026-04-24 13F-HR UPWK / Upwork Medallion Wealth Advisors, LLC 99 99 0.00
2026-04-24 13F-HR ADP / Automatic Data Processing Medallion Wealth Advisors, LLC 353
2026-04-24 13F-HR DXC / DXC Technology SummerHaven Investment Management, LLC 56,323 47,616 -15.46
2026-04-24 13F-HR ADP / Automatic Data Processing Ninety One SA (PTY) Ltd 1,537 9,203 498.76
2026-04-24 13F-HR DXC / DXC Technology Key FInancial Inc 659 359 -45.52
2026-04-24 13F-HR ADP / Automatic Data Processing Medallion Wealth Advisors, LLC 353 353 0.00
2026-04-24 13F-HR STNE / StoneCo IFM Investors Pty Ltd 14,657 14,657 0.00
2026-04-24 13F-HR QBTS / D-Wave Quantum Key FInancial Inc 300 300 0.00
2026-04-24 13F-HR SKLZ / Skillz Medallion Wealth Advisors, LLC 1 0 -100.00
2026-04-24 13F-HR GLOB / Globant Bayban 43
2026-04-24 13F-HR UPWK / Upwork Medallion Wealth Advisors, LLC 99
2026-04-24 13F-HR SKLZ / Skillz Medallion Wealth Advisors, LLC 1
2026-04-24 13F-HR EVTC / EVERTEC Yousif Capital Management, Llc 17,230 16,996 -1.36
2026-04-24 13F-HR ATHM / Autohome Inc. - Depositary Receipt Raiffeisen Bank International AG 7,900 7,900 0.00
2026-04-24 13F-HR ADP / Automatic Data Processing Medallion Wealth Advisors, LLC 353 353 0.00
2026-04-24 13F-HR SSTK / Shutterstock SummerHaven Investment Management, LLC 42,403 36,411 -14.13
2026-04-24 13F-HR ADP / Automatic Data Processing Medallion Wealth Advisors, LLC 353 353 0.00
2026-04-24 13F-HR ADP / Automatic Data Processing Key FInancial Inc 10,523 10,781 2.45
2026-04-24 13F-HR UPWK / Upwork Medallion Wealth Advisors, LLC 99 99 0.00
2026-04-24 13F-HR ADP / Automatic Data Processing Alexis Investment Partners, LLC 38 0 -100.00
2026-04-24 13F-HR STNE / StoneCo Ninety One North America, Inc. 1,580,941 0 -100.00
2026-04-24 13F-HR ADP / Automatic Data Processing Medallion Wealth Advisors, LLC 353 353 0.00
2026-04-24 13F-HR ADP / Automatic Data Processing Retirement Systems of Alabama 225,077 224,541 -0.24
2026-04-24 13F-HR ADP / Automatic Data Processing Ledyard National Bank 8,906 7,621 -14.43
2026-04-24 13F-HR ADP / Automatic Data Processing Ninety One UK Ltd 2,375,108 2,363,827 -0.47
2026-04-24 13F-HR STNE / StoneCo Sumitomo Mitsui DS Asset Management Company, Ltd 12,706 12,706 0.00
2026-04-24 13F-HR ADP / Automatic Data Processing Raiffeisen Bank International AG 139,841 104,798 -25.06
2026-04-24 13F-HR JIVE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Value ETF Saxony Capital Management, LLC 51,007 64,888 27.21
2026-04-24 13F-HR DXC / DXC Technology Yousif Capital Management, Llc 58,826 58,811 -0.03
2026-04-24 13F-HR UPWK / Upwork Medallion Wealth Advisors, LLC 99 99 0.00
2026-04-24 13F-HR ADP / Automatic Data Processing Goldstone Financial Group, LLC 3,090 3,148 1.88
2026-04-24 13F-HR ADP / Automatic Data Processing Ninety One North America, Inc. 162,873 163,479 0.37
2026-04-24 13F-HR VRSK / Verisk Analytics Sumitomo Mitsui DS Asset Management Company, Ltd 18,232 18,590 1.96
2026-04-24 13F-HR VRSK / Verisk Analytics United Community Bank 18 2 -88.89
2026-04-24 13F-HR WDAY / Workday IFM Investors Pty Ltd 41,720 42,003 0.68
2026-04-24 13F-HR PEGA / Pegasystems Medallion Wealth Advisors, LLC 20 40 100.00
2026-04-24 13F-HR APLD / Applied Digital ProCore Advisors, LLC 9,406 0 -100.00
2026-04-24 13F-HR WDAY / Workday Retirement Systems of Alabama 245,083 340,458 38.92
2026-04-24 13F-HR LIF / Life360 Yousif Capital Management, Llc 20,288
2026-04-24 13F-HR TOST / Toast Medallion Wealth Advisors, LLC 294 294 0.00
2026-04-24 13F-HR PEGA / Pegasystems Medallion Wealth Advisors, LLC 40 40 0.00
2026-04-24 13F-HR TOST / Toast Medallion Wealth Advisors, LLC 294 294 0.00
2026-04-24 13F-HR VRSK / Verisk Analytics IFM Investors Pty Ltd 29,040 30,174 3.90
2026-04-24 13F-HR RNG / RingCentral Yousif Capital Management, Llc 0 20,523
2026-04-24 13F-HR PEGA / Pegasystems Medallion Wealth Advisors, LLC 20
2026-04-24 13F-HR CARG / CarGurus Yousif Capital Management, Llc 22,044 21,654 -1.77
2026-04-24 13F-HR CLVT / Clarivate Sumitomo Mitsui DS Asset Management Company, Ltd 20,163 22,808 13.12
2026-04-24 13F-HR VRSK / Verisk Analytics Retirement Systems of Alabama 29,650 29,597 -0.18
2026-04-24 13F-HR VRSK / Verisk Analytics Raiffeisen Bank International AG 255,194 120,883 -52.63
2026-04-24 13F-HR TOST / Toast Medallion Wealth Advisors, LLC 294 294 0.00
2026-04-24 13F-HR WDAY / Workday Sumitomo Mitsui DS Asset Management Company, Ltd 28,455 29,145 2.42
2026-04-24 13F-HR PEGA / Pegasystems Medallion Wealth Advisors, LLC 40 40 0.00
2026-04-24 13F-HR TOST / Toast Bayban 708 62 -91.24
2026-04-24 13F-HR TOST / Toast Raiffeisen Bank International AG 341 341 0.00
2026-04-24 13F-HR VRSK / Verisk Analytics Bayban 29
2026-04-24 13F-HR TOST / Toast IFM Investors Pty Ltd 85,176 86,899 2.02
2026-04-24 13F-HR WDAY / Workday Raiffeisen Bank International AG 146,781 18,422 -87.45
2026-04-24 13F-HR TOST / Toast Medallion Wealth Advisors, LLC 40 294 635.00
2026-04-24 13F-HR PEGA / Pegasystems IFM Investors Pty Ltd 53
2026-04-24 13F-HR TOST / Toast WHI TRUST Co LLC 56 0 -100.00
2026-04-24 13F-HR VRSK / Verisk Analytics Yousif Capital Management, Llc 15,955 15,013 -5.90
2026-04-24 13F-HR PEGA / Pegasystems Retirement Systems of Alabama 109,996 111,910 1.74
2026-04-24 13F-HR PEGA / Pegasystems Yousif Capital Management, Llc 28,249 26,698 -5.49
2026-04-24 13F-HR LZ / LegalZoom.com Yousif Capital Management, Llc 31,187
2026-04-24 13F-HR WDAY / Workday Yousif Capital Management, Llc 22,046 21,162 -4.01
2026-04-24 13F-HR CSGS / CSG Systems International Severin Investments, LLC 4,593 3,362 -26.80
2026-04-24 13F-HR VRSK / Verisk Analytics Ninety One SA (PTY) Ltd 29,370 30,333 3.28
2026-04-24 13F-HR JOYY / JOYY Inc. - Depositary Receipt Raiffeisen Bank International AG 2,070 2,070 0.00
2026-04-24 13F-HR WDAY / Workday Acorn Financial Advisory Services Inc /adv 1,256 0 -100.00
2026-04-24 13F-HR WDAY / Workday Oakworth Capital, Inc. 145 145 0.00
2026-04-24 13F-HR CSGS / CSG Systems International Yousif Capital Management, Llc 7,410 7,275 -1.82
2026-04-24 13F-HR CARS / Cars.com Yousif Capital Management, Llc 15,152 0 -100.00
2026-04-24 13F-HR WDAY / Workday Bayban 19 19 0.00
2026-04-24 13F-HR PEGA / Pegasystems Medallion Wealth Advisors, LLC 40 40 0.00
2026-04-24 13F-HR PEGA / Pegasystems Medallion Wealth Advisors, LLC 20 20 0.00
2026-04-24 13F-HR WDAY / Workday Key FInancial Inc 4 4 0.00
2026-04-24 13F-HR TOST / Toast Sumitomo Mitsui DS Asset Management Company, Ltd 49,993 50,032 0.08
2026-04-24 13F-HR RAMP / LiveRamp Holdings Yousif Capital Management, Llc 17,118 16,894 -1.31
2026-04-24 13F-HR VRSK / Verisk Analytics Key FInancial Inc 378 376 -0.53
2026-04-24 13F-HR APLD / Applied Digital Redwood Wealth Management Group, LLC 23,823 0 -100.00
2026-04-24 13F-HR TOST / Toast Medallion Wealth Advisors, LLC 40
2026-04-24 13F-HR TOST / Toast Medallion Wealth Advisors, LLC 294 294 0.00
2026-04-24 13F-HR TOST / Toast Yousif Capital Management, Llc 6,134 0 -100.00
2026-04-23 13F-HR RNG / RingCentral SJS Investment Consulting Inc. 175 1,222 598.29
2026-04-23 13F-HR PHUN / Phunware CWM Advisors, LLC 3 3 0.00
2026-04-23 13F-HR/A VRSK / Verisk Analytics XXEC, Inc. 19,894 124,617 526.40
2026-04-23 13F-HR OOMA / Ooma Private Wealth Management Group, LLC 398 398 0.00
2026-04-23 13F-HR WDAY / Workday Chicago Capital, LLC 162,584 9,260 -94.30
2026-04-23 13F-HR PEGA / Pegasystems Marquette Asset Management, LLC 0 34
2026-04-23 13F-HR EGHT / 8x8 SJS Investment Consulting Inc. 80 193 141.25
2026-04-23 13F-HR OOMA / Ooma Perkins Capital Management Inc 182,250 181,250 -0.55
2026-04-23 13F-HR RAMP / LiveRamp Holdings SJS Investment Consulting Inc. 12 22 83.33
2026-04-23 13F-HR TOST / Toast North Star Investment Management Corp. 215 388 80.47
2026-04-23 13F-HR PEGA / Pegasystems Farmers & Merchants Investments Inc 78 78 0.00
2026-04-23 13F-HR CSGS / CSG Systems International Private Wealth Management Group, LLC 37 37 0.00
2026-04-23 13F-HR INOD / Innodata Marquette Asset Management, LLC 9 0 -100.00
2026-04-23 13F-HR WDAY / Workday American National Bank 702 702 0.00
2026-04-23 13F-HR OOMA / Ooma Marquette Asset Management, LLC 0 139
2026-04-23 13F-HR PEGA / Pegasystems CWM Advisors, LLC 0 0
2026-04-23 13F-HR RAMP / LiveRamp Holdings Private Wealth Management Group, LLC 83 40 -51.81
2026-04-23 13F-HR OOMA / Ooma North Star Investment Management Corp. 60,000
2026-04-23 13F-HR PEGA / Pegasystems Impact Partnership Wealth, LLC 8,360 13,627 63.00
2026-04-23 13F-HR CARS / Cars.com SJS Investment Consulting Inc. 11 11 0.00
2026-04-23 13F-HR CARS / Cars.com Peregrine Capital Management Llc 305,868 279,028 -8.78
2026-04-23 13F-HR TOST / Toast Oppenheimer Asset Management Inc. 120,417 94,991 -21.11
2026-04-23 13F-HR APLD / Applied Digital Chelsea Counsel Co 48,575 48,575 0.00
2026-04-23 13F-HR VRSK / Verisk Analytics Private Wealth Management Group, LLC 41 4 -90.24
2026-04-23 13F-HR CARS / Cars.com Farmers & Merchants Investments Inc 38 0 -100.00
2026-04-23 13F-HR TOST / Toast Element Squared LLC 29,895 0 -100.00
2026-04-23 13F-HR RNG / RingCentral Harbor Investment Advisory, Llc 300 300 0.00
2026-04-23 13F-HR VRSK / Verisk Analytics Oppenheimer & Co Inc 1,021 34,980 3,326.05
2026-04-23 13F-HR WDAY / Workday Analyst IMS Investment Management Services Ltd. 4,048 2,600 -35.77
2026-04-23 13F-HR FA / First Advantage Ask Capital Management, Llc 15,651 15,651 0.00
2026-04-23 13F-HR APLD / Applied Digital Marquette Asset Management, LLC 134 77 -42.54
2026-04-23 13F-HR TASK / TaskUs CWM Advisors, LLC 39,990 77,208 93.07
2026-04-23 13F-HR LZ / LegalZoom.com Farmers & Merchants Investments Inc 50
2026-04-23 13F-HR WDAY / Workday SJS Investment Consulting Inc. 64 7 -89.06
2026-04-23 13F-HR CARS / Cars.com CWM Advisors, LLC 38,273 0 -100.00
2026-04-23 13F-HR LZ / LegalZoom.com Accurate Wealth Management, LLC 61,376 78,541 27.97
2026-04-23 13F-HR FA / First Advantage Oppenheimer Asset Management Inc. 18,517 18,871 1.91
2026-04-23 13F-HR LZ / LegalZoom.com Hillman Co 917,319 917,319 0.00
2026-04-23 13F-HR TASK / TaskUs SJS Investment Consulting Inc. 11
2026-04-23 13F-HR VRSK / Verisk Analytics iA Global Asset Management Inc. 33,164 30,143 -9.11
2026-04-23 13F-HR FA / First Advantage SJS Investment Consulting Inc. 0 6
2026-04-23 13F-HR VRSK / Verisk Analytics TFC Financial Management 382 312 -18.32
2026-04-23 13F-HR VRSK / Verisk Analytics Farmers & Merchants Investments Inc 101 99 -1.98
2026-04-23 13F-HR CSGS / CSG Systems International Klein Pavlis & Peasley Financial, Inc. 4,095 0 -100.00
2026-04-23 13F-HR VRSK / Verisk Analytics Cross Staff Investments Inc 1,200 1,200 0.00
2026-04-23 13F-HR CSGS / CSG Systems International Farmers & Merchants Investments Inc 272 272 0.00
2026-04-23 13F-HR OOMA / Ooma SJS Investment Consulting Inc. 1 7 600.00
2026-04-23 13F-HR VRSK / Verisk Analytics Chicago Capital, LLC 1,895 1,895 0.00
2026-04-23 13F-HR RAMP / LiveRamp Holdings Marquette Asset Management, LLC 38 56 47.37
2026-04-23 13F-HR CLVT / Clarivate Private Wealth Management Group, LLC 0 288
2026-04-23 13F-HR TOST / Toast Lansforsakringar Fondforvaltning AB (publ) 135,962 137,290 0.98
2026-04-23 13F-HR CLVT / Clarivate Forum Financial Management, LP 18,259 0 -100.00
2026-04-23 13F-HR RAMP / LiveRamp Holdings Farmers & Merchants Investments Inc 40 40 0.00
2026-04-23 13F-HR EGHT / 8x8 Marquette Asset Management, LLC 269 0 -100.00
2026-04-23 13F-HR WDAY / Workday Marquette Asset Management, LLC 76 110 44.74
2026-04-23 13F-HR EGHT / 8x8 Mayflower Financial Advisors, LLC 389,123 389,659 0.14
2026-04-23 13F-HR PEGA / Pegasystems waypoint wealth counsel 3,385 0 -100.00
2026-04-23 13F-HR PEGA / Pegasystems North Star Investment Management Corp. 9 105 1,066.67
2026-04-23 13F-HR INOD / Innodata Oppenheimer & Co Inc 17,032 19,451 14.20
2026-04-23 13F-HR CLVT / Clarivate SJS Investment Consulting Inc. 58 0 -100.00
2026-04-23 13F-HR INOD / Innodata SJS Investment Consulting Inc. 2
2026-04-23 13F-HR CLVT / Clarivate Oppenheimer & Co Inc 113,000 39,500 -65.04
2026-04-23 13F-HR PEGA / Pegasystems Private Wealth Management Group, LLC 72 72 0.00
2026-04-23 13F-HR WDAY / Workday Harbor Investment Advisory, Llc 931 475 -48.98
2026-04-23 13F-HR PEGA / Pegasystems SJS Investment Consulting Inc. 12 71 491.67
2026-04-23 13F-HR WDAY / Workday Rexford Capital Inc 840
2026-04-23 13F-HR WDAY / Workday PayPay Securities Corp 4 6 50.00
2026-04-23 13F-HR IBEX / IBEX SJS Investment Consulting Inc. 8 6 -25.00
2026-04-23 13F-HR CLVT / Clarivate Iridian Asset Management Llc/ct 1,528,410 1,787,943 16.98
2026-04-23 13F-HR WDAY / Workday Spinnaker Trust 1,128 0 -100.00
2026-04-23 13F-HR VRSK / Verisk Analytics Oppenheimer Asset Management Inc. 90,522 101,328 11.94
2026-04-23 13F-HR VRSK / Verisk Analytics Harbor Investment Advisory, Llc 686 540 -21.28
2026-04-23 13F-HR CARG / CarGurus Private Wealth Management Group, LLC 444 444 0.00
2026-04-23 13F-HR CARG / CarGurus Farmers & Merchants Investments Inc 52 52 0.00
2026-04-23 13F-HR VRSK / Verisk Analytics McElhenny Sheffield Capital Management, LLC 1,310 0 -100.00
2026-04-23 13F-HR CARG / CarGurus SJS Investment Consulting Inc. 10 16 60.00
2026-04-23 13F-HR IBEX / IBEX North Star Investment Management Corp. 20,000
2026-04-23 13F-HR SY / So-Young International Inc. - Depositary Receipt Ewa, Llc 13,403 13,403 0.00
2026-04-23 13F-HR CSGS / CSG Systems International CBOE Vest Financial, LLC 47,482 26,925 -43.29
2026-04-23 13F-HR LIF / Life360 Farmers & Merchants Investments Inc 20
2026-04-23 13F-HR LIF / Life360 Marquette Asset Management, LLC 36 55 52.78
2026-04-23 13F-HR LIF / Life360 Private Wealth Management Group, LLC 44
2026-04-23 13F-HR APLD / Applied Digital McMillan Office, Inc. 1,000 1,000 0.00
2026-04-23 13F-HR WDAY / Workday TFC Financial Management 0 8
2026-04-23 13F-HR APLD / Applied Digital Farmers & Merchants Trust Co of Chambersburg PA 400 400 0.00
2026-04-23 13F-HR NRDS / NerdWallet SJS Investment Consulting Inc. 12
2026-04-23 13F-HR TOST / Toast Marquette Asset Management, LLC 31 215 593.55
2026-04-23 13F-HR TOST / Toast American National Bank 100 100 0.00
2026-04-23 13F-HR/A ULY / Urgent.ly Sarver Vrooman Wealth Advisors 1 1 0.00
2026-04-23 13F-HR APLD / Applied Digital TFC Financial Management 22 22 0.00
2026-04-23 13F-HR WDAY / Workday Forum Financial Management, LP 2,065 0 -100.00
2026-04-23 13F-HR INOD / Innodata Dupree Financial Group, LLC 17,400 17,376 -0.14
2026-04-23 13F-HR APLD / Applied Digital Dupree Financial Group, LLC 51,400 51,359 -0.08
2026-04-23 13F-HR NRDS / NerdWallet Marquette Asset Management, LLC 92 0 -100.00
2026-04-23 13F-HR CARG / CarGurus Marquette Asset Management, LLC 336 353 5.06
2026-04-23 13F-HR TOST / Toast Klein Pavlis & Peasley Financial, Inc. 48,990 67,806 38.41
2026-04-23 13F-HR TOST / Toast Chicago Capital, LLC 24,194 27,161 12.26
2026-04-23 13F-HR VRSK / Verisk Analytics XXEC, Inc. 124,617
2026-04-23 13F-HR TOST / Toast SJS Investment Consulting Inc. 373 311 -16.62
2026-04-23 13F-HR TOST / Toast Private Wealth Management Group, LLC 251
2026-04-23 13F-HR INOD / Innodata Global Trust Asset Management, LLC 2 0 -100.00
2026-04-23 13F-HR WDAY / Workday North Star Investment Management Corp. 569 350 -38.49
2026-04-23 13F-HR WDAY / Workday Oppenheimer & Co Inc 15,742 14,638 -7.01
2026-04-23 13F-HR TOST / Toast Kampmann Melissa S. 50,410 49,810 -1.19
2026-04-23 13F-HR APLD / Applied Digital SJS Investment Consulting Inc. 3,365 4,482 33.19
2026-04-23 13F-HR APLD / Applied Digital North Star Investment Management Corp. 40 0 -100.00
2026-04-23 13F-HR CSGS / CSG Systems International North Star Investment Management Corp. 179 179 0.00
2026-04-23 13F-HR WDAY / Workday Farmers & Merchants Investments Inc 142 142 0.00
2026-04-23 13F-HR WDAY / Workday Oppenheimer Asset Management Inc. 13,100 11,158 -14.82
2026-04-23 13F-HR WDAY / Workday Peregrine Capital Management Llc 172,060 161,381 -6.21
2026-04-23 13F-HR TOST / Toast Kohmann Bosshard Financial Services, LLC 1,261 1,397 10.79
2026-04-23 13F-HR WDAY / Workday Element Squared LLC 1,311 0 -100.00
2026-04-23 13F-HR WDAY / Workday First Pacific Financial 49 49 0.00
2026-04-23 13F-HR TOST / Toast Global Trust Asset Management, LLC 200 200 0.00
2026-04-23 13F-HR WDAY / Workday iA Global Asset Management Inc. 33,477 32,562 -2.73
2026-04-23 13F-HR VRSK / Verisk Analytics SJS Investment Consulting Inc. 37 68 83.78
2026-04-23 13F-HR CARS / Cars.com Marquette Asset Management, LLC 277 66 -76.17
2026-04-23 13F-HR BILI / Bilibili Inc. - Depositary Receipt North Star Investment Management Corp. 115 115 0.00
2026-04-23 13F-HR CLVT / Clarivate Oppenheimer Asset Management Inc. 229,344 306,034 33.44
2026-04-23 13F-HR JOYY / JOYY Inc. - Depositary Receipt Broad Peak Investment Advisers Pte Ltd 159,700 174,000 8.95
2026-04-23 13F-HR YY / JOYY Inc. - Depositary Receipt Oppenheimer Asset Management Inc. 3,408 0 -100.00
2026-04-23 13F-HR CLVT / Clarivate CWM Advisors, LLC 365,331 0 -100.00
2026-04-23 13F-HR JOYY / JOYY Inc. - Depositary Receipt North Star Investment Management Corp. 27 0 -100.00
2026-04-23 13F-HR TOST / Toast iA Global Asset Management Inc. 0 15,212
2026-04-23 13F-HR TOST / Toast Forum Financial Management, LP 9,880 0 -100.00
2026-04-23 13F-HR WDAY / Workday CBOE Vest Financial, LLC 932 0 -100.00
2026-04-23 13F-HR LZ / LegalZoom.com North Star Investment Management Corp. 35,000 35,000 0.00
2026-04-23 13F-HR JOYY / JOYY Inc. - Depositary Receipt CBOE Vest Financial, LLC 8,998 14,746 63.88
2026-04-23 13F-HR LZ / LegalZoom.com SJS Investment Consulting Inc. 111 34 -69.37
2026-04-23 13F-HR PEGA / Pegasystems Oppenheimer Asset Management Inc. 9,639 9,631 -0.08
2026-04-23 13F-HR PEGA / Pegasystems CBOE Vest Financial, LLC 57,527 106,435 85.02
2026-04-23 13F-HR VRSK / Verisk Analytics Accurate Wealth Management, LLC 9,333 6,860 -26.50
2026-04-23 13F-HR WDAY / Workday GraniteShares Advisors LLC 3,862 4,282 10.88
2026-04-23 13F-HR RNG / RingCentral Marquette Asset Management, LLC 90
2026-04-23 13F-HR DTST / Data Storage Marquette Asset Management, LLC 99 0 -100.00
2026-04-23 13F-HR VRSK / Verisk Analytics Lansforsakringar Fondforvaltning AB (publ) 47,763 47,921 0.33
2026-04-23 13F-HR WDAY / Workday Kampmann Melissa S. 12,075 7,745 -35.86
2026-04-23 13F-HR WDAY / Workday Private Wealth Management Group, LLC 32 168 425.00
2026-04-23 13F-HR VRSK / Verisk Analytics North Star Investment Management Corp. 6 6 0.00
2026-04-23 13F-HR TOST / Toast TFC Financial Management 316 1,814 474.05
2026-04-23 13F-HR WDAY / Workday Lansforsakringar Fondforvaltning AB (publ) 69,119 69,996 1.27
2026-04-23 13F-HR TOST / Toast Harbor Investment Advisory, Llc 500 500 0.00
2026-04-23 13F-HR TOST / Toast Mayflower Financial Advisors, LLC 9,450 9,597 1.56
2026-04-23 13F-HR CARG / CarGurus North Star Investment Management Corp. 114
2026-04-23 13F-HR VRSK / Verisk Analytics American National Bank 12 0 -100.00
2026-04-23 13F-HR VRSK / Verisk Analytics CWM Advisors, LLC 14,440 15,686 8.63
2026-04-23 13F-HR PEGA / Pegasystems Forum Financial Management, LP 3,968 0 -100.00
2026-04-23 13F-HR RNG / RingCentral Farmers & Merchants Investments Inc 0 25
2026-04-23 13F-HR GLOB / Globant Oppenheimer & Co Inc 26,917 27,093 0.65
2026-04-23 13F-HR ADP / Automatic Data Processing Asset Planning,Inc 375 375 0.00