Stock Taper 
HERON BAY CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Vontier Corporation | VNT | 1.93M | $55.83M |
 Consensus Cloud Solutions, Inc. | CCSI | 1.84M | $70.08M |
 Progress Software Corporation | PRGS | 1.01M | $34.01M |
 SS&C Technologies Holdings, Inc. | SSNC | 573.4K | $35.58M |
 The Charles Schwab Corporation | SCHW | 566.27K | $52.25M |
 Trex Company, Inc. | TREX | 460.24K | $23.03M |
 TransUnion | TRU | 389.02K | $28.06M |
 KKR & Co. Inc. | KKR | 382.7K | $35.12M |
 Pinterest, Inc. | PINS | 271.98K | $5.72M |
 TriNet Group, Inc. | TNET | 258.83K | $12.81M |
 Amazon.com, Inc. | AMZN | 251.56K | $59.96M |
 LPL Financial Holdings Inc. | LPLA | 235.26K | $66.27M |
 FactSet Research Systems Inc. | FDS | 196.18K | $45.14M |
 Brown & Brown, Inc. | BRO | 184.32K | $11.82M |
 UiPath Inc. | PATH | 143.14K | $1.56M |
 Alphabet Inc. | GOOGL | 140.09K | $50.06M |
 Corpay, Inc. | CPAY | 124K | $41.33M |
 Zoetis Inc. | ZTS | 118.36K | $8.51M |
 Exelixis, Inc. | EXEL | 114.8K | $6.25M |
 Lam Research Corporation | LRCX | 111.98K | $48.52M |