Distillate Capital Partners LLC

Position in GDDY — GoDaddy Inc.

CIK 1741001 CHICAGO, IL

Position in GDDY

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$17,123,189

+$3,437,165 QoQ

Shares Held

207,127

+87.8% QoQ

Ownership

0.156%

of shares outstanding

% of Portfolio

0.90%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Mar 31, 2026

Distillate Capital Partners LLC holds $109,493,029 across 8 Software - Infrastructure names. GDDY ranks #1 (15.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GDDY	GoDaddy Inc. This page	207,127	$17,123,189
2	FFIV	F5, Inc.	51,608	$14,931,742
3	DOX	Amdocs Ltd	225,832	$14,737,796
4	TOST	Toast, Inc.	538,120	$14,265,561
5	NTNX	Nutanix, Inc.	368,303	$13,999,197
6	CPAY	Corpay, Inc.	42,182	$12,274,540
7	NTAP	NetApp, Inc.	119,631	$12,249,018
8	DBX	Dropbox, Inc.	436,267	$9,911,986

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$17,123,189	207,127	+87.8%	Shares	Sole	2026-05-15
2025-12-31	$13,686,024	110,300	-1.6%	Shares	Sole	2026-02-12
2025-09-30	$15,330,022	112,037	+49.0%	Shares	Sole	2025-11-14
2025-06-30	$13,541,052	75,203	-29.9%	Shares	Sole	2025-08-13
2024-06-30	$14,983,897	107,250	+83689.1%	Shares	Sole	2024-08-14
2024-03-31	$15,191	128	-22.0%	Shares	Sole	2024-05-15
2023-12-31	$17,410	164	0.0%	Shares	Sole	2024-02-14
2023-09-30	$12,214	164	+8.6%	Shares	Sole	2023-11-14
2023-03-31	$11,735	151	-99.8%	Shares	Sole	2023-05-15
2022-09-30	$5,949,029	83,931	+15.0%	Shares	Sole	2022-11-09
2022-06-30	$5,075,862	72,971	+29.5%	Shares	Sole	2022-08-03
2021-12-31	$4,782,030	56,352	+70.3%	Shares	Sole	2022-02-08
2021-06-30	$2,877,245	33,087	+31.9%	Shares	Sole	2021-07-30
2021-03-31	$1,946,709	25,080	+38.7%	Shares	Sole	2021-05-13
2020-12-31	$1,499,736	18,080	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.