Position in PCOR
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$201,096
-$77,352 QoQ
Shares Held
3,528
-7.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in PCOR Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $8,342,433 across 14 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
18,404 | $1,827,149 | |
| 2 | SHOP |
Shopify Inc.
|
9,476 | $1,081,969 | |
| 3 | UBER |
Uber Technologies, Inc
|
12,068 | $870,826 | |
| 4 | INTU |
Intuit Inc.
|
2,405 | $627,705 | |
| 5 | CRM |
Salesforce, Inc.
|
3,886 | $608,780 | |
| 6 | ADBE |
Adobe Inc.
|
2,750 | $563,805 | |
| 7 | YOU |
Clear Secure, Inc.
|
7,904 | $440,489 | |
| 8 | ADSK |
Autodesk, Inc.
|
2,202 | $428,112 |
All Filings in PCOR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $201,096 | 3,528 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $278,448 | 3,828 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $269,366 | 3,694 | Shares | Defined | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||