OneDigital Investment Advisors LLC
Position in PCOR — Procore Technologies, Inc.
CIK 1690370
OVERLAND PARK, KS
Position in PCOR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$223,491
-$80,661 QoQ
Shares Held
5,502
+3.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#277
of 397 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in PCOR Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $32,638,255 across 22 Software - Application names. PCOR ranks #19 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
100,628 | $9,990,347 | |
| 2 | PAYX |
Paychex Inc
|
48,723 | $4,790,932 | |
| 3 | UBER |
Uber Technologies, Inc
|
35,220 | $2,541,475 | |
| 4 | ADP |
Automatic Data Processing Inc
|
8,264 | $1,850,722 | |
| 5 | SHOP |
Shopify Inc.
|
15,988 | $1,825,509 | |
| 6 | WK |
Workiva Inc
|
35,994 | $1,746,068 | |
| 7 | ADBE |
Adobe Inc.
|
7,421 | $1,521,453 | |
| 8 | CRM |
Salesforce, Inc.
|
8,824 | $1,382,367 |
All Filings in PCOR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $223,491 | 5,502 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $304,152 | 5,336 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $402,252 | 5,530 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $445,614 | 6,111 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $388,420 | 5,677 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $366,477 | 5,551 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $407,469 | 5,438 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $321,746 | 5,213 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $323,393 | 4,877 | Shares | Sole | 2024-08-02 | |
| No filing history on record for this holder in this stock. | ||||||