Envestnet Portfolio Solutions, Inc.
Position in PCOR — Procore Technologies, Inc.
CIK 1998033
BERWYN, PA
Position in PCOR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$317,120
-$127,594 QoQ
Shares Held
7,807
+0.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#256
of 397 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PCOR Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Envestnet Portfolio Solutions, Inc. holds $58,119,004 across 34 Software - Application names. PCOR ranks #25 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
115,565 | $8,339,170 | |
| 2 | CRM |
Salesforce, Inc.
|
43,398 | $6,798,730 | |
| 3 | PAYX |
Paychex Inc
|
58,503 | $5,752,599 | |
| 4 | NOW |
ServiceNow, Inc.
|
52,800 | $5,241,984 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
11,780 | $4,421,269 | |
| 6 | ADP |
Automatic Data Processing Inc
|
16,813 | $3,765,271 | |
| 7 | SHOP |
Shopify Inc.
|
29,858 | $3,409,186 | |
| 8 | FICO |
Fair Isaac Corp
|
1,592 | $1,902,089 |
All Filings in PCOR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $317,120 | 7,807 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $444,714 | 7,802 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $690,084 | 9,487 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $606,986 | 8,324 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $303,374 | 4,434 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $375,125 | 5,682 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $598,765 | 7,991 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $246,880 | 4,000 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $308,275 | 4,649 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $399,757 | 4,865 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $241,785 | 3,493 | Shares | Sole | 2024-02-07 | |
| No filing history on record for this holder in this stock. | ||||||