DIVERSIFY WEALTH MANAGEMENT, LLC
Position in PCOR — Procore Technologies, Inc.
CIK 2030780
SANDY, UT
Position in PCOR
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$463,433
-$214,582 QoQ
Shares Held
11,409
-4.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#233
of 397 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PCOR Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $115,497,164 across 30 Software - Application names. PCOR ranks #19 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
122,737 | $31,236,566 | |
| 2 | NOW |
ServiceNow, Inc.
|
265,190 | $26,328,063 | |
| 3 | UBER |
Uber Technologies, Inc
|
180,048 | $12,992,263 | |
| 4 | ADP |
Automatic Data Processing Inc
|
36,413 | $8,154,691 | |
| 5 | CRM |
Salesforce, Inc.
|
51,047 | $7,997,023 | |
| 6 | INTU |
Intuit Inc.
|
25,350 | $6,616,350 | |
| 7 | SHOP |
Shopify Inc.
|
51,757 | $5,909,614 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
8,085 | $3,034,462 |
All Filings in PCOR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $463,433 | 11,409 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $678,015 | 11,895 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $450,406 | 6,192 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $455,458 | 6,246 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $449,861 | 6,575 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $458,574 | 6,946 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $558,753 | 7,457 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $469,504 | 7,607 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $451,438 | 6,808 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||