Position in PD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,591,844
+$653,353 QoQ
Shares Held
164,958
+9.2% QoQ
Ownership
0.214%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#67
of 255 holders
Holding Since
Dec 2022
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PD Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026ZACKS INVESTMENT MANAGEMENT holds $160,234,845 across 29 Software - Application names. PD ranks #14 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
104,371 | $39,172,523 | |
| 2 | ADP |
Automatic Data Processing Inc
|
142,603 | $31,935,941 | |
| 3 | ZM |
Zoom Communications, Inc.
|
204,122 | $17,617,769 | |
| 4 | UBER |
Uber Technologies, Inc
|
240,263 | $17,337,378 | |
| 5 | NOW |
ServiceNow, Inc.
|
108,216 | $10,743,684 | |
| 6 | CVLT |
Commvault Systems Inc
|
65,835 | $9,330,794 | |
| 7 | TEAM |
Atlassian Corp
|
115,671 | $8,998,047 | |
| 8 | DDOG |
Datadog, Inc.
|
19,548 | $5,089,517 |
All Filings in PD
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,591,844 | 164,958 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $938,491 | 151,126 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,450,201 | 110,618 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,265,878 | 76,627 | Shares | Sole | 2025-11-14 | |
| 2023-12-31 | $981,004 | 42,376 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,124,432 | 49,997 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,099,272 | 48,900 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,642,800 | 46,964 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,022,984 | 38,516 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||