Position in PD
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$12,554
+$4,717 QoQ
Shares Held
1,301
+3.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#207
of 255 holders
Holding Since
Dec 2020
11 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, 2026MassMutual Private Wealth & Trust, FSB holds $43,481,992 across 86 Software - Application names. PD ranks #46 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROP |
Roper Technologies Inc
|
31,745 | $10,742,190 | |
| 2 | NOW |
ServiceNow, Inc.
|
83,017 | $8,241,927 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
15,784 | $5,924,050 | |
| 4 | CRM |
Salesforce, Inc.
|
36,222 | $5,674,538 | |
| 5 | PAYX |
Paychex Inc
|
43,520 | $4,279,321 | |
| 6 | ADBE |
Adobe Inc.
|
17,160 | $3,518,143 | |
| 7 | UBER |
Uber Technologies, Inc
|
24,271 | $1,751,395 | |
| 8 | ADP |
Automatic Data Processing Inc
|
2,883 | $645,647 |
All Filings in PD
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,554 | 1,301 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $7,837 | 1,262 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $812 | 62 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $363 | 22 | Shares | Sole | 2025-10-22 | |
| 2023-09-30 | $1,326 | 59 | Shares | Sole | 2023-10-04 | |
| 2022-03-31 | $3,179 | 93 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $3,892 | 112 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $11,059 | 267 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $11,368 | 267 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $10,741 | 267 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $11,133 | 267 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||