Position in PD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$283,092
+$94,333 QoQ
Shares Held
29,336
-3.5% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#124
of 255 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PD Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026LPL Financial LLC holds $1,954,315,123 across 106 Software - Application names. PD ranks #88 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
2,087,834 | $207,280,159 | |
| 2 | UBER |
Uber Technologies, Inc
|
2,717,170 | $196,070,987 | |
| 3 | CRM |
Salesforce, Inc.
|
1,227,518 | $192,302,969 | |
| 4 | SHOP |
Shopify Inc.
|
1,658,508 | $189,368,443 | |
| 5 | ADP |
Automatic Data Processing Inc
|
810,178 | $181,439,363 | |
| 6 | PAYX |
Paychex Inc
|
1,503,466 | $147,835,811 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
344,314 | $129,227,930 | |
| 8 | SNOW |
Snowflake Inc.
|
481,353 | $122,504,338 |
All Filings in PD
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $283,092 | 29,336 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $188,759 | 30,396 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $727,369 | 55,482 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $825,355 | 49,961 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $692,703 | 45,334 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $911,618 | 49,897 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $894,228 | 48,972 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,067,422 | 57,543 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,429,708 | 62,351 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,398,108 | 61,645 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,263,156 | 54,564 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,229,618 | 54,674 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,242,739 | 55,282 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,983,855 | 56,714 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,328,743 | 50,028 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,313,905 | 56,953 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,460,384 | 58,934 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,055,126 | 60,109 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,204,713 | 63,445 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,434,957 | 58,787 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,285,609 | 53,678 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,084,037 | 26,946 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $918,901 | 22,036 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $236,805 | 8,735 | Shares | Sole | 2020-11-09 | |
| No filing history on record for this holder in this stock. | ||||||