Position in PD
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$106,557
-$471,974 QoQ
Shares Held
17,159
-61.1% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 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, 2026ENVESTNET ASSET MANAGEMENT INC holds $3,084,779,072 across 80 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
5,606,516 | $404,566,194 | |
| 2 | ADP |
Automatic Data Processing Inc
|
1,271,429 | $284,736,524 | |
| 3 | PAYX |
Paychex Inc
|
2,764,004 | $271,784,513 | |
| 4 | NOW |
ServiceNow, Inc.
|
2,135,278 | $211,990,399 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
561,882 | $210,885,552 | |
| 6 | SHOP |
Shopify Inc.
|
1,827,570 | $208,671,942 | |
| 7 | SNOW |
Snowflake Inc.
|
737,847 | $187,782,061 | |
| 8 | CRM |
Salesforce, Inc.
|
1,001,763 | $156,936,191 |
All Filings in PD
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $106,557 | 17,159 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $578,531 | 44,129 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,057,544 | 64,016 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $938,711 | 61,434 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $2,896,544 | 158,541 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,442,530 | 133,764 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,681,031 | 144,530 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $2,826,053 | 123,247 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,782,949 | 122,705 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,793,880 | 120,686 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,644,779 | 117,598 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,728,869 | 76,907 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,711,404 | 77,513 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,670,969 | 62,913 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,350,402 | 58,535 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,389,612 | 56,078 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,765,503 | 51,638 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,551,969 | 44,661 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,817,965 | 43,891 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $1,374,141 | 32,272 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,221,865 | 30,372 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $716,030 | 17,171 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $272,021 | 10,034 | Shares | Sole | 2020-10-09 | |
| No filing history on record for this holder in this stock. | ||||||