Position in PD
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,086
+$475 QoQ
Shares Held
175
+373.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
3 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 Mar 31, 2026Parkside Financial Bank & Trust holds $7,098,676 across 87 Software - Application names. PD ranks #69 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
5,001 | $1,016,102 | |
| 2 | UBER |
Uber Technologies, Inc
|
8,092 | $582,057 | |
| 3 | ADBE |
Adobe Inc.
|
2,128 | $517,273 | |
| 4 | CRM |
Salesforce, Inc.
|
2,765 | $516,142 | |
| 5 | NOW |
ServiceNow, Inc.
|
4,872 | $509,366 | |
| 6 | INTU |
Intuit Inc.
|
1,084 | $468,699 | |
| 7 | TYL |
Tyler Technologies Inc
|
941 | $322,178 | |
| 8 | PCTY |
Paylocity Holding Corp
|
2,007 | $216,835 |
All Filings in PD
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,086 | 175 | Shares | Sole | 2026-05-13 | |
| 2025-09-30 | $611 | 37 | Shares | Sole | 2025-10-30 | |
| 2025-03-31 | $1,096 | 60 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||