Position in PD
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$489,844
+$368,118 QoQ
Shares Held
78,880
+749.5% QoQ
Ownership
0.102%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in PD Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026CWM, LLC holds $322,778,063 across 144 Software - Application names. PD ranks #52 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
235,476 | $35,514,490 | |
| 2 | NOW |
ServiceNow, Inc.
|
265,929 | $27,802,876 | |
| 3 | CRM |
Salesforce, Inc.
|
137,932 | $25,747,766 | |
| 4 | UBER |
Uber Technologies, Inc
|
345,934 | $24,883,032 | |
| 5 | ADBE |
Adobe Inc.
|
88,129 | $21,422,397 | |
| 6 | MSTR |
Strategy Inc
|
162,715 | $20,257,654 | |
| 7 | ZM |
Zoom Communications, Inc.
|
205,948 | $16,556,159 | |
| 8 | INTU |
Intuit Inc.
|
24,481 | $10,585,094 |
All Filings in PD
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $489,844 | 78,880 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $121,726 | 9,285 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $633,674 | 38,358 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $276,354 | 18,086 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $185,202 | 10,137 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $175,697 | 9,622 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $228,313 | 12,308 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $297,677 | 12,982 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $274,745 | 12,114 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $287,754 | 12,430 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $313,510 | 13,940 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $2,371,774 | 105,506 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $3,791,307 | 108,385 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $4,350,687 | 163,806 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $4,428,171 | 191,945 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $4,924,554 | 198,731 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $7,780,310 | 227,561 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $11,591,210 | 333,560 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $8,997,026 | 211,297 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $8,500,478 | 211,297 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $8,811,084 | 211,297 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $5,728,261 | 211,297 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $6,047,320 | 211,297 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $3,651,212 | 211,297 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||