Position in PD
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$27,618
+$17,086 QoQ
Shares Held
2,862
+68.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#196
of 255 holders
Holding Since
Jun 2020
24 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, 2026IFP Advisors, Inc holds $54,220,149 across 123 Software - Application names. PD ranks #52 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
143,821 | $10,378,123 | |
| 2 | NOW |
ServiceNow, Inc.
|
78,294 | $7,773,028 | |
| 3 | CRM |
Salesforce, Inc.
|
34,622 | $5,423,882 | |
| 4 | SNOW |
Snowflake Inc.
|
19,978 | $5,084,401 | |
| 5 | ADBE |
Adobe Inc.
|
23,740 | $4,867,174 | |
| 6 | RNG |
RingCentral, Inc.
|
99,068 | $3,861,670 | |
| 7 | DDOG |
Datadog, Inc.
|
11,802 | $3,072,768 | |
| 8 | ADP |
Automatic Data Processing Inc
|
8,843 | $1,980,389 |
All Filings in PD
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,618 | 2,862 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $10,532 | 1,696 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,018 | 154 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,039 | 184 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $550 | 36 | Shares | Sole | 2025-07-24 | |
| 2024-12-31 | $1,022 | 56 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,001 | 54 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $1,238 | 54 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,224 | 54 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $1,250 | 54 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $1,214 | 54 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $1,888 | 84 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,888 | 54 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $232 | 6,054 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $145,986 | 6,328 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $156,807 | 6,328 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $10,496 | 307 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $10,668 | 307 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $12,715 | 307 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $13,072 | 307 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $6,195 | 154 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $8,715 | 209 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $76,504 | 2,822 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $1,545 | 54 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||