Position in PD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$86,799
+$54,906 QoQ
Shares Held
8,995
+75.1% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#182
of 255 holders
Holding Since
Jun 2024
9 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, 2026EverSource Wealth Advisors, LLC holds $22,305,044 across 136 Software - Application names. PD ranks #37 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSTR |
Strategy Inc
|
43,674 | $3,796,577 | |
| 2 | SSNC |
SS&C Technologies Holdings Inc
|
47,035 | $2,918,518 | |
| 3 | CRM |
Salesforce, Inc.
|
6,808 | $1,066,536 | |
| 4 | SNOW |
Snowflake Inc.
|
3,819 | $971,933 | |
| 5 | NOW |
ServiceNow, Inc.
|
8,806 | $874,254 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
2,255 | $846,341 | |
| 7 | ADP |
Automatic Data Processing Inc
|
3,764 | $842,942 | |
| 8 | UBER |
Uber Technologies, Inc
|
11,176 | $806,454 |
All Filings in PD
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $86,799 | 8,995 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $31,893 | 5,136 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $12,965 | 989 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $26,514 | 1,605 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $6,967 | 456 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,069 | 168 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,424 | 78 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $408 | 22 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $504 | 22 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||