Position in PD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,981
+$2,038 QoQ
Shares Held
309
+329.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#223
of 255 holders
Holding Since
Mar 2022
4 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 Jun 30, 2026Global Retirement Partners, LLC holds $40,012,178 across 105 Software - Application names. PD ranks #85 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
79,680 | $7,910,630 | |
| 2 | UBER |
Uber Technologies, Inc
|
78,687 | $5,678,053 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
8,460 | $3,175,207 | |
| 4 | CRM |
Salesforce, Inc.
|
17,943 | $2,810,950 | |
| 5 | PAYX |
Paychex Inc
|
20,401 | $2,006,030 | |
| 6 | SHOP |
Shopify Inc.
|
17,150 | $1,958,187 | |
| 7 | SNOW |
Snowflake Inc.
|
6,600 | $1,679,700 | |
| 8 | DDOG |
Datadog, Inc.
|
6,336 | $1,649,640 |
All Filings in PD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,981 | 309 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $943 | 72 | Shares | Sole | 2026-02-06 | |
| 2022-06-30 | $29,736 | 1,200 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $41,028 | 1,200 | Shares | Sole | 2022-07-14 | |
| No filing history on record for this holder in this stock. | ||||||