Position in PD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,917,890
+$2,329,907 QoQ
Shares Held
405,999
+58.8% QoQ
Ownership
0.526%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#38
of 255 holders
Holding Since
Mar 2020
26 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, 2026IEQ CAPITAL, LLC holds $711,692,728 across 79 Software - Application names. PD ranks #29 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
414,553 | $105,503,738 | |
| 2 | DDOG |
Datadog, Inc.
|
250,859 | $65,313,648 | |
| 3 | CRM |
Salesforce, Inc.
|
400,588 | $62,756,115 | |
| 4 | TEAM |
Atlassian Corp
|
621,954 | $48,381,800 | |
| 5 | CHYM |
Chime Financial, Inc.
|
2,291,398 | $46,927,831 | |
| 6 | UPBD |
Upbound Group, Inc.
|
1,770,257 | $37,564,853 | |
| 7 | ZM |
Zoom Communications, Inc.
|
314,566 | $27,150,191 | |
| 8 | WLTH |
Wealthfront Corp
|
2,763,569 | $24,706,306 |
All Filings in PD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,917,890 | 405,999 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,587,983 | 255,714 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,017,100 | 77,582 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,749,065 | 226,941 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,822,170 | 119,252 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $1,274,917 | 69,782 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,210,327 | 66,283 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,945,394 | 104,873 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,404,737 | 104,873 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,378,519 | 104,873 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,446,492 | 105,680 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $2,376,743 | 105,680 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $2,482,421 | 110,428 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $3,901,318 | 111,530 | Shares | Other | 2023-05-02 | |
| 2022-12-31 | $2,932,967 | 110,428 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $2,547,689 | 110,433 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $3,522,972 | 142,170 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $5,157,458 | 150,847 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $5,236,790 | 150,699 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $5,488,149 | 132,500 | Shares | Other | 2021-11-09 | |
| 2021-06-30 | $6,004,546 | 141,018 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $5,669,975 | 140,939 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $8,689,446 | 208,380 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $8,126,656 | 299,766 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,653,749 | 57,783 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $3,140,173 | 181,723 | Shares | Other | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||