Position in PD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$714
-$2,558 QoQ
Shares Held
74
-86.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#236
of 255 holders
Holding Since
Dec 2021
17 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, 2026Bell Investment Advisors, Inc holds $1,017,993 across 72 Software - Application names. PD ranks #66 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
942 | $245,862 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
273 | $102,462 | |
| 3 | ADP |
Automatic Data Processing Inc
|
250 | $55,987 | |
| 4 | UBER |
Uber Technologies, Inc
|
718 | $51,810 | |
| 5 | PDFS |
Pdf Solutions Inc
|
699 | $49,482 | |
| 6 | CRM |
Salesforce, Inc.
|
310 | $48,564 | |
| 7 | ADBE |
Adobe Inc.
|
213 | $43,669 | |
| 8 | DDOG |
Datadog, Inc.
|
91 | $23,692 |
All Filings in PD
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $714 | 74 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,272 | 527 | Shares | Sole | 2026-04-17 | |
| 2025-09-30 | $6,674 | 404 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $6,631 | 434 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $931 | 51 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $1,716 | 94 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $426 | 23 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,100 | 48 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,134 | 50 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,157 | 50 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,012 | 45 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $562 | 25 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $874 | 25 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,301 | 49 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $507 | 22 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,040 | 42 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $1,702 | 49 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||