Position in PD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$38,773
+$1,607 QoQ
Shares Held
4,018
-32.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#193
of 255 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in PD Over Time
Shares Held
Position Value (USD)
Derivatives in PD
reported options exposure · as of Sep 30, 2023CallValue
$1,191
CallShares
53
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026Covestor Ltd holds $4,664,556 across 105 Software - Application names. PD ranks #39 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BTDR |
Bitdeer Technologies Group
|
44,132 | $700,374 | |
| 2 | DOMO |
Domo, Inc.
|
122,254 | $382,655 | |
| 3 | LYFT |
Lyft, Inc.
|
13,251 | $193,597 | |
| 4 | FRSH |
Freshworks Inc.
|
14,994 | $151,739 | |
| 5 | NOW |
ServiceNow, Inc.
|
1,484 | $147,331 | |
| 6 | ZM |
Zoom Communications, Inc.
|
1,531 | $132,140 | |
| 7 | SNOW |
Snowflake Inc.
|
498 | $126,741 | |
| 8 | PAYX |
Paychex Inc
|
1,135 | $111,604 |
All Filings in PD
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,773 | 4,018 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $37,166 | 5,985 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $367 | 28 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $8,854 | 536 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $11,872 | 777 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $10,468 | 573 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1 | 45 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $8,755 | 472 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $12,749 | 556 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1 | 29 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $138 | 6 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,191 | 53 | Call | Sole | 2023-11-13 | |
| 2023-09-30 | $91,601 | 4,073 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $157 | 7 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $244 | 7 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $185 | 7 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $184 | 8 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $223 | 9 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $410 | 12 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $521 | 15 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||