Position in PD
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$757,698
+$463,928 QoQ
Shares Held
78,518
+66.0% QoQ
Ownership
0.102%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#88
of 255 holders
Holding Since
Mar 2026
2 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, 2026Abacus Wealth Partners, LLC holds $3,293,317 across 9 Software - Application names. PD ranks #1 (23.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PD |
PagerDuty, Inc.
This page
|
78,518 | $757,698 | |
| 2 | ADP |
Automatic Data Processing Inc
|
3,345 | $749,112 | |
| 3 | CRM |
Salesforce, Inc.
|
2,846 | $445,854 | |
| 4 | NOW |
ServiceNow, Inc.
|
4,248 | $421,741 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
1,027 | $385,453 | |
| 6 | SAP |
Sap SE
|
1,487 | $229,161 | |
| 7 | HUBS |
Hubspot Inc
|
1,150 | $209,886 | |
| 8 | RBBN |
Ribbon Communications Inc.
|
26,091 | $61,052 |
All Filings in PD
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $757,698 | 78,518 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $293,770 | 47,306 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||