Position in PD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,742,076
-$1,332,290 QoQ
Shares Held
491,407
-49.8% QoQ
Ownership
0.637%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#33
of 255 holders
Holding Since
Mar 2021
9 quarters on record
Voting authority
Sole 95%
Shared 1%
None 4%
Common Shares in PD Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $7,598,280,577 across 116 Software - Application names. PD ranks #84 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
3,820,559 | $598,528,770 | |
| 2 | UBER |
Uber Technologies, Inc
|
7,868,039 | $567,757,692 | |
| 3 | ADP |
Automatic Data Processing Inc
|
2,402,866 | $538,121,838 | |
| 4 | ADBE |
Adobe Inc.
|
1,635,336 | $335,276,584 | |
| 5 | ADSK |
Autodesk, Inc.
|
1,470,330 | $285,861,555 | |
| 6 | PAYX |
Paychex Inc
|
2,706,479 | $266,128,078 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
602,033 | $225,955,023 | |
| 8 | ZM |
Zoom Communications, Inc.
|
2,485,675 | $214,538,608 |
All Filings in PD
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,742,076 | 491,407 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $6,074,366 | 978,159 | Shares | Sole | 2026-05-07 | |
| 2022-09-30 | $471,919 | 20,456 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $506,899 | 20,456 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,731,325 | 109,135 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $3,792,441 | 109,135 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $5,280,180 | 127,479 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $8,474,910 | 199,035 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $3,043,359 | 75,649 | Shares | Defined | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||