Position in PDFS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,545,425
+$2,500,069 QoQ
Shares Held
64,210
+2.7% QoQ
Ownership
0.152%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#75
of 283 holders
Holding Since
Mar 2024
8 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in PDFS Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026LPL Financial LLC holds $1,953,303,554 across 106 Software - Application names. PDFS ranks #27 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
2,087,834 | $207,280,159 | |
| 2 | UBER |
Uber Technologies, Inc
|
2,717,170 | $196,070,987 | |
| 3 | CRM |
Salesforce, Inc.
|
1,227,518 | $192,302,969 | |
| 4 | SHOP |
Shopify Inc.
|
1,658,508 | $189,368,443 | |
| 5 | ADP |
Automatic Data Processing Inc
|
810,178 | $181,439,363 | |
| 6 | PAYX |
Paychex Inc
|
1,503,466 | $147,835,811 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
344,314 | $129,227,930 | |
| 8 | SNOW |
Snowflake Inc.
|
481,353 | $122,504,338 |
All Filings in PDFS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,545,425 | 64,210 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,045,356 | 62,530 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $296,683 | 10,399 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $249,550 | 9,665 | Shares | Sole | 2025-11-12 | |
| 2024-12-31 | $273,535 | 10,101 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $282,775 | 8,926 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $288,165 | 7,921 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $259,360 | 7,703 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||