Position in PDFS
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,030,898
+$453,846 QoQ
Shares Held
62,088
+12.3% QoQ
Ownership
0.156%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in PDFS Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Dana Investment Advisors, Inc. holds $130,593,414 across 17 Software - Application names. PDFS ranks #10 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
357,858 | $37,414,053 | |
| 2 | UBER |
Uber Technologies, Inc
|
339,898 | $24,448,863 | |
| 3 | SNOW |
Snowflake Inc.
|
106,388 | $16,045,438 | |
| 4 | DDOG |
Datadog, Inc.
|
97,388 | $11,496,653 | |
| 5 | SHOP |
Shopify Inc.
|
94,521 | $11,212,081 | |
| 6 | ADBE |
Adobe Inc.
|
29,653 | $7,208,051 | |
| 7 | ZM |
Zoom Communications, Inc.
|
68,114 | $5,475,684 | |
| 8 | DOCU |
Docusign, Inc.
|
92,348 | $4,378,218 |
All Filings in PDFS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,030,898 | 62,088 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,577,052 | 55,277 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,204,898 | 85,395 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,270,185 | 59,410 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,271,120 | 66,516 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,519,269 | 56,103 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,726,655 | 54,503 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,988,676 | 54,664 | Shares | Sole | 2024-08-27 | |
| 2024-03-31 | $1,824,004 | 54,173 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,624,452 | 50,543 | Shares | Sole | 2024-02-07 | |
| No filing history on record for this holder in this stock. | ||||||