Position in PDFS
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,273,302
+$200,460 QoQ
Shares Held
38,927
+3.5% QoQ
Ownership
0.098%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in PDFS Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Creative Planning holds $739,642,773 across 109 Software - Application names. PDFS ranks #66 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
384,586 | $71,790,668 | |
| 2 | NOW |
ServiceNow, Inc.
|
529,490 | $55,358,179 | |
| 3 | SHOP |
Shopify Inc.
|
440,326 | $52,231,469 | |
| 4 | INTU |
Intuit Inc.
|
92,850 | $40,146,482 | |
| 5 | ADBE |
Adobe Inc.
|
152,209 | $36,998,963 | |
| 6 | SNOW |
Snowflake Inc.
|
237,364 | $35,799,238 | |
| 7 | UBER |
Uber Technologies, Inc
|
474,134 | $34,104,457 | |
| 8 | BSY |
Bentley Systems Inc
|
882,370 | $30,988,833 |
All Filings in PDFS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,273,302 | 38,927 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,072,842 | 37,604 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,005,997 | 38,962 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $828,132 | 38,734 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $699,215 | 36,589 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $325,447 | 12,018 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $341,383 | 10,776 | Shares | Defined | 2024-10-11 | |
| No filing history on record for this holder in this stock. | ||||||