Position in PDFS
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$27,662,616
+$4,811,144 QoQ
Shares Held
845,693
+5.6% QoQ
Ownership
2.12%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 90%
Shared 5%
None 5%
Common Shares in PDFS Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $7,300,322,503 across 119 Software - Application names. PDFS ranks #53 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
3,984,154 | $743,722,025 | |
| 2 | ADP |
Automatic Data Processing Inc
|
2,413,934 | $490,463,108 | |
| 3 | ADBE |
Adobe Inc.
|
1,859,384 | $451,979,060 | |
| 4 | UBER |
Uber Technologies, Inc
|
5,834,231 | $419,656,233 | |
| 5 | INTU |
Intuit Inc.
|
803,267 | $347,316,583 | |
| 6 | ADSK |
Autodesk, Inc.
|
1,391,855 | $333,210,085 | |
| 7 | PAYX |
Paychex Inc
|
2,822,569 | $260,015,053 | |
| 8 | SSNC |
SS&C Technologies Holdings Inc
|
3,115,616 | $210,522,170 |
All Filings in PDFS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,662,616 | 845,693 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $22,851,472 | 800,963 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $20,947,583 | 811,293 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $18,097,099 | 846,450 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $16,323,874 | 854,206 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $24,651,302 | 910,314 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $27,743,410 | 875,739 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $33,383,268 | 917,627 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $30,329,059 | 900,774 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $29,899,198 | 930,280 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $30,198,224 | 932,044 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $41,729,088 | 925,257 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $39,522,861 | 932,143 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $26,529,072 | 930,192 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $22,990,912 | 937,257 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $20,489,520 | 952,558 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $28,677,728 | 1,028,982 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $32,253,021 | 1,014,565 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $23,406,220 | 1,015,895 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $18,749,124 | 1,031,305 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $19,165,097 | 1,077,902 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $25,848,158 | 1,196,674 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $25,518,307 | 1,363,886 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $28,031,925 | 1,433,125 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $17,886,618 | 1,526,162 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||