Position in PDFS
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$2,805,732
+$526,957 QoQ
Shares Held
85,776
+7.4% QoQ
Ownership
0.215%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 47%
Shared 0%
None 53%
Common Shares in PDFS Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026BANK OF AMERICA CORP /DE/ holds $14,861,284,352 across 144 Software - Application names. PDFS ranks #97 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
11,724,790 | $2,188,666,545 | |
| 2 | SHOP |
Shopify Inc.
|
11,183,985 | $1,326,644,294 | |
| 3 | UBER |
Uber Technologies, Inc
|
16,333,900 | $1,174,897,422 | |
| 4 | ADP |
Automatic Data Processing Inc
|
5,258,842 | $1,068,491,513 | |
| 5 | INTU |
Intuit Inc.
|
1,768,998 | $764,879,352 | |
| 6 | NOW |
ServiceNow, Inc.
|
7,081,771 | $740,399,154 | |
| 7 | ADBE |
Adobe Inc.
|
2,594,715 | $630,723,319 | |
| 8 | ADSK |
Autodesk, Inc.
|
2,530,850 | $605,885,487 |
All Filings in PDFS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,805,732 | 85,776 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $2,278,775 | 79,873 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,968,952 | 76,257 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $2,211,609 | 103,443 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,311,116 | 68,609 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $2,460,244 | 90,851 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,910,397 | 60,303 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,031,045 | 28,341 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $507,607 | 15,076 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,096,616 | 34,120 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $743,806 | 22,957 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $609,390 | 13,512 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $907,019 | 21,392 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $718,618 | 25,197 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $383,353 | 15,628 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $374,617 | 17,416 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $863,857 | 30,996 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,569,343 | 49,366 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $966,504 | 41,949 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $727,599 | 40,022 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $938,410 | 52,779 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $444,052 | 20,558 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $237,336 | 12,685 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $389,302 | 19,903 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $259,960 | 22,181 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||