Position in PDFS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$27,576,525
+$16,396,905 QoQ
Shares Held
389,554
+14.0% QoQ
Ownership
0.923%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#28
of 283 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026MORGAN STANLEY holds $33,097,746,995 across 180 Software - Application names. PDFS ranks #72 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
72,847,766 | $5,256,694,785 | |
| 2 | CRM |
Salesforce, Inc.
|
23,311,316 | $3,651,950,754 | |
| 3 | SHOP |
Shopify Inc.
|
25,517,034 | $2,913,534,933 | |
| 4 | NOW |
ServiceNow, Inc.
|
26,630,984 | $2,643,924,082 | |
| 5 | ADP |
Automatic Data Processing Inc
|
8,361,515 | $1,872,561,274 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
3,585,961 | $1,345,882,872 | |
| 7 | INTU |
Intuit Inc.
|
4,935,654 | $1,288,205,694 | |
| 8 | DDOG |
Datadog, Inc.
|
4,643,376 | $1,208,949,367 |
All Filings in PDFS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,576,525 | 389,554 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $11,179,620 | 341,780 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $11,389,800 | 399,222 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $9,224,682 | 357,269 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $12,137,443 | 567,701 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $8,641,023 | 452,173 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $11,763,982 | 434,416 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $13,998,660 | 441,877 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $17,009,428 | 467,549 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $22,076,606 | 655,676 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $29,779,731 | 926,563 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $17,150,906 | 529,349 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $23,044,519 | 510,965 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $21,041,379 | 496,259 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $11,327,312 | 397,171 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $10,770,726 | 439,084 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $9,073,904 | 421,846 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $7,909,587 | 283,803 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $9,167,215 | 288,368 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $5,199,618 | 225,678 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $6,898,453 | 379,453 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $4,976,336 | 279,884 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $2,083,362 | 96,452 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $1,450,511 | 77,526 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,874,864 | 95,852 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $832,822 | 71,060 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||