Position in PDFS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$11,545,321
New position
Shares Held
352,960
first reported quarter
Ownership
0.884%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Software - Application
Technology · as of Mar 31, 2026DF DENT & CO INC holds $581,831,248 across 19 Software - Application names. PDFS ranks #14 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GWRE |
Guidewire Software, Inc.
|
618,275 | $92,469,209 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
288,044 | $80,038,786 | |
| 3 | TYL |
Tyler Technologies Inc
|
169,677 | $58,094,011 | |
| 4 | UBER |
Uber Technologies, Inc
|
755,581 | $54,348,941 | |
| 5 | MANH |
Manhattan Associates Inc
|
388,625 | $51,733,760 | |
| 6 | APPF |
Appfolio Inc
|
320,512 | $50,583,203 | |
| 7 | PCOR |
Procore Technologies, Inc.
|
860,181 | $49,030,317 | |
| 8 | NOW |
ServiceNow, Inc.
|
349,563 | $36,546,811 |
All Filings in PDFS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,545,321 | 352,960 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||