Position in PDYN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$120,979
+$7,173 QoQ
Shares Held
19,898
+6.1% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#53
of 118 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PDYN Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $4,131,120,429 across 56 Software - Infrastructure names. PDYN ranks #54 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
6,433,235 | $2,399,725,316 | |
| 2 | PANW |
Palo Alto Networks Inc
|
2,108,508 | $719,043,395 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
1,370,232 | $261,419,708 | |
| 4 | ORCL |
Oracle Corp
|
1,154,283 | $169,160,170 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
955,741 | $111,506,300 | |
| 6 | FTNT |
Fortinet, Inc.
|
703,513 | $108,073,664 | |
| 7 | DOX |
Amdocs Ltd
|
1,359,637 | $68,716,051 | |
| 8 | NET |
Cloudflare, Inc.
|
157,370 | $38,599,712 |
All Filings in PDYN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $120,979 | 19,898 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $113,806 | 18,749 | Shares | Defined | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||