Position in PERF
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$66,487
-$1,202 QoQ
Shares Held
40,053
0.0% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#9
of 22 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in PERF Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $7,614,331,331 across 117 Software - Application names. PERF ranks #117 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
3,820,559 | $598,528,770 | |
| 2 | UBER |
Uber Technologies, Inc
|
7,868,039 | $567,757,692 | |
| 3 | ADP |
Automatic Data Processing Inc
|
2,402,866 | $538,121,838 | |
| 4 | ADBE |
Adobe Inc.
|
1,635,336 | $335,276,584 | |
| 5 | ADSK |
Autodesk, Inc.
|
1,470,330 | $285,861,555 | |
| 6 | PAYX |
Paychex Inc
|
2,706,479 | $266,128,078 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
602,033 | $225,955,023 | |
| 8 | ZM |
Zoom Communications, Inc.
|
2,485,675 | $214,538,608 |
All Filings in PERF
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $66,487 | 40,053 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $67,689 | 40,053 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $82,779 | 45,735 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $76,096 | 40,477 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $56,862 | 24,723 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||