Position in PGY
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$4,514,812
+$2,377,830 QoQ
Shares Held
247,387
+34.9% QoQ
Ownership
0.290%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#29
of 223 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PGY Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026ENVESTNET ASSET MANAGEMENT INC holds $6,577,210,507 across 70 Software - Infrastructure names. PGY ranks #39 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
11,497,807 | $4,288,911,967 | |
| 2 | ORCL |
Oracle Corp
|
2,807,230 | $411,399,556 | |
| 3 | PANW |
Palo Alto Networks Inc
|
1,010,228 | $344,507,952 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
1,596,688 | $304,624,120 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
1,228,011 | $143,272,043 | |
| 6 | SNPS |
Synopsys Inc
|
315,493 | $140,731,962 | |
| 7 | VRSN |
Verisign Inc/Ca
|
531,550 | $133,716,718 | |
| 8 | FTNT |
Fortinet, Inc.
|
570,526 | $87,644,204 |
All Filings in PGY
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,514,812 | 247,387 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,136,982 | 183,432 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,281,778 | 109,176 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $423,705 | 14,271 | Shares | Sole | 2025-11-05 | |
| No filing history on record for this holder in this stock. | ||||||