Position in PGY
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$2,136,982
-$144,796 QoQ
Shares Held
183,432
+68.0% QoQ
Ownership
0.216%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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 Mar 31, 2026ENVESTNET ASSET MANAGEMENT INC holds $5,999,885,140 across 72 Software - Infrastructure names. PGY ranks #42 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
11,645,986 | $4,310,994,637 | |
| 2 | ORCL |
Oracle Corp
|
2,885,329 | $424,460,749 | |
| 3 | PANW |
Palo Alto Networks Inc
|
1,082,245 | $173,505,518 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
1,112,303 | $162,707,682 | |
| 5 | SNPS |
Synopsys Inc
|
363,187 | $143,996,381 | |
| 6 | VRSN |
Verisign Inc/Ca
|
549,119 | $136,379,194 | |
| 7 | NET |
Cloudflare, Inc.
|
286,484 | $59,113,108 | |
| 8 | AKAM |
Akamai Technologies Inc
|
464,656 | $53,365,741 |
All Filings in PGY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||