Position in PSFE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$156,241
+$69,947 QoQ
Shares Held
20,916
+65.1% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#57
of 146 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in PSFE Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $19,012,881,104 across 129 Software - Infrastructure names. PSFE ranks #97 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
33,423,086 | $12,467,479,537 | |
| 2 | PANW |
Palo Alto Networks Inc
|
5,968,975 | $2,035,539,852 | |
| 3 | ORCL |
Oracle Corp
|
7,764,519 | $1,137,890,256 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
5,656,584 | $1,079,191,376 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
4,923,902 | $574,471,643 | |
| 6 | NET |
Cloudflare, Inc.
|
714,505 | $175,253,784 | |
| 7 | CRWV |
CoreWeave, Inc.
|
1,484,068 | $147,724,127 | |
| 8 | SNPS |
Synopsys Inc
|
319,137 | $142,357,439 |
All Filings in PSFE
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $156,241 | 20,916 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $86,294 | 12,672 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $301,335 | 37,248 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $335,737 | 25,986 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $279,948 | 22,183 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $324,452 | 20,679 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $352,242 | 20,599 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $446,782 | 19,919 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $342,567 | 19,376 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $262,934 | 16,652 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $194,227 | 15,186 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $201,419 | 16,799 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $264,630 | 26,227 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $353,360 | 20,461 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $161,331 | 11,615 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $337,621 | 244,654 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $515,130 | 264,170 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,004,619 | 296,348 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,264,336 | 323,360 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,541,719 | 327,964 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $97,478,013 | 8,049,382 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $104,150,403 | 7,714,845 | Shares | Defined | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||