Position in PTRN
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$128,029
New position
Shares Held
10,300
first reported quarter
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Application
Technology · as of Mar 31, 2026TRUIST FINANCIAL CORP holds $428,304,198 across 56 Software - Application names. PTRN ranks #55 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
302,143 | $56,401,033 | |
| 2 | ADP |
Automatic Data Processing Inc
|
240,039 | $48,771,123 | |
| 3 | UBER |
Uber Technologies, Inc
|
637,626 | $45,864,437 | |
| 4 | INTU |
Intuit Inc.
|
92,393 | $39,948,884 | |
| 5 | SHOP |
Shopify Inc.
|
330,166 | $39,164,290 | |
| 6 | NOW |
ServiceNow, Inc.
|
307,346 | $32,133,023 | |
| 7 | ADSK |
Autodesk, Inc.
|
129,513 | $31,005,411 | |
| 8 | PAYX |
Paychex Inc
|
268,641 | $24,747,207 |
All Filings in PTRN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $128,029 | 10,300 | Shares | Defined | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||