Allworth Financial LP

Position in PUBM — PubMatic, Inc.

CIK 1555170 FOLSOM, CA

Position in PUBM

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$337,433

+$131,559 QoQ

Shares Held

25,719

+2.2% QoQ

Ownership

0.056%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#75

of 152 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Allworth Financial LP holds $70,922,136 across 135 Software - Application names. PUBM ranks #25 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	141,637	$31,719,606
2	CRM	Salesforce, Inc.	39,089	$6,123,681
3	SNOW	Snowflake Inc.	14,370	$3,657,165
4	CDNS	Cadence Design Systems Inc	8,588	$3,223,248
5	NOW	ServiceNow, Inc.	32,043	$3,181,229
6	UBER	Uber Technologies, Inc	29,582	$2,134,637
7	SHOP	Shopify Inc.	17,693	$2,020,186
8	PAYX	Paychex Inc	19,999	$1,966,501

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$337,433	25,719	+2.2%	Shares	Sole	2026-08-11
2026-03-31	$205,874	25,168	+0.3%	Shares	Sole	2026-05-15
2025-12-31	$222,663	25,103	+12839.7%	Shares	Sole	2026-02-05
2025-09-30	$1,606	194	-8.5%	Shares	Sole	2025-12-02
2025-06-30	$2,637	212	+19.1%	Shares	Sole	2025-08-07
2025-03-31	$1,626	178	+78.0%	Shares	Sole	2025-04-30
2024-12-31	$1,469	100	0.0%	Shares	Sole	2025-01-30
2024-09-30	$1,487	100	-88.3%	Shares	Sole	2024-10-23
2024-06-30	$17,365	855	0.0%	Shares	Sole	2024-07-24
2024-03-31	$20,280	855	0.0%	Shares	Sole	2024-04-25
2023-12-31	$13,945	855	-57.5%	Shares	Sole	2024-01-24
2023-09-30	$24,345	2,012	0.0%	Shares	Sole	2023-10-31
2023-06-30	$36,779	2,012	+135.3%	Shares	Sole	2023-07-18
2023-03-31	$11,816	855	—	Shares	Sole	2023-04-18
No filing history on record for this holder in this stock.