Position in SNOW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,289,736
+$1,037,327 QoQ
Shares Held
8,997
+8.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#597
of 1,463 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in SNOW Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Perigon Wealth Management, LLC holds $32,924,582 across 25 Software - Application names. SNOW ranks #5 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
36,566 | $5,728,429 | |
| 2 | NOW |
ServiceNow, Inc.
|
54,637 | $5,424,361 | |
| 3 | UBER |
Uber Technologies, Inc
|
50,584 | $3,650,141 | |
| 4 | ADP |
Automatic Data Processing Inc
|
12,253 | $2,744,059 | |
| 5 | SNOW |
Snowflake Inc.
This page
|
8,997 | $2,289,736 | |
| 6 | SAP |
Sap SE
|
9,477 | $1,460,500 | |
| 7 | INTU |
Intuit Inc.
|
5,039 | $1,315,179 | |
| 8 | CHYM |
Chime Financial, Inc.
|
57,137 | $1,170,165 |
All Filings in SNOW
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,289,736 | 8,997 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,252,409 | 8,304 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $2,101,030 | 9,578 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $2,281,438 | 10,115 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,872,283 | 8,367 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,034,812 | 7,080 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,083,031 | 7,014 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,252,318 | 10,903 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,719,155 | 12,726 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $3,566,027 | 22,067 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $4,574,811 | 22,989 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $5,052,409 | 33,072 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $5,219,918 | 29,662 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $647,092 | 4,194 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $593,681 | 4,136 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $669,982 | 3,942 | Shares | Sole | 2022-12-13 | |
| 2022-06-30 | $259,346 | 1,865 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $458,489 | 2,001 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $385,158 | 1,137 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||