Shepherd Financial Partners LLC

Position in SNOW — Snowflake Inc.

CIK 1696628 WINCHESTER, MA

Position in SNOW

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$548,956

+$230,726 QoQ

Shares Held

2,157

+2.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#879

of 1,453 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Shepherd Financial Partners LLC holds $2,236,102 across 6 Software - Application names. SNOW ranks #1 (24.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNOW	Snowflake Inc. This page	2,157	$548,956
2	ADBE	Adobe Inc.	2,549	$522,595
3	BILL	BILL Holdings, Inc.	11,918	$430,954
4	DDOG	Datadog, Inc.	1,018	$265,046
5	CRM	Salesforce, Inc.	1,592	$249,402
6	UBER	Uber Technologies, Inc	3,037	$219,149

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$548,956	2,157	+2.2%	Shares	Sole	2026-08-10
2026-03-31	$318,230	2,110	-46.3%	Shares	Sole	2026-05-11
2025-12-31	$861,865	3,929	+4.3%	Shares	Sole	2026-02-10
2025-09-30	$849,872	3,768	+4.8%	Shares	Sole	2025-11-07
2025-06-30	$804,229	3,594	+0.9%	Shares	Sole	2025-08-13
2025-03-31	$520,621	3,562	—	Shares	Sole	2025-04-18
No filing history on record for this holder in this stock.