Position in SNOW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,136,088
New position
Shares Held
4,464
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#716
of 1,453 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 47%
Shared 0%
None 53%
Position in Software - Application
Technology · as of Jun 30, 2026Paragon Private Wealth Management, LLC holds $4,459,621 across 6 Software - Application names. SNOW ranks #1 (25.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
This page
|
4,464 | $1,136,088 | |
| 2 | ADP |
Automatic Data Processing Inc
|
4,409 | $987,395 | |
| 3 | UBER |
Uber Technologies, Inc
|
12,839 | $926,461 | |
| 4 | PAYX |
Paychex Inc
|
8,862 | $871,399 | |
| 5 | CRM |
Salesforce, Inc.
|
1,953 | $305,956 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
619 | $232,322 |
All Filings in SNOW
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,136,088 | 4,464 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||