Position in U
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$254,447
New position
Shares Held
8,903
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#361
of 558 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Software - Application
Technology · as of Jun 30, 2026Parcion Private Wealth LLC holds $14,116,610 across 19 Software - Application names. U ranks #15 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SSNC |
SS&C Technologies Holdings Inc
|
69,172 | $4,292,122 | |
| 2 | ROP |
Roper Technologies Inc
|
8,876 | $3,003,549 | |
| 3 | CRM |
Salesforce, Inc.
|
5,587 | $875,259 | |
| 4 | SNOW |
Snowflake Inc.
|
3,342 | $850,539 | |
| 5 | ALIT |
Alight, Inc. / Delaware
|
2,617 | $586,118 | |
| 6 | DDOG |
Datadog, Inc.
|
2,236 | $582,164 | |
| 7 | ZM |
Zoom Communications, Inc.
|
5,722 | $493,865 | |
| 8 | PAYX |
Paychex Inc
|
4,743 | $466,379 |
All Filings in U
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $254,447 | 8,903 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||