Position in WK
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$807,206
-$185,037 QoQ
Shares Held
16,640
0.0% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#142
of 301 holders
Holding Since
Dec 2021
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WK Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Avantax Planning Partners, Inc. holds $8,528,768 across 10 Software - Application names. WK ranks #5 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
20,640 | $1,489,382 | |
| 2 | ADBE |
Adobe Inc.
|
6,947 | $1,424,273 | |
| 3 | NOW |
ServiceNow, Inc.
|
14,211 | $1,410,868 | |
| 4 | CRM |
Salesforce, Inc.
|
8,751 | $1,370,931 | |
| 5 | WK |
Workiva Inc
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|
16,640 | $807,206 | |
| 6 | INTU |
Intuit Inc.
|
2,498 | $651,978 | |
| 7 | ADP |
Automatic Data Processing Inc
|
2,743 | $614,294 | |
| 8 | PAYX |
Paychex Inc
|
2,852 | $280,437 |
All Filings in WK
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $807,206 | 16,640 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $992,243 | 16,640 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,435,200 | 16,640 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,432,371 | 16,640 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,139,008 | 16,640 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,263,142 | 16,640 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,943,187 | 17,746 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,404,063 | 17,746 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,295,280 | 17,746 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,504,860 | 17,746 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,802,665 | 17,755 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,798,379 | 17,746 | Shares | Sole | 2023-11-06 | |
| 2021-12-31 | $215,308 | 1,650 | Shares | Sole | 2022-01-28 | |
| No filing history on record for this holder in this stock. | ||||||