Position in WK
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$236,432
-$1,169,443 QoQ
Shares Held
3,965
-75.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WK Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Janney Montgomery Scott LLC holds $446,020,215 across 58 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
965,792 | $69,691,550 | |
| 2 | ADP |
Automatic Data Processing Inc
|
254,078 | $56,900,768 | |
| 3 | NOW |
ServiceNow, Inc.
|
338,446 | $33,600,918 | |
| 4 | CRM |
Salesforce, Inc.
|
209,167 | $32,768,102 | |
| 5 | YOU |
Clear Secure, Inc.
|
574,411 | $32,011,925 | |
| 6 | SHOP |
Shopify Inc.
|
242,597 | $27,699,725 | |
| 7 | INTU |
Intuit Inc.
|
91,955 | $24,000,255 | |
| 8 | SNOW |
Snowflake Inc.
|
89,073 | $22,669,078 |
All Filings in WK
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $236,432 | 3,965 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,405,875 | 16,300 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,550,903 | 18,017 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,290,282 | 18,850 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,487,532 | 19,596 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,105,137 | 19,225 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,550,593 | 19,598 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,424,983 | 19,523 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,690,488 | 19,935 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,940,643 | 19,114 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,928,702 | 19,032 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,933,166 | 19,016 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,972,723 | 19,263 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $1,567,635 | 18,669 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,549,386 | 19,915 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $813,854 | 12,333 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,458,952 | 12,364 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $510,476 | 3,912 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $436,271 | 3,095 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $345,123 | 3,100 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $272,370 | 3,086 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $277,242 | 3,026 | Shares | Sole | 2021-01-25 | |
| No filing history on record for this holder in this stock. | ||||||