Position in WK
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$910,609
-$505,443 QoQ
Shares Held
15,271
-7.0% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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, 2026HighTower Advisors, LLC holds $542,955,114 across 60 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
324,444 | $66,517,508 | |
| 2 | UBER |
Uber Technologies, Inc
|
874,865 | $63,130,258 | |
| 3 | ADP |
Automatic Data Processing Inc
|
265,046 | $59,357,051 | |
| 4 | CRM |
Salesforce, Inc.
|
361,825 | $56,683,504 | |
| 5 | NOW |
ServiceNow, Inc.
|
525,128 | $52,134,707 | |
| 6 | SNOW |
Snowflake Inc.
|
139,495 | $35,501,477 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
75,861 | $28,472,150 | |
| 8 | DJCO |
Daily Journal Corp
|
41,329 | $24,846,581 |
All Filings in WK
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $910,609 | 15,271 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,416,052 | 16,418 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,465,425 | 17,024 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,257,700 | 18,374 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,511,444 | 19,911 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,382,829 | 21,761 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,802,195 | 22,778 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,783,510 | 24,435 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,315,124 | 27,301 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,823,650 | 27,811 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,784,417 | 27,476 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,975,486 | 29,269 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,111,727 | 30,385 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,759,674 | 32,865 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,773,570 | 35,650 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,372,934 | 35,959 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $4,210,830 | 35,685 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $4,523,044 | 34,662 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $4,802,225 | 34,068 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,763,955 | 33,809 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $3,285,743 | 37,228 | Shares | Sole | 2021-05-10 | |
| 2020-09-30 | $2,942,120 | 52,764 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,910,872 | 54,419 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,555,073 | 48,100 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||