HARBOR INVESTMENT ADVISORY, LLC

Position in WK — Workiva Inc

CIK 1468792 LUTHERVILLE, MD

Position in WK

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$40,117

+$23,502 QoQ

Shares Held

827

+293.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#230

of 301 holders

Holding Since

Sep 2021

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

HARBOR INVESTMENT ADVISORY, LLC holds $8,123,696 across 39 Software - Application names. WK ranks #23 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	19,829	$1,430,860
2	ADP	Automatic Data Processing Inc	5,259	$1,177,753
3	FICO	Fair Isaac Corp	624	$745,542
4	CRM	Salesforce, Inc.	4,152	$650,452
5	PAYX	Paychex Inc	6,021	$592,044
6	YOU	Clear Secure, Inc.	9,554	$532,444
7	SHOP	Shopify Inc.	3,787	$432,399
8	CDNS	Cadence Design Systems Inc	1,063	$398,965

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$40,117	827	+293.8%	Shares	Sole	2026-07-07
2024-09-30	$16,615	210	-70.0%	Shares	Sole	2024-10-04
2024-06-30	$51,165	701	+0.3%	Shares	Sole	2024-07-19
2024-03-31	$59,275	699	0.0%	Shares	Sole	2024-04-12
2023-12-31	$70,969	699	0.0%	Shares	Sole	2024-01-26
2023-09-30	$70,836	699	-40.7%	Shares	Sole	2023-10-13
2023-06-30	$119,857	1,179	+37.4%	Shares	Sole	2023-07-14
2023-03-31	$87,867	858	0.0%	Shares	Sole	2023-04-21
2022-12-31	$72,046	858	-1.2%	Shares	Sole	2023-01-24
2022-09-30	$67,530	868	0.0%	Shares	Sole	2022-11-01
2022-06-30	$57,279	868	0.0%	Shares	Sole	2022-07-18
2022-03-31	$102,424	868	+26.3%	Shares	Sole	2022-04-20
2021-12-31	$89,646	687	0.0%	Shares	Sole	2022-01-10
2021-09-30	$96,839	687	—	Shares	Sole	2021-10-12
No filing history on record for this holder in this stock.