Position in WK
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,794
+$1,675 QoQ
Shares Held
37
+1750.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#269
of 301 holders
Holding Since
Jun 2024
9 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, 2026MV CAPITAL MANAGEMENT, INC. holds $2,755,869 across 54 Software - Application names. WK ranks #32 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
6,079 | $952,336 | |
| 2 | INTU |
Intuit Inc.
|
2,949 | $769,689 | |
| 3 | ADBE |
Adobe Inc.
|
1,018 | $208,710 | |
| 4 | ADP |
Automatic Data Processing Inc
|
857 | $191,925 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
316 | $118,601 | |
| 6 | NOW |
ServiceNow, Inc.
|
826 | $82,005 | |
| 7 | UBER |
Uber Technologies, Inc
|
1,021 | $73,675 | |
| 8 | PAYX |
Paychex Inc
|
693 | $68,142 |
All Filings in WK
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,794 | 37 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $119 | 2 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $86 | 1 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $86 | 1 | Shares | Sole | 2026-02-23 | |
| 2025-06-30 | $68 | 1 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $151 | 2 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $109 | 1 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $79 | 1 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $72 | 1 | Shares | Sole | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||