NewEdge Advisors, LLC

Position in WK — Workiva Inc

CIK 1633516 NEW ORLEANS, LA

Position in WK

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$123,360

+$121,778 QoQ

Shares Held

2,543

+12615.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#216

of 301 holders

Holding Since

Dec 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

NewEdge Advisors, LLC holds $145,470,364 across 86 Software - Application names. WK ranks #44 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	94,658	$21,198,659
2	UBER	Uber Technologies, Inc	255,446	$18,432,983
3	NOW	ServiceNow, Inc.	150,324	$14,924,166
4	CRM	Salesforce, Inc.	90,082	$14,112,246
5	SHOP	Shopify Inc.	88,161	$10,066,222
6	INTU	Intuit Inc.	26,904	$7,021,944
7	SNOW	Snowflake Inc.	26,076	$6,636,342
8	MSTR	Strategy Inc	73,145	$6,205,575

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$123,360	2,543	+12615.0%	Shares	Sole	2026-08-12
2024-09-30	$1,582	20	-23.1%	Shares	Sole	2024-11-14
2024-06-30	$1,897	26	0.0%	Shares	Sole	2024-08-16
2024-03-31	$2,204	26	-95.5%	Shares	Sole	2024-05-14
2023-12-31	$58,582	577	-77.5%	Shares	Sole	2024-02-13
2023-09-30	$260,139	2,567	+0.5%	Shares	Sole	2023-11-14
2023-06-30	$259,537	2,553	+1.7%	Shares	Sole	2023-08-14
2023-03-31	$257,049	2,510	-12.5%	Shares	Sole	2023-05-12
2022-12-31	$26,665	2,867	+12.3%	Shares	Sole	2023-02-14
2021-12-31	$333,010	2,552	-0.4%	Shares	Sole	2022-02-17
2021-09-30	$361,139	2,562	+2.6%	Shares	Sole	2021-10-29
2021-06-30	$277,991	2,497	+5.0%	Shares	Sole	2021-07-22
2021-03-31	$209,970	2,379	+2.1%	Shares	Sole	2021-04-26
2020-12-31	$213,474	2,330	—	Shares	Sole	2021-01-27
No filing history on record for this holder in this stock.