Position in WK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$243,180
-$55,924 QoQ
Shares Held
5,013
-0.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#194
of 301 holders
Holding Since
Sep 2024
8 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, 2026World Investment Advisors holds $48,485,283 across 20 Software - Application names. WK ranks #19 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
68,352 | $10,708,024 | |
| 2 | UBER |
Uber Technologies, Inc
|
122,756 | $8,858,072 | |
| 3 | NOW |
ServiceNow, Inc.
|
43,509 | $4,319,573 | |
| 4 | ADBE |
Adobe Inc.
|
19,946 | $4,089,328 | |
| 5 | ADSK |
Autodesk, Inc.
|
18,907 | $3,675,898 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
9,195 | $3,451,067 | |
| 7 | ADP |
Automatic Data Processing Inc
|
10,755 | $2,408,582 | |
| 8 | SHOP |
Shopify Inc.
|
20,983 | $2,395,838 |
All Filings in WK
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $243,180 | 5,013 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $299,104 | 5,016 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $441,945 | 5,124 | Shares | Sole | 2026-03-13 | |
| 2025-09-30 | $440,471 | 5,117 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $350,258 | 5,117 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $389,721 | 5,134 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $562,282 | 5,135 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $395,600 | 5,000 | Shares | Sole | 2024-11-25 | |
| No filing history on record for this holder in this stock. | ||||||