Legacy Bridge, LLC

Position in WK — Workiva Inc

CIK 1689144 WEST DES MOINES, IA

Position in WK

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$323,270

-$74,104 QoQ

Shares Held

6,664

0.0% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#185

of 301 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Legacy Bridge, LLC holds $2,519,016 across 6 Software - Application names. WK ranks #3 (12.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNOW	Snowflake Inc.	5,167	$1,315,001
2	NOW	ServiceNow, Inc.	5,530	$549,018
3	WK	Workiva Inc This page	6,664	$323,270
4	WDAY	Workday, Inc.	2,306	$282,300
5	DDOG	Datadog, Inc.	112	$29,160
6	CDNS	Cadence Design Systems Inc	54	$20,267

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$323,270	6,664	0.0%	Shares	Sole	2026-08-13
2026-03-31	$397,374	6,664	0.0%	Shares	Sole	2026-05-14
2025-12-31	$574,770	6,664	0.0%	Shares	Sole	2026-01-23
2025-09-30	$573,637	6,664	0.0%	Shares	Sole	2025-11-12
2025-06-30	$456,150	6,664	0.0%	Shares	Sole	2025-08-06
2025-03-31	$505,864	6,664	0.0%	Shares	Sole	2025-05-08
2024-12-31	$729,708	6,664	-21.2%	Shares	Sole	2025-01-22
2024-09-30	$668,880	8,454	0.0%	Shares	Sole	2024-11-07
2024-06-30	$617,057	8,454	-55.9%	Shares	Sole	2024-08-06
2024-03-31	$1,625,107	19,164	-5.4%	Shares	Sole	2024-04-25
2023-12-31	$2,057,403	20,264	-0.3%	Shares	Sole	2024-01-17
2023-09-30	$2,060,647	20,334	0.0%	Shares	Sole	2023-10-11
2023-06-30	$2,067,154	20,334	+140.5%	Shares	Sole	2023-07-11
2023-03-31	$865,774	8,454	0.0%	Shares	Sole	2023-04-24
2022-12-31	$709,882	8,454	0.0%	Shares	Sole	2023-01-11
2022-09-30	$657,721	8,454	0.0%	Shares	Sole	2022-11-02
2022-06-30	$557,879	8,454	0.0%	Shares	Sole	2022-07-21
2022-03-31	$997,572	8,454	0.0%	Shares	Sole	2022-04-28
2021-12-31	$1,103,162	8,454	-7.1%	Shares	Sole	2022-01-18
2021-09-30	$1,283,299	9,104	-5.5%	Shares	Sole	2021-10-26
2021-06-30	$1,072,887	9,637	0.0%	Shares	Sole	2021-08-03
2021-03-31	$850,561	9,637	-9.8%	Shares	Sole	2021-04-29
2020-12-31	$979,142	10,687	-1.4%	Shares	Sole	2021-02-02
2020-09-30	$604,494	10,841	0.0%	Shares	Sole	2020-10-19
2020-06-30	$579,885	10,841	0.0%	Shares	Sole	2020-08-04
2020-03-31	$350,489	10,841	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.