Position in WK
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$204,769
-$110,648 QoQ
Shares Held
3,434
-25.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
13 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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $35,888,166 across 27 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
80,648 | $5,819,559 | |
| 2 | ADP |
Automatic Data Processing Inc
|
23,031 | $5,157,792 | |
| 3 | CRM |
Salesforce, Inc.
|
29,278 | $4,586,691 | |
| 4 | YOU |
Clear Secure, Inc.
|
54,504 | $3,037,507 | |
| 5 | SNOW |
Snowflake Inc.
|
9,458 | $2,407,061 | |
| 6 | SHOP |
Shopify Inc.
|
18,414 | $2,102,510 | |
| 7 | NOW |
ServiceNow, Inc.
|
20,270 | $2,012,405 | |
| 8 | TTAN |
ServiceTitan, Inc.
|
20,093 | $1,420,776 |
All Filings in WK
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $204,769 | 3,434 | Shares | Sole | 2026-04-27 | |
| 2025-06-30 | $315,417 | 4,608 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $323,604 | 4,263 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $402,850 | 3,679 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $291,557 | 3,685 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $215,247 | 2,949 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $231,894 | 2,284 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $234,298 | 2,312 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $278,751 | 2,742 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $345,326 | 3,372 | Shares | Sole | 2023-05-11 | |
| 2022-03-31 | $277,418 | 2,351 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $234,751 | 1,799 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $257,956 | 1,830 | Shares | Sole | 2021-11-02 | |
| No filing history on record for this holder in this stock. | ||||||