Position in WK
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$97
-$4,043 QoQ
Shares Held
2
-95.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#300
of 301 holders
Holding Since
Dec 2022
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, 2026Global Retirement Partners, LLC holds $40,012,178 across 105 Software - Application names. WK ranks #102 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
79,680 | $7,910,630 | |
| 2 | UBER |
Uber Technologies, Inc
|
78,687 | $5,678,053 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
8,460 | $3,175,207 | |
| 4 | CRM |
Salesforce, Inc.
|
17,943 | $2,810,950 | |
| 5 | PAYX |
Paychex Inc
|
20,401 | $2,006,030 | |
| 6 | SHOP |
Shopify Inc.
|
17,150 | $1,958,187 | |
| 7 | SNOW |
Snowflake Inc.
|
6,600 | $1,679,700 | |
| 8 | DDOG |
Datadog, Inc.
|
6,336 | $1,649,640 |
All Filings in WK
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $97 | 2 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $4,140 | 48 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,045 | 47 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $3,217 | 47 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $4,818 | 44 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $3,481 | 44 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $4,598 | 63 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $5,681 | 67 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $6,802 | 67 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $405 | 4 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $406 | 4 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $409 | 4 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $335 | 4 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||