Position in WK
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$410,928
+$85,229 QoQ
Shares Held
8,471
+55.1% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#173
of 301 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 75%
Shared 0%
None 25%
Common Shares in WK Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Vanguard Personalized Indexing Management, LLC holds $226,102,183 across 95 Software - Application names. WK ranks #54 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
94,419 | $21,145,135 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
48,227 | $18,100,557 | |
| 3 | CRM |
Salesforce, Inc.
|
110,653 | $17,334,898 | |
| 4 | NOW |
ServiceNow, Inc.
|
170,895 | $16,966,455 | |
| 5 | UBER |
Uber Technologies, Inc
|
216,250 | $15,604,600 | |
| 6 | DDOG |
Datadog, Inc.
|
49,143 | $12,794,871 | |
| 7 | ADBE |
Adobe Inc.
|
54,325 | $11,137,711 | |
| 8 | PAYX |
Paychex Inc
|
96,800 | $9,518,344 |
All Filings in WK
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $410,928 | 8,471 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $325,699 | 5,462 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $376,740 | 4,368 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $340,188 | 3,952 | Shares | Sole | 2025-10-31 | |
| 2025-03-31 | $288,761 | 3,804 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $411,282 | 3,756 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $299,943 | 3,791 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $319,550 | 4,378 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $300,870 | 3,548 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $344,795 | 3,396 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $386,409 | 3,813 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $357,538 | 3,517 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $333,242 | 3,254 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $250,650 | 2,985 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||