Position in WK
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,789,097
+$66,327 QoQ
Shares Held
36,881
+27.7% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#109
of 301 holders
Holding Since
Mar 2025
6 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, 2026IEQ CAPITAL, LLC holds $711,692,728 across 79 Software - Application names. WK ranks #37 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
414,553 | $105,503,738 | |
| 2 | DDOG |
Datadog, Inc.
|
250,859 | $65,313,648 | |
| 3 | CRM |
Salesforce, Inc.
|
400,588 | $62,756,115 | |
| 4 | TEAM |
Atlassian Corp
|
621,954 | $48,381,800 | |
| 5 | CHYM |
Chime Financial, Inc.
|
2,291,398 | $46,927,831 | |
| 6 | UPBD |
Upbound Group, Inc.
|
1,770,257 | $37,564,853 | |
| 7 | ZM |
Zoom Communications, Inc.
|
314,566 | $27,150,191 | |
| 8 | WLTH |
Wealthfront Corp
|
2,763,569 | $24,706,306 |
All Filings in WK
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,789,097 | 36,881 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $1,722,770 | 28,891 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $5,884,406 | 68,225 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,994,043 | 23,165 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $574,637 | 8,395 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $255,816 | 3,370 | Shares | Other | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||