Position in WK
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$224,698
-$51,508 QoQ
Shares Held
4,632
0.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#197
of 301 holders
Holding Since
Jun 2022
17 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, 2026Tradition Wealth Management, LLC holds $4,808,102 across 8 Software - Application names. WK ranks #8 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
15,633 | $1,128,077 | |
| 2 | FICO |
Fair Isaac Corp
|
835 | $997,641 | |
| 3 | SNOW |
Snowflake Inc.
|
3,237 | $823,816 | |
| 4 | MSTR |
Strategy Inc
|
6,104 | $530,620 | |
| 5 | NOW |
ServiceNow, Inc.
|
4,490 | $445,767 | |
| 6 | SHOP |
Shopify Inc.
|
3,688 | $421,095 | |
| 7 | ADBE |
Adobe Inc.
|
1,153 | $236,388 | |
| 8 | WK |
Workiva Inc
This page
|
4,632 | $224,698 |
All Filings in WK
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $224,698 | 4,632 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $276,206 | 4,632 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $399,510 | 4,632 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $394,160 | 4,579 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $313,295 | 4,577 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $342,126 | 4,507 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $493,516 | 4,507 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $376,927 | 4,764 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $347,724 | 4,764 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $403,987 | 4,764 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $483,688 | 4,764 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $482,783 | 4,764 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $484,308 | 4,764 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $487,881 | 4,764 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $400,033 | 4,764 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $370,639 | 4,764 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $292,005 | 4,425 | Shares | Sole | 2022-08-02 | |
| No filing history on record for this holder in this stock. | ||||||