Position in WK
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$824
+$824 QoQ
Shares Held
17
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#281
of 301 holders
Holding Since
Mar 2025
4 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, 2026Activest Wealth Management holds $1,468,796 across 55 Software - Application names. WK ranks #39 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
9,326 | $672,964 | |
| 2 | CRM |
Salesforce, Inc.
|
1,795 | $281,204 | |
| 3 | ADP |
Automatic Data Processing Inc
|
192 | $42,998 | |
| 4 | FIG |
Figma, Inc.
|
2,000 | $36,180 | |
| 5 | PAYX |
Paychex Inc
|
359 | $35,300 | |
| 6 | DDOG |
Datadog, Inc.
|
130 | $33,846 | |
| 7 | BTDR |
Bitdeer Technologies Group
|
2,000 | $31,740 | |
| 8 | ZM |
Zoom Communications, Inc.
|
359 | $30,985 |
All Filings in WK
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $824 | 17 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $0 | 0 | Shares | Sole | 2026-04-15 | |
| 2025-06-30 | $0 | 0 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $379 | 5 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||