Position in WK
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$76,160
-$17,459 QoQ
Shares Held
1,570
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#221
of 301 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WK Over Time
Shares Held
Position Value (USD)
Derivatives in WK
reported options exposure · as of Dec 31, 2022CallValue
$155,932
CallShares
1,857
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026Paladin Advisory Group, LLC holds $332,991 across 6 Software - Application names. WK ranks #3 (22.9% of the industry book) .
All Filings in WK
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $76,160 | 1,570 | Shares | Other | 2026-07-28 | |
| 2026-03-31 | $93,619 | 1,570 | Shares | Other | 2026-04-30 | |
| 2025-12-31 | $160,166 | 1,857 | Shares | Other | 2026-01-21 | |
| 2025-09-30 | $159,850 | 1,857 | Shares | Other | 2025-11-05 | |
| 2025-06-30 | $127,111 | 1,857 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $140,964 | 1,857 | Shares | Other | 2025-04-15 | |
| 2024-12-31 | $203,341 | 1,857 | Shares | Other | 2025-01-23 | |
| 2024-09-30 | $146,925 | 1,857 | Shares | Other | 2024-11-05 | |
| 2024-06-30 | $135,542 | 1,857 | Shares | Other | 2024-07-24 | |
| 2024-03-31 | $157,473 | 1,857 | Shares | Other | 2024-05-08 | |
| 2023-12-31 | $188,541 | 1,857 | Shares | Other | 2024-01-31 | |
| 2023-09-30 | $188,188 | 1,857 | Shares | Other | 2023-10-17 | |
| 2023-06-30 | $188,782 | 1,857 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $190,175 | 1,857 | Shares | Other | 2023-04-21 | |
| 2022-12-31 | $155,932 | 1,857 | Call | Other | 2023-01-11 | |
| 2022-09-30 | $144,474 | 1,857 | Call | Other | 2022-10-07 | |
| 2022-06-30 | $122,543 | 1,857 | Call | Other | 2022-07-06 | |
| 2022-03-31 | $219,126 | 1,857 | Shares | Other | 2022-04-15 | |
| 2021-12-31 | $242,319 | 1,857 | Call | Other | 2022-01-11 | |
| No filing history on record for this holder in this stock. | ||||||