Position in WK
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$24,255
-$5,560 QoQ
Shares Held
500
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#240
of 301 holders
Holding Since
Sep 2022
16 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, 2026Abound Wealth Management holds $850,942 across 34 Software - Application names. WK ranks #8 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
2,541 | $290,131 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
470 | $176,400 | |
| 3 | MSTR |
Strategy Inc
|
1,057 | $91,885 | |
| 4 | CCC |
CCC Intelligent Solutions Holdings Inc.
|
11,799 | $60,882 | |
| 5 | WDAY |
Workday, Inc.
|
375 | $45,907 | |
| 6 | CRM |
Salesforce, Inc.
|
258 | $40,418 | |
| 7 | UBER |
Uber Technologies, Inc
|
373 | $26,915 | |
| 8 | WK |
Workiva Inc
This page
|
500 | $24,255 |
All Filings in WK
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,255 | 500 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $29,815 | 500 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $43,125 | 500 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $43,040 | 500 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $34,225 | 500 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $37,955 | 500 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $54,750 | 500 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $39,560 | 500 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $36,495 | 500 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $42,400 | 500 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $50,765 | 500 | Shares | Sole | 2024-08-08 | |
| 2023-09-30 | $50,670 | 500 | Shares | Sole | 2024-08-08 | |
| 2023-06-30 | $50,830 | 500 | Shares | Sole | 2024-08-08 | |
| 2023-03-31 | $51,205 | 500 | Shares | Sole | 2024-08-07 | |
| 2022-12-31 | $41,985 | 500 | Shares | Sole | 2024-08-07 | |
| 2022-09-30 | $38,900 | 500 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||