Position in WK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$411,849
-$96,258 QoQ
Shares Held
8,490
-0.4% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#172
of 301 holders
Holding Since
Mar 2023
14 quarters on record
Common Shares in WK Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Empower Advisory Group, LLC holds $151,499,282 across 13 Software - Application names. WK ranks #12 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
311,068 | $79,166,806 | |
| 2 | CRM |
Salesforce, Inc.
|
392,690 | $61,518,815 | |
| 3 | ADSK |
Autodesk, Inc.
|
8,724 | $1,696,120 | |
| 4 | INTU |
Intuit Inc.
|
6,411 | $1,673,271 | |
| 5 | SHOP |
Shopify Inc.
|
14,068 | $1,606,284 | |
| 6 | ADP |
Automatic Data Processing Inc
|
6,314 | $1,414,020 | |
| 7 | UBER |
Uber Technologies, Inc
|
16,040 | $1,157,446 | |
| 8 | BSY |
Bentley Systems Inc
|
35,849 | $1,071,526 |
All Filings in WK
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $411,849 | 8,490 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $508,107 | 8,521 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $734,936 | 8,521 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $733,487 | 8,521 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $583,262 | 8,521 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $646,829 | 8,521 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $933,049 | 8,521 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $675,051 | 8,532 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $621,947 | 8,521 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $722,580 | 8,521 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $865,137 | 8,521 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $877,705 | 8,661 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $882,713 | 8,683 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $887,997 | 8,671 | Shares | Sole | 2023-05-25 | |
| No filing history on record for this holder in this stock. | ||||||