Position in WK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$410,491
+$7,631 QoQ
Shares Held
8,462
+25.3% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#174
of 301 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in WK Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $1,863,885,079 across 72 Software - Application names. WK ranks #56 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
1,949,694 | $436,633,968 | |
| 2 | UBER |
Uber Technologies, Inc
|
3,543,481 | $255,697,585 | |
| 3 | NOW |
ServiceNow, Inc.
|
2,130,971 | $211,562,798 | |
| 4 | PAYX |
Paychex Inc
|
2,045,500 | $201,134,011 | |
| 5 | ADBE |
Adobe Inc.
|
936,022 | $191,903,228 | |
| 6 | CRM |
Salesforce, Inc.
|
964,601 | $151,114,391 | |
| 7 | INTU |
Intuit Inc.
|
189,077 | $49,349,097 | |
| 8 | SHOP |
Shopify Inc.
|
336,981 | $38,476,488 |
All Filings in WK
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $410,491 | 8,462 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $402,860 | 6,756 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $3,504,854 | 40,636 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $3,691,454 | 42,884 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $2,977,505 | 43,499 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $3,473,260 | 45,755 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $4,679,153 | 42,732 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $3,391,715 | 42,868 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,213,967 | 44,033 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $4,368,555 | 51,516 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $4,946,437 | 48,719 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $5,023,422 | 49,570 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $4,944,232 | 48,635 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $5,059,360 | 49,403 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $3,835,580 | 45,678 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $4,007,865 | 51,515 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,197,993 | 33,308 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $4,564,712 | 38,684 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,913,895 | 14,667 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,333,028 | 16,551 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,640,111 | 14,732 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $815,432 | 9,239 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,627,812 | 17,767 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $902,251 | 16,181 | Shares | Defined | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||