Position in WK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$44,677
+$4,785 QoQ
Shares Held
921
+37.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#229
of 301 holders
Holding Since
Dec 2021
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WK Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026JONES FINANCIAL COMPANIES LLLP holds $926,213,233 across 129 Software - Application names. WK ranks #76 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
1,752,152 | $173,953,650 | |
| 2 | CRM |
Salesforce, Inc.
|
714,973 | $112,007,670 | |
| 3 | SHOP |
Shopify Inc.
|
733,749 | $83,779,459 | |
| 4 | ADP |
Automatic Data Processing Inc
|
349,701 | $78,315,538 | |
| 5 | UBER |
Uber Technologies, Inc
|
1,006,426 | $72,623,699 | |
| 6 | SNOW |
Snowflake Inc.
|
235,835 | $60,020,007 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
130,100 | $48,829,131 | |
| 8 | TTAN |
ServiceTitan, Inc.
|
646,804 | $45,735,509 |
All Filings in WK
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,677 | 921 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $39,892 | 669 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $51,318 | 595 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,840 | 33 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,258 | 33 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $8,501 | 112 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $5,037 | 46 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,639 | 46 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $3,900 | 46 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,959 | 39 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,229 | 22 | Shares | Sole | 2023-11-14 | |
| 2021-12-31 | $521 | 4 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||