Position in WK
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,123
+$2,485 QoQ
Shares Held
85
+347.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#261
of 301 holders
Holding Since
Mar 2022
6 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, 2026Clearstead Advisors, LLC holds $79,836,292 across 110 Software - Application names. WK ranks #55 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
102,787 | $16,102,611 | |
| 2 | UBER |
Uber Technologies, Inc
|
210,974 | $15,223,883 | |
| 3 | ZM |
Zoom Communications, Inc.
|
159,482 | $13,764,891 | |
| 4 | SNOW |
Snowflake Inc.
|
44,017 | $11,202,326 | |
| 5 | ADP |
Automatic Data Processing Inc
|
39,318 | $8,805,266 | |
| 6 | ADBE |
Adobe Inc.
|
10,110 | $2,072,752 | |
| 7 | INTU |
Intuit Inc.
|
7,342 | $1,916,262 | |
| 8 | SHOP |
Shopify Inc.
|
14,717 | $1,680,387 |
All Filings in WK
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,123 | 85 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $1,638 | 19 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $4,304 | 50 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $273 | 4 | Shares | Sole | 2025-08-08 | |
| 2024-06-30 | $4,306 | 59 | Shares | Sole | 2024-08-12 | |
| 2022-03-31 | $7,080 | 60 | Shares | Sole | 2022-05-04 | |
| No filing history on record for this holder in this stock. | ||||||