UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in WK — Workiva Inc
CIK 861177
NEW YORK, NY
Position in WK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,719,277
-$1,879,905 QoQ
Shares Held
117,899
-7.5% QoQ
Ownership
0.217%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#57
of 301 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 57%
Shared 0%
None 43%
Common Shares in WK Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $13,189,230,804 across 119 Software - Application names. WK ranks #52 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
16,638,071 | $1,651,827,683 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
3,385,655 | $1,270,704,029 | |
| 3 | CRM |
Salesforce, Inc.
|
7,953,999 | $1,246,073,479 | |
| 4 | ADBE |
Adobe Inc.
|
5,045,547 | $1,034,438,041 | |
| 5 | ADP |
Automatic Data Processing Inc
|
4,251,447 | $952,111,549 | |
| 6 | UBER |
Uber Technologies, Inc
|
12,684,812 | $915,336,028 | |
| 7 | INTU |
Intuit Inc.
|
3,334,328 | $870,259,608 | |
| 8 | SNOW |
Snowflake Inc.
|
2,754,154 | $700,932,191 |
All Filings in WK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,719,277 | 117,899 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $7,599,182 | 127,439 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $10,840,673 | 125,689 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $10,475,330 | 121,693 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $14,050,179 | 205,262 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $13,426,956 | 176,880 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $19,871,840 | 181,478 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $11,101,956 | 140,318 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $11,394,976 | 156,117 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $5,393,109 | 63,598 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $5,677,454 | 55,919 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $5,499,314 | 54,266 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $5,182,624 | 50,980 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $5,220,859 | 50,980 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $3,908,129 | 46,542 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $3,470,034 | 44,602 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,662,376 | 55,499 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $6,444,688 | 54,616 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $6,033,724 | 46,239 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $6,215,628 | 44,095 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $4,774,606 | 42,887 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $3,588,384 | 40,657 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $3,551,829 | 38,767 | Shares | Defined | 2021-03-01 | |
| 2020-09-30 | $1,750,249 | 31,389 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,759,016 | 32,885 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,167,822 | 36,122 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||