Rosenblum Silverman Sutton S F Inc /ca

Position in WK — Workiva Inc

CIK 918893 San Francisco, CA

Position in WK

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$218,925

-$1,406,946 QoQ

Shares Held

4,513

-83.4% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#198

of 301 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Rosenblum Silverman Sutton S F Inc /ca holds $12,675,312 across 5 Software - Application names. WK ranks #5 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc.	37,572	$5,886,029
2	ADBE	Adobe Inc.	13,652	$2,798,933
3	NOW	ServiceNow, Inc.	24,610	$2,443,280
4	DT	Dynatrace, Inc.	30,247	$1,328,145
5	WK	Workiva Inc This page	4,513	$218,925

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$218,925	4,513	-83.4%	Shares	Sole	2026-08-13
2026-03-31	$1,625,871	27,266	+0.1%	Shares	Sole	2026-05-13
2025-12-31	$2,349,105	27,236	-1.7%	Shares	Sole	2026-02-13
2025-09-30	$2,384,071	27,696	+12.0%	Shares	Sole	2025-11-13
2025-06-30	$1,692,836	24,731	+11.2%	Shares	Sole	2025-08-13
2025-03-31	$1,687,555	22,231	+3.0%	Shares	Sole	2025-05-12
2024-12-31	$2,364,324	21,592	-5.9%	Shares	Sole	2025-02-13
2024-09-30	$1,816,357	22,957	-16.8%	Shares	Sole	2024-11-14
2024-06-30	$2,014,305	27,597	+1.7%	Shares	Sole	2024-08-14
2024-03-31	$2,301,217	27,137	-4.4%	Shares	Sole	2024-05-14
2023-12-31	$2,882,639	28,392	-14.2%	Shares	Sole	2024-02-14
2023-09-30	$3,354,556	33,102	+0.1%	Shares	Sole	2023-11-13
2023-06-30	$3,361,082	33,062	+0.5%	Shares	Sole	2023-08-14
2023-03-31	$3,370,005	32,907	-9.6%	Shares	Sole	2023-05-15
2022-12-31	$3,057,935	36,417	-10.5%	Shares	Sole	2023-02-15
2022-09-30	$3,167,004	40,707	-3.6%	Shares	Sole	2022-11-15
2022-06-30	$2,787,681	42,244	+2.5%	Shares	Sole	2022-08-10
2022-03-31	$4,865,022	41,229	+0.6%	Shares	Sole	2022-05-13
2021-12-31	$5,345,392	40,964	+19.8%	Shares	Sole	2022-02-14
2021-09-30	$4,819,281	34,189	+7.9%	Shares	Sole	2021-11-12
2021-06-30	$3,526,377	31,675	+17.1%	Shares	Sole	2021-08-12
2021-03-31	$2,387,874	27,055	+7.3%	Shares	Sole	2021-05-17
2020-12-31	$2,309,740	25,210	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.