Position in WK
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$4,246,177
-$911,818 QoQ
Shares Held
87,532
+1.2% QoQ
Ownership
0.161%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#71
of 301 holders
Holding Since
Mar 2023
10 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, 2026Jefferies Financial Group Inc. holds $273,337,918 across 37 Software - Application names. WK ranks #7 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
577,749 | $129,386,888 | |
| 2 | NOW |
ServiceNow, Inc.
|
372,263 | $36,958,270 | |
| 3 | SNOW |
Snowflake Inc.
|
102,209 | $26,012,190 | |
| 4 | ROP |
Roper Technologies Inc
|
60,927 | $20,617,087 | |
| 5 | MSTR |
Strategy Inc
|
142,533 | $12,390,393 | |
| 6 | FICO |
Fair Isaac Corp
|
5,888 | $7,034,864 | |
| 7 | WK |
Workiva Inc
This page
|
87,532 | $4,246,177 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
11,018 | $4,135,275 |
All Filings in WK
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,246,177 | 87,532 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $5,157,995 | 86,500 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $25,937,013 | 300,719 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $29,853,318 | 346,809 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $11,571,814 | 169,055 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $252,552 | 3,327 | Shares | Defined | 2025-05-08 | |
| 2024-06-30 | $233,640 | 3,201 | Shares | Defined | 2024-08-13 | |
| 2023-09-30 | $574,699 | 5,671 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $792,948 | 7,800 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,737,897 | 16,970 | Shares | Defined | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||