Position in WLTH
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$5,487,793
+$280,051 QoQ
Shares Held
593,275
+54.8% QoQ
Ownership
0.397%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 45%
Shared 0%
None 55%
Common Shares in WLTH Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026KENNEDY CAPITAL MANAGEMENT LLC holds $110,274,273 across 19 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FROG |
JFrog Ltd
|
158,758 | $14,427,927 | |
| 2 | UPBD |
Upbound Group, Inc.
|
651,996 | $13,835,355 | |
| 3 | NCNO |
nCino, Inc.
|
632,476 | $10,340,982 | |
| 4 | ADEA |
Adeia Inc.
|
249,306 | $8,209,646 | |
| 5 | RDVT |
Red Violet, Inc.
|
125,089 | $7,970,671 | |
| 6 | RMNI |
Rimini Street, Inc.
|
1,822,461 | $7,763,683 | |
| 7 | PAR |
Par Technology Corp
|
408,379 | $7,113,962 | |
| 8 | DHX |
Dhi Group, Inc.
|
1,837,333 | $6,816,505 |
All Filings in WLTH
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,487,793 | 593,275 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $5,207,742 | 383,204 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||