Position in WRD
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$504,751
-$224,169 QoQ
Shares Held
62,392
-25.7% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in WRD Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026LPL Financial LLC holds $1,912,067,731 across 106 Software - Application names. WRD ranks #73 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
1,329,703 | $248,215,659 | |
| 2 | NOW |
ServiceNow, Inc.
|
2,043,851 | $213,684,622 | |
| 3 | UBER |
Uber Technologies, Inc
|
2,790,297 | $200,706,063 | |
| 4 | SHOP |
Shopify Inc.
|
1,465,785 | $173,871,416 | |
| 5 | PAYX |
Paychex Inc
|
1,451,615 | $133,722,773 | |
| 6 | ADP |
Automatic Data Processing Inc
|
655,251 | $133,133,898 | |
| 7 | ADBE |
Adobe Inc.
|
431,085 | $104,788,141 | |
| 8 | INTU |
Intuit Inc.
|
242,272 | $104,753,567 |
All Filings in WRD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $504,751 | 62,392 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $728,920 | 83,977 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $720,908 | 72,819 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $190,120 | 24,127 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $502,809 | 37,053 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||