Position in WRD
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$35,752,557
+$11,725,399 QoQ
Shares Held
4,419,352
+59.7% QoQ
Ownership
1.42%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 96.5945233599858.ToString("F0")%
Shared 0.ToString("F0")%
None 3.405476640014192.ToString("F0")%
Common Shares in WRD Over Time
Shares Held
Position Value (USD)
Derivatives in WRD
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$703,021
PutShares
86,900
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Mar 31, 2026UBS Group AG holds $13,319,627,816 across 216 Software - Application names. WRD ranks #60 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
18,071,349 | $1,299,872,128 | |
| 2 | CRM |
Salesforce, Inc.
|
6,813,315 | $1,271,841,506 | |
| 3 | INTU |
Intuit Inc.
|
2,074,550 | $896,993,925 | |
| 4 | MSTR |
Strategy Inc
|
6,311,364 | $787,658,226 | |
| 5 | ADP |
Automatic Data Processing Inc
|
2,971,847 | $603,819,871 | |
| 6 | SHOP |
Shopify Inc.
|
4,730,646 | $561,149,224 | |
| 7 | ADBE |
Adobe Inc.
|
2,162,528 | $525,667,302 | |
| 8 | SNOW |
Snowflake Inc.
|
3,256,071 | $491,080,624 |
All Filings in WRD
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $35,752,557 | 4,419,352 | Shares | Defined | 2026-05-05 | |
| 2026-03-31 | $703,021 | 86,900 | Put | Defined | 2026-05-05 | |
| 2025-12-31 | $24,027,158 | 2,768,106 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $14,481,571 | 1,462,785 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $9,876,720 | 1,253,391 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,630,448 | 193,843 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $709,950 | 50,067 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||