Position in WRD
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$33,524
New position
Shares Held
4,144
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Position in Software - Application
Technology · as of Mar 31, 2026Blue Trust, Inc. holds $14,514,853 across 73 Software - Application names. WRD ranks #42 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
9,914 | $1,850,646 | |
| 2 | SNOW |
Snowflake Inc.
|
7,015 | $1,058,001 | |
| 3 | INTU |
Intuit Inc.
|
2,212 | $956,424 | |
| 4 | ADBE |
Adobe Inc.
|
3,888 | $945,094 | |
| 5 | ADP |
Automatic Data Processing Inc
|
4,089 | $830,802 | |
| 6 | SHOP |
Shopify Inc.
|
5,314 | $630,346 | |
| 7 | SAP |
Sap SE
|
3,523 | $603,171 | |
| 8 | NOW |
ServiceNow, Inc.
|
5,434 | $568,124 |
All Filings in WRD
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $33,524 | 4,144 | Shares | Sole | 2026-04-20 | |
| No filing history on record for this holder in this stock. | ||||||