Position in WRD
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$285,577
+$27,347 QoQ
Shares Held
35,300
+18.7% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in WRD Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Concurrent Investment Advisors, LLC holds $79,892,815 across 29 Software - Application names. WRD ranks #23 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
279,558 | $20,108,606 | |
| 2 | CRM |
Salesforce, Inc.
|
67,317 | $12,566,064 | |
| 3 | ADP |
Automatic Data Processing Inc
|
43,501 | $8,838,532 | |
| 4 | NOW |
ServiceNow, Inc.
|
80,972 | $8,465,622 | |
| 5 | BSY |
Bentley Systems Inc
|
120,235 | $4,222,653 | |
| 6 | SHOP |
Shopify Inc.
|
28,399 | $3,368,689 | |
| 7 | INTU |
Intuit Inc.
|
7,081 | $3,061,681 | |
| 8 | PAYX |
Paychex Inc
|
25,516 | $2,350,533 |
All Filings in WRD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $285,577 | 35,300 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $258,230 | 29,750 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $398,475 | 40,250 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $285,847 | 36,275 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $200,510 | 14,776 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||