Position in WRD
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$29,086,129
+$28,465,216 QoQ
Shares Held
3,595,319
+4926.0% QoQ
Ownership
1.16%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 97.81304524021374.ToString("F0")%
Shared 0.ToString("F0")%
None 2.1869547597862664.ToString("F0")%
Common Shares in WRD Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026BANK OF AMERICA CORP /DE/ holds $14,891,187,247 across 144 Software - Application names. WRD ranks #52 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
11,724,790 | $2,188,666,545 | |
| 2 | SHOP |
Shopify Inc.
|
11,183,985 | $1,326,644,294 | |
| 3 | UBER |
Uber Technologies, Inc
|
16,333,900 | $1,174,897,422 | |
| 4 | ADP |
Automatic Data Processing Inc
|
5,258,842 | $1,068,491,513 | |
| 5 | INTU |
Intuit Inc.
|
1,768,998 | $764,879,352 | |
| 6 | NOW |
ServiceNow, Inc.
|
7,081,771 | $740,399,154 | |
| 7 | ADBE |
Adobe Inc.
|
2,594,715 | $630,723,319 | |
| 8 | ADSK |
Autodesk, Inc.
|
2,530,850 | $605,885,487 |
All Filings in WRD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,086,129 | 3,595,319 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $620,913 | 71,534 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $13,499,747 | 1,363,611 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $4,686,897 | 594,784 | Shares | Defined | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||