Position in WRD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$17,264
+$226 QoQ
Shares Held
2,134
+8.7% QoQ
Ownership
0.001%
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 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, 2026JONES FINANCIAL COMPANIES LLLP holds $992,481,690 across 135 Software - Application names. WRD ranks #81 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
1,856,285 | $194,074,596 | |
| 2 | CRM |
Salesforce, Inc.
|
915,072 | $170,816,489 | |
| 3 | SHOP |
Shopify Inc.
|
749,537 | $88,910,078 | |
| 4 | INTU |
Intuit Inc.
|
157,218 | $67,977,918 | |
| 5 | UBER |
Uber Technologies, Inc
|
914,712 | $65,795,233 | |
| 6 | ADP |
Automatic Data Processing Inc
|
227,919 | $46,308,582 | |
| 7 | TYL |
Tyler Technologies Inc
|
125,215 | $42,871,111 | |
| 8 | ADBE |
Adobe Inc.
|
156,154 | $37,957,913 |
All Filings in WRD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,264 | 2,134 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $17,038 | 1,963 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,326 | 336 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $992 | 126 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||