Position in WDAY
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$3,351,416
-$1,501,752 QoQ
Shares Held
25,796
+14.2% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WDAY Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026GRIMES & Co WEALTH MANAGEMENT, LLC holds $45,211,096 across 10 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
72,567 | $11,368,345 | |
| 2 | ADP |
Automatic Data Processing Inc
|
31,435 | $7,039,868 | |
| 3 | ADBE |
Adobe Inc.
|
32,999 | $6,765,454 | |
| 4 | ADSK |
Autodesk, Inc.
|
23,569 | $4,582,284 | |
| 5 | PAYX |
Paychex Inc
|
44,471 | $4,372,833 | |
| 6 | TEAM |
Atlassian Corp
|
55,062 | $4,283,272 | |
| 7 | ZM |
Zoom Communications, Inc.
|
41,105 | $3,547,772 | |
| 8 | NOW |
ServiceNow, Inc.
|
31,414 | $3,118,781 |
All Filings in WDAY
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,351,416 | 25,796 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $4,853,168 | 22,596 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $6,235,388 | 25,902 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $7,018,800 | 29,245 | Shares | Sole | 2025-07-22 | |
| No filing history on record for this holder in this stock. | ||||||