Ballentine Partners, LLC

Position in WDAY — Workday, Inc.

CIK 1374889 Waltham, MA

Position in WDAY

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$239,941

-$22,366 QoQ

Shares Held

1,960

-2.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#651

of 906 holders

Holding Since

Sep 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Ballentine Partners, LLC holds $30,704,333 across 24 Software - Application names. WDAY ranks #19 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HUBS	Hubspot Inc	30,497	$5,566,007
2	ADP	Automatic Data Processing Inc	19,461	$4,358,289
3	NOW	ServiceNow, Inc.	27,252	$2,705,577
4	CRM	Salesforce, Inc.	15,810	$2,476,792
5	SAP	Sap SE	13,576	$2,092,195
6	CDNS	Cadence Design Systems Inc	4,773	$1,791,401
7	UBER	Uber Technologies, Inc	23,535	$1,698,285
8	PAYX	Paychex Inc	14,458	$1,421,653

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$239,941	1,960	-2.9%	Shares	Other	2026-07-17
2026-03-31	$262,307	2,019	-2.5%	Shares	Sole	2026-05-14
2025-12-31	$444,807	2,071	-9.5%	Shares	Sole	2026-02-03
2025-09-30	$551,030	2,289	-2.3%	Shares	Other	2025-11-03
2025-06-30	$562,560	2,344	+1.0%	Shares	Other	2025-07-15
2025-03-31	$541,788	2,320	+13.4%	Shares	Other	2025-05-01
2024-12-31	$527,929	2,046	+8.1%	Shares	Other	2025-01-16
2024-09-30	$462,423	1,892	+27.0%	Shares	Other	2024-10-23
2024-06-30	$333,103	1,490	-16.7%	Shares	Other	2024-08-06
2024-03-31	$487,675	1,788	+8.2%	Shares	Sole	2024-04-11
2023-12-31	$456,049	1,652	+3.4%	Shares	Sole	2024-01-23
2023-09-30	$343,114	1,597	+2.4%	Shares	Sole	2023-10-19
2023-06-30	$352,161	1,559	+3.8%	Shares	Sole	2023-07-26
2023-03-31	$310,222	1,502	+9.7%	Shares	Sole	2023-04-27
2022-12-31	$229,074	1,369	+44.1%	Shares	Other	2023-01-27
2020-09-30	$204,372	950	—	Shares	Other	2020-10-22
No filing history on record for this holder in this stock.