Position in WDAY
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$391,866
+$83,047 QoQ
Shares Held
3,201
+34.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#564
of 906 holders
Holding Since
Dec 2021
19 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, 2026Crestwood Advisors Group, LLC holds $52,284,099 across 28 Software - Application names. WDAY ranks #20 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
86,290 | $13,518,191 | |
| 2 | NOW |
ServiceNow, Inc.
|
109,409 | $10,862,125 | |
| 3 | SHOP |
Shopify Inc.
|
46,910 | $5,356,183 | |
| 4 | INTU |
Intuit Inc.
|
17,055 | $4,451,355 | |
| 5 | ROP |
Roper Technologies Inc
|
10,183 | $3,445,825 | |
| 6 | KVYO |
Klaviyo, Inc.
|
128,408 | $1,938,960 | |
| 7 | ADP |
Automatic Data Processing Inc
|
6,428 | $1,439,550 | |
| 8 | ADBE |
Adobe Inc.
|
6,654 | $1,364,203 |
All Filings in WDAY
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $391,866 | 3,201 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $308,819 | 2,377 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $211,128 | 983 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,010,103 | 4,196 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,024,080 | 4,267 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,031,735 | 4,418 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,075,985 | 4,170 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $852,013 | 3,486 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $766,810 | 3,430 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $942,896 | 3,457 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $948,818 | 3,437 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $738,224 | 3,436 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $791,066 | 3,502 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $707,192 | 3,424 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $572,937 | 3,424 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $521,201 | 3,424 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $511,141 | 3,662 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $876,902 | 3,662 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $1,000,385 | 3,662 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||