Position in WDAY
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$343,143
+$95,256 QoQ
Shares Held
2,803
+46.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#588
of 906 holders
Holding Since
Mar 2021
9 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in WDAY Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Baker Avenue Asset Management, LP holds $85,619,022 across 32 Software - Application names. WDAY ranks #27 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
165,795 | $18,930,473 | |
| 2 | UBER |
Uber Technologies, Inc
|
219,694 | $15,853,119 | |
| 3 | NOW |
ServiceNow, Inc.
|
93,072 | $9,240,188 | |
| 4 | CRM |
Salesforce, Inc.
|
41,230 | $6,459,091 | |
| 5 | SNOW |
Snowflake Inc.
|
23,834 | $6,065,753 | |
| 6 | ZM |
Zoom Communications, Inc.
|
55,422 | $4,783,472 | |
| 7 | APPF |
Appfolio Inc
|
27,360 | $4,387,176 | |
| 8 | ADP |
Automatic Data Processing Inc
|
16,549 | $3,706,148 |
All Filings in WDAY
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $343,143 | 2,803 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $247,887 | 1,908 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $216,897 | 901 | Shares | Sole | 2025-10-31 | |
| 2023-09-30 | $72,189 | 336 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $123,335 | 546 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $114,216 | 553 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $91,864 | 549 | Shares | Sole | 2023-02-14 | |
| 2021-06-30 | $5,409,848 | 22,660 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $5,046,855 | 20,315 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||