Position in WDAY
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$25,984
-$16,972 QoQ
Shares Held
200
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
9 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in WDAY Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026IMA Advisory Services, Inc. holds $7,520,025 across 29 Software - Application names. WDAY ranks #7 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DDOG |
Datadog, Inc.
|
33,892 | $4,000,950 | |
| 2 | CRM |
Salesforce, Inc.
|
6,043 | $1,128,046 | |
| 3 | ADP |
Automatic Data Processing Inc
|
3,763 | $764,566 | |
| 4 | OTEX |
Open Text Corp
|
32,771 | $728,827 | |
| 5 | DOCU |
Docusign, Inc.
|
14,217 | $674,027 | |
| 6 | UBER |
Uber Technologies, Inc
|
1,983 | $142,637 | |
| 7 | WDAY |
Workday, Inc.
This page
|
200 | $25,984 | |
| 8 | INTU |
Intuit Inc.
|
24 | $10,377 |
All Filings in WDAY
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $25,984 | 200 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $42,956 | 200 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $48,146 | 200 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $48,000 | 200 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $46,706 | 200 | Shares | Sole | 2025-05-06 | |
| 2024-09-30 | $48,882 | 200 | Shares | Sole | 2024-11-14 | |
| 2022-12-31 | $242,628 | 1,450 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $220,719 | 1,450 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $202,391 | 1,450 | Shares | Sole | 2022-08-18 | |
| No filing history on record for this holder in this stock. | ||||||