Position in WDAY
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$589,941
+$64,285 QoQ
Shares Held
4,819
+19.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#509
of 906 holders
Holding Since
Sep 2020
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WDAY Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $159,160,325 across 44 Software - Application names. WDAY ranks #22 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
285,921 | $28,386,236 | |
| 2 | NAVN |
Navan, Inc.
|
830,393 | $18,991,087 | |
| 3 | SNOW |
Snowflake Inc.
|
70,211 | $17,868,699 | |
| 4 | UBER |
Uber Technologies, Inc
|
186,774 | $13,477,611 | |
| 5 | CRM |
Salesforce, Inc.
|
79,316 | $12,425,644 | |
| 6 | ADP |
Automatic Data Processing Inc
|
41,538 | $9,302,435 | |
| 7 | INTU |
Intuit Inc.
|
29,044 | $7,580,484 | |
| 8 | ROP |
Roper Technologies Inc
|
21,314 | $7,212,444 |
All Filings in WDAY
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $589,941 | 4,819 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $525,656 | 4,046 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $7,482,076 | 34,836 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $11,112,096 | 46,160 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $12,116,160 | 50,484 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $11,747,493 | 50,304 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $12,425,692 | 48,156 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $12,306,287 | 50,351 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $12,073,134 | 54,004 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $7,150,686 | 26,217 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $759,441 | 2,751 | Shares | Defined | 2024-02-14 | |
| 2021-06-30 | $231,577 | 970 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $243,709 | 981 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $503,181 | 2,100 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $5,856,914 | 27,225 | Shares | Defined | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||