Position in WDAY
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,032,735
+$206,574 QoQ
Shares Held
8,436
+32.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#429
of 906 holders
Holding Since
Jun 2024
9 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, 2026YHB Investment Advisors, Inc. holds $15,754,515 across 8 Software - Application names. WDAY ranks #5 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
56,350 | $5,594,428 | |
| 2 | INTU |
Intuit Inc.
|
19,359 | $5,052,699 | |
| 3 | PAYX |
Paychex Inc
|
16,271 | $1,599,927 | |
| 4 | SAP |
Sap SE
|
6,816 | $1,050,413 | |
| 5 | WDAY |
Workday, Inc.
This page
|
8,436 | $1,032,735 | |
| 6 | ADP |
Automatic Data Processing Inc
|
3,916 | $876,988 | |
| 7 | SHOP |
Shopify Inc.
|
2,734 | $312,168 | |
| 8 | ADBE |
Adobe Inc.
|
1,147 | $235,157 |
All Filings in WDAY
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,032,735 | 8,436 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $826,161 | 6,359 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,219,735 | 5,679 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,408,992 | 5,853 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,004,880 | 4,187 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $976,155 | 4,180 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,085,274 | 4,206 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $721,987 | 2,954 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $522,683 | 2,338 | Shares | Sole | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||