EP Wealth Advisors, LLC

Position in WDAY — Workday, Inc.

CIK 1540569 TORRANCE, CA

Position in WDAY

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$915,579

+$288,845 QoQ

Shares Held

7,479

+55.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#454

of 906 holders

Holding Since

Mar 2022

15 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Technology · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $166,064,763 across 30 Software - Application names. WDAY ranks #13 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNOW	Snowflake Inc.	271,679	$69,142,305
2	ADP	Automatic Data Processing Inc	152,174	$34,079,367
3	CRM	Salesforce, Inc.	133,602	$20,930,089
4	SSNC	SS&C Technologies Holdings Inc	97,461	$6,047,455
5	UBER	Uber Technologies, Inc	81,136	$5,854,773
6	NOW	ServiceNow, Inc.	48,414	$4,806,541
7	CDNS	Cadence Design Systems Inc	11,383	$4,272,267
8	INTU	Intuit Inc.	13,119	$3,424,059

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$915,579	7,479	+55.0%	Shares	Sole	2026-08-12
2026-03-31	$626,734	4,824	-9.9%	Shares	Sole	2026-05-14
2025-12-31	$1,150,361	5,356	-7.9%	Shares	Sole	2026-02-18
2025-06-30	$1,395,120	5,813	+45.0%	Shares	Sole	2025-08-14
2025-03-31	$936,455	4,010	-1.1%	Shares	Sole	2025-05-15
2024-12-31	$1,046,053	4,054	+9.2%	Shares	Sole	2025-02-14
2024-09-30	$907,738	3,714	+51.5%	Shares	Sole	2024-11-15
2024-06-30	$548,169	2,452	-9.2%	Shares	Sole	2024-08-19
2024-03-31	$736,152	2,699	-10.2%	Shares	Sole	2024-05-14
2023-12-31	$829,284	3,004	+4.3%	Shares	Sole	2024-02-28
2023-09-30	$618,768	2,880	-99.6%	Shares	Sole	2023-11-24
2023-06-30	$623,231	649,712	+25692.5%	Shares	Sole	2023-08-14
2023-03-31	$520,274	2,519	-14.6%	Shares	Sole	2023-06-05
2022-12-31	$493,790	2,951	+134.2%	Shares	Sole	2023-06-12
2022-03-31	$301,719	1,260	—	Shares	Sole	2022-05-20
No filing history on record for this holder in this stock.