Position in WDAY
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$590,798
New position
Shares Held
4,826
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#508
of 906 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Software - Application
Technology · as of Jun 30, 2026Annex Advisory Services, LLC holds $42,969,250 across 6 Software - Application names. WDAY ranks #4 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
525,251 | $37,902,112 | |
| 2 | RDVT |
Red Violet, Inc.
|
46,032 | $2,933,159 | |
| 3 | ADP |
Automatic Data Processing Inc
|
2,947 | $659,980 | |
| 4 | WDAY |
Workday, Inc.
This page
|
4,826 | $590,798 | |
| 5 | CRM |
Salesforce, Inc.
|
3,664 | $574,002 | |
| 6 | SHOP |
Shopify Inc.
|
2,708 | $309,199 |
All Filings in WDAY
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $590,798 | 4,826 | Shares | Sole | 2026-07-10 | |
| No filing history on record for this holder in this stock. | ||||||