Position in WDAY
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$1,101
-$68 QoQ
Shares Held
9
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#863
of 906 holders
Holding Since
Dec 2020
21 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, 2026JFS WEALTH ADVISORS, LLC holds $1,422,334 across 54 Software - Application names. WDAY ranks #29 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
1,639 | $367,054 | |
| 2 | INTU |
Intuit Inc.
|
812 | $211,932 | |
| 3 | ROP |
Roper Technologies Inc
|
468 | $158,366 | |
| 4 | IDCC |
InterDigital, Inc.
|
456 | $129,107 | |
| 5 | DDOG |
Datadog, Inc.
|
369 | $96,072 | |
| 6 | CRM |
Salesforce, Inc.
|
590 | $92,429 | |
| 7 | SHOP |
Shopify Inc.
|
605 | $69,078 | |
| 8 | UBER |
Uber Technologies, Inc
|
832 | $60,037 |
All Filings in WDAY
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,101 | 9 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $1,169 | 9 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $10,309 | 48 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $6,018 | 25 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $8,160 | 34 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $10,742 | 46 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $7,998 | 31 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $9,043 | 37 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $6,483 | 29 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $27,275 | 100 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $8,005 | 29 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $6,660 | 31 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $6,324 | 28 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $5,783 | 28 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $4,685 | 28 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,262 | 28 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $2,931 | 21 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $5,268 | 22 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $3,278 | 12 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $1,499 | 6 | Shares | Sole | 2021-11-09 | |
| 2020-12-31 | $12,220 | 51 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||