Position in WDAY
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$219,621
-$148,052 QoQ
Shares Held
1,794
-36.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#664
of 906 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in WDAY Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Perigon Wealth Management, LLC holds $32,924,582 across 25 Software - Application names. WDAY ranks #20 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
36,566 | $5,728,429 | |
| 2 | NOW |
ServiceNow, Inc.
|
54,637 | $5,424,361 | |
| 3 | UBER |
Uber Technologies, Inc
|
50,584 | $3,650,141 | |
| 4 | ADP |
Automatic Data Processing Inc
|
12,253 | $2,744,059 | |
| 5 | SNOW |
Snowflake Inc.
|
8,997 | $2,289,736 | |
| 6 | SAP |
Sap SE
|
9,477 | $1,460,500 | |
| 7 | INTU |
Intuit Inc.
|
5,039 | $1,315,179 | |
| 8 | CHYM |
Chime Financial, Inc.
|
57,137 | $1,170,165 |
All Filings in WDAY
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,621 | 1,794 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $367,673 | 2,830 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $436,647 | 2,033 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $428,258 | 1,779 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $442,800 | 1,845 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $425,725 | 1,823 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $418,266 | 1,621 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $389,345 | 1,593 | Shares | Sole | 2024-10-16 | |
| 2023-12-31 | $497,736 | 1,803 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $399,406 | 1,859 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $425,124 | 1,882 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $371,152 | 1,797 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $282,285 | 1,687 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $396,989 | 2,608 | Shares | Sole | 2022-12-13 | |
| 2022-06-30 | $227,934 | 1,633 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $433,662 | 1,811 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $510,027 | 1,867 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $458,298 | 1,834 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $415,885 | 1,742 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $388,296 | 1,563 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $187,854 | 784 | Shares | Sole | 2021-01-28 | |
| 2020-06-30 | $327,880 | 1,750 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $227,885 | 1,750 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||