Position in WDAY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,525,598
+$125,840 QoQ
Shares Held
12,462
+15.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#373
of 909 holders
Holding Since
Sep 2020
24 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, 2026Circle Wealth Management, LLC holds $13,301,583 across 10 Software - Application names. WDAY ranks #5 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
12,395 | $3,154,527 | |
| 2 | ZM |
Zoom Communications, Inc.
|
23,813 | $2,055,300 | |
| 3 | SHOP |
Shopify Inc.
|
16,897 | $1,929,299 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
4,446 | $1,668,672 | |
| 5 | WDAY |
Workday, Inc.
This page
|
12,462 | $1,525,598 | |
| 6 | CRM |
Salesforce, Inc.
|
7,224 | $1,131,711 | |
| 7 | SAP |
Sap SE
|
5,629 | $867,485 | |
| 8 | UBER |
Uber Technologies, Inc
|
7,016 | $506,274 |
All Filings in WDAY
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,525,598 | 12,462 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,399,758 | 10,774 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,902,950 | 8,860 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,081,592 | 8,647 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,777,200 | 7,405 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,755,678 | 7,518 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,938,063 | 7,511 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,430,531 | 5,853 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,239,640 | 5,545 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,107,365 | 4,060 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,053,168 | 3,815 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $735,216 | 3,422 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $772,995 | 3,422 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $701,409 | 3,396 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $568,252 | 3,396 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $516,178 | 3,391 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $473,315 | 3,391 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,054,820 | 4,405 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $571,219 | 2,091 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $522,519 | 2,091 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $499,205 | 2,091 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $326,437 | 1,314 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $409,253 | 1,708 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $281,174 | 1,307 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||