Position in WDAY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$163,057,074
+$78,219,574 QoQ
Shares Held
1,331,948
+104.0% QoQ
Ownership
0.539%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
#34
of 906 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in WDAY Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Select Equity Group, L.P. holds $744,965,240 across 11 Software - Application names. WDAY ranks #2 (21.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
|
2,320,215 | $228,146,740 | |
| 2 | WDAY |
Workday, Inc.
This page
|
1,331,948 | $163,057,074 | |
| 3 | CRM |
Salesforce, Inc.
|
828,563 | $129,802,679 | |
| 4 | DSGX |
Descartes Systems Group Inc
|
1,290,947 | $89,385,170 | |
| 5 | SHOP |
Shopify Inc.
|
291,826 | $33,320,692 | |
| 6 | ADEA |
Adeia Inc.
|
803,196 | $26,449,244 | |
| 7 | ALKT |
Alkami Technology, Inc.
|
1,450,006 | $26,274,108 | |
| 8 | ALRM |
Alarm.com Holdings, Inc.
|
462,015 | $21,585,340 |
All Filings in WDAY
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $163,057,074 | 1,331,948 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $84,837,500 | 652,998 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $156,297,339 | 727,709 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $175,323,177 | 728,298 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $160,561,680 | 669,007 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $119,128,090 | 510,119 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $127,632,733 | 494,643 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $97,931,420 | 400,685 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $32,397,644 | 144,917 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $40,049,246 | 146,835 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $63,817,894 | 231,174 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $68,249,680 | 317,662 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $72,953,886 | 322,962 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $59,972,606 | 290,368 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $32,045,200 | 191,509 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||