Position in WDAY
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$474,132
-$31,256 QoQ
Shares Held
3,873
-0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#539
of 909 holders
Holding Since
Mar 2020
26 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, 2026Waldron Private Wealth LLC holds $4,557,216 across 7 Software - Application names. WDAY ranks #4 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
18,270 | $1,813,845 | |
| 2 | UBER |
Uber Technologies, Inc
|
13,218 | $953,810 | |
| 3 | CRM |
Salesforce, Inc.
|
3,332 | $521,991 | |
| 4 | WDAY |
Workday, Inc.
This page
|
3,873 | $474,132 | |
| 5 | ADP |
Automatic Data Processing Inc
|
1,918 | $429,536 | |
| 6 | IDCC |
InterDigital, Inc.
|
1,234 | $349,382 | |
| 7 | AIFF |
Firefly Neuroscience, Inc.
|
12,000 | $14,520 |
All Filings in WDAY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $474,132 | 3,873 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $505,388 | 3,890 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $831,413 | 3,871 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $945,587 | 3,928 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $928,560 | 3,869 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $920,341 | 3,941 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,213,513 | 4,703 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,202,984 | 4,922 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,021,445 | 4,569 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,275,651 | 4,677 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,294,997 | 4,691 | Shares | Sole | 2024-08-29 | |
| 2023-09-30 | $999,267 | 4,651 | Shares | Sole | 2024-08-29 | |
| 2023-06-30 | $1,054,906 | 4,670 | Shares | Sole | 2024-08-29 | |
| 2023-03-31 | $999,447 | 4,839 | Shares | Sole | 2024-08-29 | |
| 2022-12-31 | $812,721 | 4,857 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $739,332 | 4,857 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $623,503 | 4,467 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,062,484 | 4,437 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,198,440 | 4,387 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,096,267 | 4,387 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,047,352 | 4,387 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,091,104 | 4,392 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,052,367 | 4,392 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $947,647 | 4,405 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $818,013 | 4,366 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $566,196 | 4,348 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||