Position in WDAY
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$205,053
-$138,595 QoQ
Shares Held
1,675
+4.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#674
of 909 holders
Holding Since
Mar 2020
25 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, 2026Avior Wealth Management, LLC holds $13,021,409 across 13 Software - Application names. WDAY ranks #12 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
19,214 | $4,302,975 | |
| 2 | CRM |
Salesforce, Inc.
|
18,465 | $2,892,726 | |
| 3 | SHOP |
Shopify Inc.
|
12,476 | $1,424,509 | |
| 4 | ADSK |
Autodesk, Inc.
|
4,587 | $891,804 | |
| 5 | MSTR |
Strategy Inc
|
8,764 | $761,854 | |
| 6 | UBER |
Uber Technologies, Inc
|
10,503 | $757,896 | |
| 7 | DT |
Dynatrace, Inc.
|
9,517 | $417,891 | |
| 8 | NOW |
ServiceNow, Inc.
|
3,811 | $378,356 |
All Filings in WDAY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $205,053 | 1,675 | Shares | Sole | 2026-07-07 | |
| 2025-12-31 | $343,648 | 1,600 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $394,797 | 1,640 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $395,280 | 1,647 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $264,823 | 1,134 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $414,137 | 1,605 | Shares | Other | 2025-01-17 | |
| 2024-09-30 | $418,429 | 1,712 | Shares | Other | 2024-11-08 | |
| 2024-06-30 | $382,733 | 1,712 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $544,136 | 1,995 | Shares | Other | 2024-04-30 | |
| 2023-12-31 | $519,820 | 1,883 | Shares | Other | 2024-01-30 | |
| 2023-09-30 | $404,562 | 1,883 | Shares | Other | 2023-10-17 | |
| 2023-06-30 | $425,349 | 1,883 | Shares | Other | 2023-07-19 | |
| 2023-03-31 | $388,914 | 1,883 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $315,082 | 1,883 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $286,630 | 1,883 | Shares | Other | 2022-10-26 | |
| 2022-06-30 | $262,829 | 1,883 | Shares | Other | 2022-08-10 | |
| 2022-03-31 | $460,241 | 1,922 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $578,322 | 2,117 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $529,016 | 2,117 | Shares | Other | 2021-11-02 | |
| 2021-06-30 | $505,411 | 2,117 | Shares | Other | 2021-07-27 | |
| 2021-03-31 | $608,652 | 2,450 | Shares | Other | 2021-05-11 | |
| 2020-12-31 | $587,043 | 2,450 | Shares | Other | 2021-02-09 | |
| 2020-09-30 | $501,468 | 2,331 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $436,736 | 2,331 | Shares | Sole | 2020-07-02 | |
| 2020-03-31 | $208,352 | 1,600 | Shares | Sole | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||