Position in WDAY
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$748,965
-$339,115 QoQ
Shares Held
6,118
-26.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#477
of 906 holders
Holding Since
Dec 2022
15 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, 2026Sequoia Financial Advisors, LLC holds $99,948,699 across 55 Software - Application names. WDAY ranks #21 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
191,112 | $29,939,605 | |
| 2 | SNOW |
Snowflake Inc.
|
39,598 | $10,077,691 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
16,776 | $6,296,368 | |
| 4 | UBER |
Uber Technologies, Inc
|
61,439 | $4,433,438 | |
| 5 | DT |
Dynatrace, Inc.
|
100,563 | $4,415,721 | |
| 6 | NOW |
ServiceNow, Inc.
|
36,290 | $3,602,871 | |
| 7 | ROP |
Roper Technologies Inc
|
10,295 | $3,483,725 | |
| 8 | ADBE |
Adobe Inc.
|
16,753 | $3,434,700 |
All Filings in WDAY
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $748,965 | 6,118 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,088,080 | 8,375 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,439,026 | 6,700 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,357,235 | 5,638 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $809,280 | 3,372 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $824,827 | 3,532 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $823,889 | 3,193 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $625,934 | 2,561 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $506,586 | 2,266 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $618,597 | 2,268 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $775,176 | 2,808 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $659,804 | 3,071 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $687,835 | 3,045 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $383,131 | 1,855 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $302,197 | 1,806 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||