Merit Financial Group, LLC

Position in WDAY — Workday, Inc.

CIK 1621225 ALPHARETTA, GA

Position in WDAY

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$373,621

-$30,558 QoQ

Shares Held

3,052

-1.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#571

of 906 holders

Holding Since

Jun 2020

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Merit Financial Group, LLC holds $101,620,571 across 61 Software - Application names. WDAY ranks #37 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SHOP	Shopify Inc.	170,910	$19,514,499
2	ADP	Automatic Data Processing Inc	41,514	$9,297,054
3	CDNS	Cadence Design Systems Inc	17,236	$6,469,010
4	ADBE	Adobe Inc.	29,137	$5,973,662
5	CRM	Salesforce, Inc.	30,521	$4,781,415
6	SNOW	Snowflake Inc.	17,079	$4,346,604
7	DDOG	Datadog, Inc.	14,062	$3,661,178
8	PCTY	Paylocity Holding Corp	34,942	$3,652,485

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$373,621	3,052	-1.9%	Shares	Other	2026-07-20
2026-03-31	$404,179	3,111	+9.2%	Shares	Other	2026-04-15
2025-12-31	$612,120	2,850	-37.7%	Shares	Other	2026-01-26
2025-09-30	$1,100,374	4,571	-15.8%	Shares	Other	2025-11-07
2025-06-30	$1,302,240	5,426	+103.5%	Shares	Sole	2025-07-22
2025-03-31	$622,590	2,666	+19.0%	Shares	Sole	2025-04-09
2024-12-31	$577,987	2,240	-30.9%	Shares	Sole	2025-01-15
2024-06-30	$724,334	3,240	+107.0%	Shares	Sole	2024-08-13
2024-03-31	$426,853	1,565	+24.4%	Shares	Sole	2024-05-06
2020-09-30	$270,633	1,258	-41.5%	Shares	Sole	2020-11-10
2020-06-30	$402,824	2,150	—	Shares	Sole	2020-08-13
No filing history on record for this holder in this stock.