SVB WEALTH LLC

Position in WDAY — Workday, Inc.

CIK 1626116 BOSTON, MA

Position in WDAY

as of Mar 31, 2026 · filed Apr 17, 2026 Compact

Position Value

$228,266

-$546,229 QoQ

Shares Held

1,757

-51.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2022

15 quarters on record

Voting authority Sole 62% Shared 0% None 38%

Technology · as of Jun 30, 2026

SVB WEALTH LLC holds $3,555,397 across 5 Software - Application names.

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	9,606	$2,151,262
2	TYL	Tyler Technologies Inc	1,832	$535,785
3	PAYX	Paychex Inc	3,728	$366,571
4	CDNS	Cadence Design Systems Inc	677	$254,090
5	INTU	Intuit Inc.	949	$247,689

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$228,266	1,757	-51.3%	Shares	Sole	2026-04-17
2025-12-31	$774,495	3,606	-31.4%	Shares	Sole	2026-02-04
2025-09-30	$1,265,033	5,255	-27.8%	Shares	Sole	2025-11-06
2025-06-30	$1,747,920	7,283	-34.3%	Shares	Sole	2025-08-14
2025-03-31	$2,587,512	11,080	-49.0%	Shares	Sole	2025-05-14
2024-12-31	$5,607,765	21,733	+7.1%	Shares	Sole	2025-02-05
2024-06-30	$4,534,690	20,284	-24.5%	Shares	Sole	2024-08-06
2024-03-31	$7,331,792	26,881	-12.7%	Shares	Sole	2024-05-15
2023-12-31	$8,500,163	30,791	-30.3%	Shares	Sole	2024-01-30
2023-09-30	$9,488,205	44,162	-7.1%	Shares	Sole	2023-10-23
2023-06-30	$10,735,196	47,524	-8.4%	Shares	Sole	2023-07-24
2023-03-31	$10,716,327	51,885	-8.8%	Shares	Sole	2023-05-12
2022-12-31	$9,514,718	56,862	+2.4%	Shares	Sole	2023-02-10
2022-09-30	$8,448,818	55,504	+29.1%	Shares	Sole	2022-11-09
2022-06-30	$6,001,660	42,998	—	Shares	Sole	2022-08-16
No filing history on record for this holder in this stock.