Position in WDAY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$513,551
-$896,990 QoQ
Shares Held
4,195
-61.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#529
of 906 holders
Holding Since
Jun 2020
19 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in WDAY Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026NewEdge Advisors, LLC holds $145,470,364 across 86 Software - Application names. WDAY ranks #32 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
94,658 | $21,198,659 | |
| 2 | UBER |
Uber Technologies, Inc
|
255,446 | $18,432,983 | |
| 3 | NOW |
ServiceNow, Inc.
|
150,324 | $14,924,166 | |
| 4 | CRM |
Salesforce, Inc.
|
90,082 | $14,112,246 | |
| 5 | SHOP |
Shopify Inc.
|
88,161 | $10,066,222 | |
| 6 | INTU |
Intuit Inc.
|
26,904 | $7,021,944 | |
| 7 | SNOW |
Snowflake Inc.
|
26,076 | $6,636,342 | |
| 8 | MSTR |
Strategy Inc
|
73,145 | $6,205,575 |
All Filings in WDAY
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $513,551 | 4,195 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,410,541 | 10,857 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $1,182,578 | 5,506 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,946,542 | 8,086 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,583,280 | 6,597 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,166,949 | 4,997 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,305,889 | 5,061 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,095,201 | 4,481 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $875,684 | 3,917 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $2,371,834 | 8,696 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,553,002 | 9,248 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,586,667 | 7,385 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $22,137 | 98 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $19,621 | 95 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $87,011 | 520 | Shares | Sole | 2023-02-14 | |
| 2021-12-31 | $417,145 | 1,527 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $237,145 | 949 | Shares | Sole | 2021-10-29 | |
| 2020-12-31 | $317,004 | 1,323 | Shares | Sole | 2021-01-27 | |
| 2020-06-30 | $310,080 | 1,655 | Shares | Sole | 2020-07-29 | |
| No filing history on record for this holder in this stock. | ||||||