Position in WDAY
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,884,288
+$587,947 QoQ
Shares Held
15,392
+54.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#342
of 906 holders
Holding Since
Dec 2021
15 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in WDAY Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Sendero Wealth Management, LLC holds $30,229,370 across 10 Software - Application names. WDAY ranks #7 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
61,334 | $9,608,584 | |
| 2 | PAYC |
Paycom Software, Inc.
|
47,214 | $5,933,854 | |
| 3 | UBER |
Uber Technologies, Inc
|
46,162 | $3,331,049 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
7,247 | $2,719,943 | |
| 5 | ADSK |
Autodesk, Inc.
|
10,391 | $2,020,217 | |
| 6 | NOW |
ServiceNow, Inc.
|
19,465 | $1,932,484 | |
| 7 | WDAY |
Workday, Inc.
This page
|
15,392 | $1,884,288 | |
| 8 | SAP |
Sap SE
|
10,241 | $1,578,240 |
All Filings in WDAY
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,884,288 | 15,392 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $1,296,341 | 9,978 | Shares | Other | 2026-04-22 | |
| 2025-12-31 | $1,916,051 | 8,921 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $2,066,666 | 8,585 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,574,640 | 6,561 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,449,987 | 6,209 | Shares | Other | 2025-04-10 | |
| 2024-12-31 | $1,600,560 | 6,203 | Shares | Other | 2025-01-14 | |
| 2024-09-30 | $1,026,522 | 4,200 | Shares | Other | 2024-10-09 | |
| 2024-06-30 | $744,007 | 3,328 | Shares | Other | 2024-07-12 | |
| 2023-06-30 | $232,666 | 1,030 | Shares | Other | 2023-07-20 | |
| 2023-03-31 | $219,965 | 1,065 | Shares | Other | 2023-04-27 | |
| 2022-12-31 | $665,136 | 3,975 | Shares | Other | 2023-02-01 | |
| 2022-09-30 | $293,784 | 1,930 | Shares | Other | 2022-10-27 | |
| 2022-03-31 | $283,760 | 1,185 | Shares | Other | 2022-05-06 | |
| 2021-12-31 | $323,718 | 1,185 | Shares | Other | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||