Position in WDAY
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,227,015
-$117,786 QoQ
Shares Held
10,023
-3.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#406
of 906 holders
Holding Since
Sep 2021
20 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, 2026MISSION WEALTH MANAGEMENT, LP holds $37,641,380 across 27 Software - Application names. WDAY ranks #11 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
37,028 | $8,292,420 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
12,056 | $4,524,857 | |
| 3 | CRM |
Salesforce, Inc.
|
17,471 | $2,737,006 | |
| 4 | SHOP |
Shopify Inc.
|
23,152 | $2,643,495 | |
| 5 | NOW |
ServiceNow, Inc.
|
26,193 | $2,600,441 | |
| 6 | INTU |
Intuit Inc.
|
8,949 | $2,335,689 | |
| 7 | APPF |
Appfolio Inc
|
14,067 | $2,255,643 | |
| 8 | ADBE |
Adobe Inc.
|
7,340 | $1,504,846 |
All Filings in WDAY
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,227,015 | 10,023 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,344,801 | 10,351 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,402,099 | 11,184 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,729,396 | 11,338 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,416,720 | 5,903 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,373,623 | 5,882 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,472,061 | 5,705 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,386,049 | 5,671 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,279,881 | 5,725 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,480,213 | 5,427 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,890,458 | 6,848 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,417,365 | 6,597 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,452,020 | 6,428 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $974,249 | 4,717 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $775,574 | 4,635 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $544,186 | 3,575 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $449,726 | 3,222 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $407,082 | 1,700 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $317,435 | 1,162 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $288,373 | 1,154 | Shares | Sole | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||