Florida Trust Wealth Management Co

Position in WDAY — Workday, Inc.

CIK 1651023 SANIBEL, FL

Position in WDAY

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$434,468

-$607,360 QoQ

Shares Held

3,549

-55.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#548

of 906 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Florida Trust Wealth Management Co holds $59,763,472 across 13 Software - Application names. WDAY ranks #13 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc.	93,543	$14,654,445
2	PAYX	Paychex Inc	110,702	$10,885,327
3	UBER	Uber Technologies, Inc	137,089	$9,892,342
4	SAP	Sap SE	33,960	$5,233,574
5	INTU	Intuit Inc.	15,665	$4,088,565
6	ADBE	Adobe Inc.	15,388	$3,154,847
7	ADP	Automatic Data Processing Inc	13,937	$3,121,190
8	NOW	ServiceNow, Inc.	27,816	$2,761,572

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$434,468	3,549	-55.7%	Shares	Sole	2026-07-27
2026-03-31	$1,041,828	8,019	+21.4%	Shares	Sole	2026-05-15
2025-12-31	$1,418,192	6,603	+41.6%	Shares	Sole	2026-01-20
2025-09-30	$1,122,283	4,662	+89.9%	Shares	Sole	2025-10-29
2025-06-30	$589,200	2,455	+110.2%	Shares	Sole	2025-08-13
2025-03-31	$272,763	1,168	0.0%	Shares	Sole	2025-04-15
2024-12-31	$301,379	1,168	+0.5%	Shares	Sole	2025-01-15
2024-09-30	$284,004	1,162	0.0%	Shares	Sole	2024-10-08
2024-06-30	$259,776	1,162	0.0%	Shares	Sole	2024-07-22
2024-03-31	$316,935	1,162	+1.0%	Shares	Sole	2024-05-21
2023-12-31	$317,469	1,150	—	Shares	Sole	2024-02-16
No filing history on record for this holder in this stock.