Independent Advisor Alliance

Position in WDAY — Workday, Inc.

CIK 1696899 CHARLOTTE, NC

Position in WDAY

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$260,019

-$213,355 QoQ

Shares Held

2,124

-3.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#630

of 906 holders

Holding Since

Dec 2021

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Independent Advisor Alliance holds $59,983,238 across 24 Software - Application names. WDAY ranks #19 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MITK	Mitek Systems Inc	1,137,006	$22,887,930
2	NOW	ServiceNow, Inc.	70,036	$6,953,173
3	UBER	Uber Technologies, Inc	61,837	$4,462,157
4	MSTR	Strategy Inc	50,569	$4,179,177
5	CRM	Salesforce, Inc.	21,886	$3,428,659
6	DSGX	Descartes Systems Group Inc	38,515	$2,666,778
7	ADBE	Adobe Inc.	11,618	$2,381,922
8	ADP	Automatic Data Processing Inc	9,764	$2,186,647

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$260,019	2,124	-3.6%	Shares	Sole	2026-08-12
2025-12-31	$473,374	2,204	-8.8%	Shares	Sole	2026-02-04
2025-09-30	$581,844	2,417	-1.9%	Shares	Sole	2025-11-04
2025-06-30	$591,120	2,463	+0.9%	Shares	Sole	2025-08-11
2025-03-31	$569,813	2,440	-5.4%	Shares	Sole	2025-05-12
2024-12-31	$665,459	2,579	+60.8%	Shares	Sole	2025-02-07
2024-09-30	$392,033	1,604	+4.2%	Shares	Sole	2024-11-13
2024-06-30	$344,282	1,540	+20.0%	Shares	Sole	2024-08-12
2024-03-31	$349,938	1,283	0.0%	Shares	Sole	2024-05-08
2023-12-31	$354,184	1,283	+1.6%	Shares	Sole	2024-02-08
2023-09-30	$271,355	1,263	-13.2%	Shares	Sole	2023-10-24
2023-06-30	$328,669	1,455	+42.8%	Shares	Sole	2023-07-28
2023-03-31	$210,464	1,019	+7.0%	Shares	Sole	2023-05-12
2022-03-31	$227,965	952	+1.4%	Shares	Sole	2022-05-06
2021-12-31	$256,516	939	—	Shares	Sole	2022-02-11
No filing history on record for this holder in this stock.