Position in WDAY
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$136,250
-$33,160 QoQ
Shares Held
1,113
-14.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#687
of 906 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WDAY Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $22,305,044 across 136 Software - Application names. WDAY ranks #32 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSTR |
Strategy Inc
|
43,674 | $3,796,577 | |
| 2 | SSNC |
SS&C Technologies Holdings Inc
|
47,035 | $2,918,518 | |
| 3 | CRM |
Salesforce, Inc.
|
6,808 | $1,066,536 | |
| 4 | SNOW |
Snowflake Inc.
|
3,819 | $971,933 | |
| 5 | NOW |
ServiceNow, Inc.
|
8,806 | $874,254 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
2,255 | $846,341 | |
| 7 | ADP |
Automatic Data Processing Inc
|
3,764 | $842,942 | |
| 8 | UBER |
Uber Technologies, Inc
|
11,176 | $806,454 |
All Filings in WDAY
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $136,250 | 1,113 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $169,410 | 1,304 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $278,567 | 1,297 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $368,313 | 1,530 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $464,160 | 1,934 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $358,466 | 1,535 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $250,802 | 972 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $219,966 | 900 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $249,937 | 1,118 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $169,649 | 622 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $199,036 | 721 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $139,007 | 647 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $125,141 | 554 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $123,716 | 599 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $102,237 | 611 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $92,092 | 605 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $4,187 | 30 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $12,930 | 54 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $4,097 | 15 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||