Position in WDAY
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$239,943
-$1,188 QoQ
Shares Held
1,960
+5.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#650
of 906 holders
Holding Since
Jun 2020
22 quarters on record
Voting authority
Sole 43%
Shared 0%
None 57%
Common Shares in WDAY Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026180 WEALTH ADVISORS, LLC holds $17,367,570 across 15 Software - Application names. WDAY ranks #12 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
27,637 | $7,033,616 | |
| 2 | CRM |
Salesforce, Inc.
|
15,692 | $2,458,308 | |
| 3 | NOW |
ServiceNow, Inc.
|
22,240 | $2,207,987 | |
| 4 | FSLY |
Fastly, Inc.
|
84,718 | $1,555,422 | |
| 5 | SHOP |
Shopify Inc.
|
6,902 | $788,070 | |
| 6 | UBER |
Uber Technologies, Inc
|
8,639 | $623,390 | |
| 7 | NICE |
NICE Ltd.
|
4,813 | $437,261 | |
| 8 | MSTR |
Strategy Inc
|
4,849 | $421,523 |
All Filings in WDAY
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $239,943 | 1,960 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $241,131 | 1,856 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $247,426 | 1,152 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $378,186 | 1,571 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $376,320 | 1,568 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $341,654 | 1,463 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $342,405 | 1,327 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $322,376 | 1,319 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $294,875 | 1,319 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $339,846 | 1,246 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $344,798 | 1,249 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $268,347 | 1,249 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $264,968 | 1,173 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $229,052 | 1,109 | Shares | Sole | 2023-04-07 | |
| 2022-03-31 | $283,041 | 1,182 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $322,898 | 1,182 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $295,369 | 1,182 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $281,951 | 1,181 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $293,395 | 1,181 | Shares | Sole | 2021-05-25 | |
| 2020-12-31 | $298,074 | 1,244 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $267,621 | 1,244 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $219,023 | 1,169 | Shares | Sole | 2020-07-21 | |
| No filing history on record for this holder in this stock. | ||||||