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Opes Wealth Management LLC

Position in WDAY — Workday, Inc.

CIK 1766918 MENLO PARK, CA

Position in WDAY

as of Mar 31, 2026 · filed Apr 29, 2026
Position Value
$396,645
-$255,856 QoQ
Shares Held
3,053
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 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 Mar 31, 2026

Opes Wealth Management LLC holds $1,163,365 across 5 Software - Application names. WDAY ranks #1 (34.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 WDAY
Workday, Inc.
This page
3,053 $396,645
5
22,500 $0

All Filings in WDAY

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19 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $396,645 3,053
2025-12-31 $652,501 3,038
2025-09-30 $731,337 3,038
2025-06-30 $730,320 3,043
2025-03-31 $712,032 3,049
2024-12-31 $785,185 3,043
2024-09-30 $743,739 3,043
2024-06-30 $686,999 3,073
2024-03-31 $829,978 3,043
2023-12-31 $840,050 3,043
2023-09-30 $653,788 3,043
2023-06-30 $686,253 3,038
2023-03-31 $627,468 3,038
2022-12-31 $508,348 3,038
2022-09-30 $462,444 3,038
2022-06-30 $425,439 3,048
2022-03-31 $729,874 3,048
2021-12-31 $832,652 3,048
2021-09-30 $761,664 3,048