Position in WDAY
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$56,802
-$168,290 QoQ
Shares Held
464
-50.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#717
of 909 holders
Holding Since
Jun 2020
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WDAY Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Spectrum Wealth Advisory Group, LLC holds $313,738 across 15 Software - Application names. WDAY ranks #2 (18.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TEAM |
Atlassian Corp
|
1,845 | $143,522 | |
| 2 | WDAY |
Workday, Inc.
This page
|
464 | $56,802 | |
| 3 | ADBE |
Adobe Inc.
|
115 | $23,577 | |
| 4 | SNOW |
Snowflake Inc.
|
91 | $23,159 | |
| 5 | SPT |
Sprout Social, Inc.
|
2,940 | $22,197 | |
| 6 | PCTY |
Paylocity Holding Corp
|
150 | $15,679 | |
| 7 | CRM |
Salesforce, Inc.
|
75 | $11,749 | |
| 8 | MSTR |
Strategy Inc
|
67 | $5,824 |
All Filings in WDAY
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $56,802 | 464 | Shares | Sole | 2026-08-06 | |
| 2022-03-31 | $225,092 | 940 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $284,107 | 1,040 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $259,885 | 1,040 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $313,943 | 1,315 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $295,631 | 1,190 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $285,135 | 1,190 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $522,765 | 2,430 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $242,443 | 1,294 | Shares | Sole | 2020-07-15 | |
| No filing history on record for this holder in this stock. | ||||||