Position in WDAY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,212,447
-$40,761 QoQ
Shares Held
9,904
+2.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#412
of 906 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in WDAY Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Sound View Wealth Advisors Group, LLC holds $9,402,406 across 10 Software - Application names. WDAY ranks #2 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
15,371 | $3,442,335 | |
| 2 | WDAY |
Workday, Inc.
This page
|
9,904 | $1,212,447 | |
| 3 | CRM |
Salesforce, Inc.
|
6,673 | $1,045,392 | |
| 4 | PAYX |
Paychex Inc
|
9,728 | $956,554 | |
| 5 | SHOP |
Shopify Inc.
|
7,354 | $839,679 | |
| 6 | DDOG |
Datadog, Inc.
|
3,170 | $825,341 | |
| 7 | SNOW |
Snowflake Inc.
|
1,364 | $347,138 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
769 | $288,621 |
All Filings in WDAY
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,212,447 | 9,904 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,253,208 | 9,646 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,742,724 | 8,114 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,891,656 | 7,858 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,568,880 | 6,537 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||