Position in WDAY
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$397,252
-$84,751 QoQ
Shares Held
3,245
-12.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#561
of 906 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WDAY Over Time
Shares Held
Position Value (USD)
Derivatives in WDAY
reported options exposure · as of Sep 30, 2020CallValue
$2,000
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026Kingsview Wealth Management, LLC holds $32,821,117 across 18 Software - Application names. WDAY ranks #15 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
29,366 | $6,576,515 | |
| 2 | SSNC |
SS&C Technologies Holdings Inc
|
80,448 | $4,991,798 | |
| 3 | CRM |
Salesforce, Inc.
|
24,179 | $3,787,882 | |
| 4 | NOW |
ServiceNow, Inc.
|
36,656 | $3,639,207 | |
| 5 | SHOP |
Shopify Inc.
|
26,821 | $3,062,421 | |
| 6 | PAYX |
Paychex Inc
|
29,426 | $2,893,458 | |
| 7 | UBER |
Uber Technologies, Inc
|
24,984 | $1,802,845 | |
| 8 | DDOG |
Datadog, Inc.
|
5,200 | $1,353,872 |
All Filings in WDAY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $397,252 | 3,245 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $482,003 | 3,710 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $866,637 | 4,035 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,019,732 | 4,236 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,090,560 | 4,544 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,049,483 | 4,494 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,256,348 | 4,869 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,242,824 | 5,085 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,127,189 | 5,042 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,353,658 | 4,963 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $899,403 | 3,258 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $831,899 | 3,872 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $871,257 | 3,857 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $610,738 | 2,957 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $464,675 | 2,777 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $370,960 | 2,437 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $353,556 | 2,533 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $515,796 | 2,154 | Shares | Sole | 2024-02-08 | |
| 2021-12-31 | $618,479 | 2,264 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $596,987 | 2,389 | Shares | Sole | 2021-12-03 | |
| 2021-06-30 | $685,183 | 2,870 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $655,358 | 2,638 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $564,041 | 2,354 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $416,276 | 1,935 | Shares | Sole | 2020-11-19 | |
| 2020-09-30 | $2,000 | 100 | Call | Sole | 2020-11-19 | |
| 2020-06-30 | $320,198 | 1,709 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||