Position in WDAY
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$244,472
+$21,140 QoQ
Shares Held
1,997
+16.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#646
of 906 holders
Holding Since
Mar 2026
2 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, 2026Trinity Financial Advisors LLC holds $244,472 across 1 Software - Application name. WDAY ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WDAY |
Workday, Inc.
This page
|
1,997 | $244,472 |
All Filings in WDAY
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $244,472 | 1,997 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $223,332 | 1,719 | Shares | Sole | 2026-04-07 | |
| No filing history on record for this holder in this stock. | ||||||