Wellspring Financial Advisors, LLC

Position in WDAY — Workday, Inc.

CIK 1811308 CLEVELAND, OH

Position in WDAY

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$258,551

-$42,213 QoQ

Shares Held

2,112

-8.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#631

of 906 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Wellspring Financial Advisors, LLC holds $1,283,257 across 4 Software - Application names. WDAY ranks #3 (20.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc.	3,010	$471,546
2	NOW	ServiceNow, Inc.	3,416	$339,140
3	WDAY	Workday, Inc. This page	2,112	$258,551
4	INTU	Intuit Inc.	820	$214,020

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$258,551	2,112	-8.8%	Shares	Sole	2026-07-20
2026-03-31	$300,764	2,315	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.