Position in WDAY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$60,949,979
-$8,185,909 QoQ
Shares Held
497,876
-6.4% QoQ
Ownership
0.202%
of shares outstanding
% of Portfolio
1.66%
of 13F equity value
Holder Rank
#61
of 906 holders
Holding Since
Jun 2021
16 quarters on record
Voting authority
Sole 42%
Shared 58%
None 0%
Common Shares in WDAY Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026NZS Capital, LLC holds $733,479,778 across 12 Software - Application names. WDAY ranks #5 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
504,782 | $189,454,780 | |
| 2 | ROP |
Roper Technologies Inc
|
319,087 | $107,975,849 | |
| 3 | SHOP |
Shopify Inc.
|
703,753 | $80,354,517 | |
| 4 | SNOW |
Snowflake Inc.
|
299,061 | $76,111,024 | |
| 5 | WDAY |
Workday, Inc.
This page
|
497,876 | $60,949,979 | |
| 6 | TYL |
Tyler Technologies Inc
|
163,214 | $47,733,566 | |
| 7 | FROG |
JFrog Ltd
|
433,501 | $39,396,570 | |
| 8 | UBER |
Uber Technologies, Inc
|
521,959 | $37,664,561 |
All Filings in WDAY
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,949,979 | 497,876 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $69,135,888 | 532,142 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $104,936,353 | 488,576 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $97,619,385 | 405,514 | Shares | Sole | 2025-11-12 | |
| 2024-03-31 | $88,186,348 | 323,323 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $92,340,689 | 334,495 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $79,768,863 | 371,277 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $102,484,034 | 453,690 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $97,564,539 | 472,376 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $60,661,977 | 362,529 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $55,267,580 | 363,077 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $40,057,087 | 286,983 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $39,847,580 | 166,406 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $44,394,754 | 162,511 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $37,505,740 | 150,089 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $35,987,906 | 150,741 | Shares | Sole | 2021-07-22 | |
| No filing history on record for this holder in this stock. | ||||||