Position in WDAY
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$207,869
-$105,065 QoQ
Shares Held
1,698
+16.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#671
of 906 holders
Holding Since
Mar 2021
21 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, 2026BAKER TILLY WEALTH MANAGEMENT, LLC holds $4,910,422 across 8 Software - Application names. WDAY ranks #8 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
10,106 | $1,153,903 | |
| 2 | ADP |
Automatic Data Processing Inc
|
4,529 | $1,014,269 | |
| 3 | CRM |
Salesforce, Inc.
|
6,290 | $985,391 | |
| 4 | ADSK |
Autodesk, Inc.
|
3,931 | $764,265 | |
| 5 | ROP |
Roper Technologies Inc
|
875 | $296,091 | |
| 6 | FICO |
Fair Isaac Corp
|
208 | $248,514 | |
| 7 | INTU |
Intuit Inc.
|
920 | $240,120 | |
| 8 | WDAY |
Workday, Inc.
This page
|
1,698 | $207,869 |
All Filings in WDAY
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,869 | 1,698 | Shares | Sole | 2026-07-17 | |
| 2025-12-31 | $312,934 | 1,457 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $434,036 | 1,803 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $505,920 | 2,108 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $513,766 | 2,200 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $581,083 | 2,252 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $521,815 | 2,135 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $634,686 | 2,839 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $2,136,996 | 7,835 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,996,189 | 7,231 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,716,651 | 7,990 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $2,820,914 | 12,488 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,295,831 | 6,274 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $950,434 | 5,680 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $686,968 | 4,513 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $657,003 | 4,707 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,010,521 | 4,220 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $968,969 | 3,547 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $774,908 | 3,101 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $584,435 | 2,448 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $541,577 | 2,180 | Shares | Sole | 2021-04-28 | |
| No filing history on record for this holder in this stock. | ||||||