Position in WDAY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$408,148
-$13,182 QoQ
Shares Held
3,334
+2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#557
of 906 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 1%
None 99%
Common Shares in WDAY Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Palumbo Wealth Management LLC holds $9,643,795 across 10 Software - Application names. WDAY ranks #7 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
43,100 | $3,110,096 | |
| 2 | CRM |
Salesforce, Inc.
|
13,718 | $2,149,061 | |
| 3 | NOW |
ServiceNow, Inc.
|
9,720 | $965,001 | |
| 4 | SNOW |
Snowflake Inc.
|
3,312 | $842,904 | |
| 5 | DDOG |
Datadog, Inc.
|
2,598 | $676,415 | |
| 6 | MNDY |
monday.com Ltd.
|
7,855 | $568,623 | |
| 7 | WDAY |
Workday, Inc.
This page
|
3,334 | $408,148 | |
| 8 | PAYX |
Paychex Inc
|
3,394 | $333,732 |
All Filings in WDAY
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $408,148 | 3,334 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $421,330 | 3,243 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $622,862 | 2,900 | Shares | Defined | 2026-01-21 | |
| 2025-09-30 | $611,213 | 2,539 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $476,880 | 1,987 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $472,664 | 2,024 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $400,204 | 1,551 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $272,517 | 1,115 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $222,442 | 995 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $204,017 | 748 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||