Position in WDAY
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$933,697
-$86,045 QoQ
Shares Held
7,627
-2.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#449
of 906 holders
Holding Since
Mar 2022
15 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, 2026NewEdge Wealth, LLC holds $118,926,532 across 30 Software - Application names. WDAY ranks #21 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
484,707 | $48,121,710 | |
| 2 | UBER |
Uber Technologies, Inc
|
273,130 | $19,709,060 | |
| 3 | SHOP |
Shopify Inc.
|
58,253 | $6,651,327 | |
| 4 | IDCC |
InterDigital, Inc.
|
17,298 | $4,897,582 | |
| 5 | SNOW |
Snowflake Inc.
|
14,516 | $3,694,322 | |
| 6 | ADEA |
Adeia Inc.
|
101,185 | $3,332,022 | |
| 7 | SAP |
Sap SE
|
20,662 | $3,184,220 | |
| 8 | YOU |
Clear Secure, Inc.
|
51,324 | $2,860,286 |
All Filings in WDAY
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $933,697 | 7,627 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,019,742 | 7,849 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,594,542 | 12,080 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $22,773,539 | 94,602 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $21,782,640 | 90,761 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,393,239 | 5,966 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,793,824 | 6,952 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,606,751 | 6,574 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,059,897 | 4,741 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,301,290 | 4,771 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,016,728 | 3,683 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $987,880 | 4,598 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,049,259 | 4,645 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $345,128 | 1,671 | Shares | Sole | 2023-05-08 | |
| 2022-03-31 | $213,837 | 893 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||