Position in WDAY
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$856
-$573 QoQ
Shares Held
7
-36.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#868
of 906 holders
Holding Since
Dec 2022
6 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, 2026Beaird Harris Wealth Management, LLC holds $3,903,149 across 23 Software - Application names. WDAY ranks #19 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSTR |
Strategy Inc
|
42,138 | $3,663,056 | |
| 2 | CRM |
Salesforce, Inc.
|
592 | $92,742 | |
| 3 | TYL |
Tyler Technologies Inc
|
107 | $31,293 | |
| 4 | SAP |
Sap SE
|
170 | $26,198 | |
| 5 | SHOP |
Shopify Inc.
|
186 | $21,237 | |
| 6 | OTEX |
Open Text Corp
|
618 | $13,688 | |
| 7 | UBER |
Uber Technologies, Inc
|
160 | $11,545 | |
| 8 | FIG |
Figma, Inc.
|
560 | $10,130 |
All Filings in WDAY
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $856 | 7 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,429 | 11 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,362 | 11 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $2,648 | 11 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,680 | 7 | Shares | Sole | 2025-08-14 | |
| 2022-12-31 | $9,035 | 54 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||