Position in WDAY
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,385,525
+$1,458,305 QoQ
Shares Held
27,655
+208.2% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#274
of 906 holders
Holding Since
Dec 2021
5 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in WDAY Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $24,836,848 across 15 Software - Application names. WDAY ranks #3 (13.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROP |
Roper Technologies Inc
|
16,543 | $5,597,985 | |
| 2 | UBER |
Uber Technologies, Inc
|
48,242 | $3,481,142 | |
| 3 | WDAY |
Workday, Inc.
This page
|
27,655 | $3,385,525 | |
| 4 | INTU |
Intuit Inc.
|
12,190 | $3,181,590 | |
| 5 | ADP |
Automatic Data Processing Inc
|
10,474 | $2,345,652 | |
| 6 | ADSK |
Autodesk, Inc.
|
9,668 | $1,879,652 | |
| 7 | SHOP |
Shopify Inc.
|
10,930 | $1,247,987 | |
| 8 | CRM |
Salesforce, Inc.
|
4,979 | $780,010 |
All Filings in WDAY
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,385,525 | 27,655 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $1,927,220 | 8,973 | Shares | Sole | 2026-02-19 | |
| 2023-12-31 | $219,467 | 795 | Shares | Sole | 2024-02-06 | |
| 2022-03-31 | $464,312 | 1,939 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $508,387 | 1,861 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||