Position in WDAY
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,488,553
+$1,548,712 QoQ
Shares Held
20,328
+181.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#317
of 906 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WDAY Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026HB Wealth Management, LLC holds $106,600,956 across 42 Software - Application names. WDAY ranks #9 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
282,009 | $32,199,787 | |
| 2 | UBER |
Uber Technologies, Inc
|
151,147 | $10,906,767 | |
| 3 | ADP |
Automatic Data Processing Inc
|
46,647 | $10,446,595 | |
| 4 | U |
Unity Software Inc.
|
274,554 | $7,846,753 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
14,182 | $5,322,788 | |
| 6 | CRM |
Salesforce, Inc.
|
33,897 | $5,310,304 | |
| 7 | DDOG |
Datadog, Inc.
|
16,539 | $4,306,094 | |
| 8 | NOW |
ServiceNow, Inc.
|
38,426 | $3,814,933 |
All Filings in WDAY
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,488,553 | 20,328 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $939,841 | 7,234 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,715,447 | 7,987 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,006,243 | 8,334 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,916,880 | 7,987 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,937,131 | 8,295 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,952,254 | 7,566 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,761,218 | 7,206 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,673,123 | 7,484 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $2,524,846 | 9,257 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,040,635 | 7,392 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,586,237 | 7,383 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,615,339 | 7,151 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,428,430 | 6,916 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $1,129,310 | 6,749 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $999,476 | 6,566 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $876,701 | 6,281 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,379,289 | 5,760 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,458,234 | 5,338 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||