Abound Wealth Management

Position in WDAY — Workday, Inc.

CIK 1950323 FRANKLIN, TN

Position in WDAY

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$45,907

-$27,887 QoQ

Shares Held

375

-34.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#724

of 905 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Abound Wealth Management holds $850,942 across 34 Software - Application names. WDAY ranks #5 (5.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SHOP	Shopify Inc.	2,541	$290,131
2	CDNS	Cadence Design Systems Inc	470	$176,400
3	MSTR	Strategy Inc	1,057	$91,885
4	CCC	CCC Intelligent Solutions Holdings Inc.	11,799	$60,882
5	WDAY	Workday, Inc. This page	375	$45,907
6	CRM	Salesforce, Inc.	258	$40,418
7	UBER	Uber Technologies, Inc	373	$26,915
8	WK	Workiva Inc	500	$24,255

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$45,907	375	-34.0%	Shares	Sole	2026-07-10
2026-03-31	$73,794	568	-20.1%	Shares	Sole	2026-04-10
2025-12-31	$152,708	711	-17.6%	Shares	Sole	2026-01-12
2025-09-30	$207,749	863	-14.6%	Shares	Sole	2025-10-10
2025-06-30	$242,640	1,011	-9.2%	Shares	Sole	2025-07-14
2025-03-31	$259,918	1,113	-15.7%	Shares	Sole	2025-04-17
2024-12-31	$340,599	1,320	-8.4%	Shares	Sole	2025-01-13
2024-09-30	$352,194	1,441	-8.9%	Shares	Sole	2024-11-04
2024-06-30	$353,448	1,581	-8.7%	Shares	Sole	2024-08-09
2024-03-31	$472,130	1,731	+28750.0%	Shares	Sole	2024-08-08
2023-12-31	$1,656	6	+200.0%	Shares	Sole	2024-08-08
2023-09-30	$429	2	—	Shares	Sole	2024-08-08
No filing history on record for this holder in this stock.