Portside Wealth Group, LLC

Position in WDAY — Workday, Inc.

CIK 1978608 Provo, UT

Position in WDAY

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$352,446

+$14,915 QoQ

Shares Held

2,879

+10.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#584

of 906 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Portside Wealth Group, LLC holds $17,298,579 across 16 Software - Application names. WDAY ranks #11 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SHOP	Shopify Inc.	33,646	$3,841,699
2	CRM	Salesforce, Inc.	19,588	$3,068,655
3	NOW	ServiceNow, Inc.	20,704	$2,055,493
4	ADSK	Autodesk, Inc.	7,805	$1,517,447
5	IDCC	InterDigital, Inc.	3,832	$1,084,953
6	UBER	Uber Technologies, Inc	14,808	$1,068,545
7	ADP	Automatic Data Processing Inc	4,350	$974,182
8	CVLT	Commvault Systems Inc	5,950	$843,292

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$352,446	2,879	+10.8%	Shares	Other	2026-07-14
2026-03-31	$337,531	2,598	+21.1%	Shares	Other	2026-05-12
2025-12-31	$460,702	2,145	-75.4%	Shares	Sole	2026-01-21
2025-09-30	$2,101,091	8,728	-41.4%	Shares	Other	2025-11-05
2025-06-30	$3,571,680	14,882	-1.7%	Shares	Other	2025-08-11
2025-03-31	$3,537,044	15,146	-2.0%	Shares	Other	2025-04-14
2024-12-31	$3,989,401	15,461	-6.4%	Shares	Other	2025-04-14
2024-09-30	$4,036,431	16,515	+55.6%	Shares	Sole	2024-10-31
2024-06-30	$2,372,195	10,611	-4.4%	Shares	Other	2024-07-18
2024-03-31	$3,025,888	11,094	-4.9%	Shares	Other	2024-04-17
2023-12-31	$3,219,411	11,662	-7.9%	Shares	Other	2024-01-16
2023-09-30	$2,720,001	12,660	+1.8%	Shares	Other	2023-10-27
2023-06-30	$2,810,297	12,441	—	Shares	Other	2023-09-01
No filing history on record for this holder in this stock.