Envestnet Portfolio Solutions, Inc.

Position in WDAY — Workday, Inc.

CIK 1998033 BERWYN, PA

Position in WDAY

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$240,188

-$58,498 QoQ

Shares Held

1,962

-14.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#649

of 906 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $58,119,004 across 34 Software - Application names. WDAY ranks #33 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	115,565	$8,339,170
2	CRM	Salesforce, Inc.	43,398	$6,798,730
3	PAYX	Paychex Inc	58,503	$5,752,599
4	NOW	ServiceNow, Inc.	52,800	$5,241,984
5	CDNS	Cadence Design Systems Inc	11,780	$4,421,269
6	ADP	Automatic Data Processing Inc	16,813	$3,765,271
7	SHOP	Shopify Inc.	29,858	$3,409,186
8	FICO	Fair Isaac Corp	1,592	$1,902,089

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$240,188	1,962	-14.7%	Shares	Sole	2026-07-20
2026-03-31	$298,686	2,299	-52.0%	Shares	Sole	2026-04-29
2025-12-31	$1,028,796	4,790	-4.4%	Shares	Sole	2026-02-06
2025-09-30	$1,206,057	5,010	-62.5%	Shares	Sole	2025-10-30
2025-06-30	$3,205,680	13,357	+0.1%	Shares	Sole	2025-07-25
2025-03-31	$3,115,523	13,341	-24.8%	Shares	Sole	2025-04-21
2024-12-31	$4,580,032	17,750	+1.8%	Shares	Sole	2025-02-10
2024-09-30	$4,263,488	17,444	+0.6%	Shares	Sole	2024-10-31
2024-06-30	$3,878,318	17,348	+12.0%	Shares	Sole	2024-07-16
2024-03-31	$4,225,715	15,493	+36.2%	Shares	Sole	2024-05-06
2023-12-31	$3,141,010	11,378	+3.9%	Shares	Sole	2024-02-07
2023-09-30	$2,353,252	10,953	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.