Concurrent Investment Advisors, LLC

Position in WDAY — Workday, Inc.

CIK 2001015 Tampa, FL

Position in WDAY

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$393,701

+$87,480 QoQ

Shares Held

3,216

+36.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#563

of 905 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $108,241,737 across 29 Software - Application names. WDAY ranks #21 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc.	146,754	$22,990,481
2	UBER	Uber Technologies, Inc	270,930	$19,550,308
3	NOW	ServiceNow, Inc.	124,336	$12,344,077
4	ADP	Automatic Data Processing Inc	38,791	$8,687,244
5	DDOG	Datadog, Inc.	32,533	$8,470,291
6	SHOP	Shopify Inc.	43,078	$4,918,645
7	SNOW	Snowflake Inc.	17,219	$4,382,235
8	INTU	Intuit Inc.	16,232	$4,236,552

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$393,701	3,216	+36.4%	Shares	Sole	2026-07-27
2026-03-31	$306,221	2,357	-50.1%	Shares	Sole	2026-04-21
2025-12-31	$1,015,264	4,727	+68.3%	Shares	Sole	2026-01-29
2025-09-30	$675,969	2,808	-2.9%	Shares	Sole	2025-10-27
2025-06-30	$694,080	2,892	+8.5%	Shares	Sole	2025-07-25
2025-03-31	$622,590	2,666	+23.6%	Shares	Sole	2025-04-29
2024-12-31	$556,570	2,157	+14.8%	Shares	Sole	2025-02-03
2024-09-30	$459,246	1,879	+31.7%	Shares	Sole	2024-10-30
2024-06-30	$319,020	1,427	-4.9%	Shares	Sole	2024-07-30
2024-03-31	$409,397	1,501	+60.7%	Shares	Sole	2024-05-07
2023-12-31	$257,840	934	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.