Position in WDAY
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$33,910
-$2,077 QoQ
Shares Held
277
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#735
of 906 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WDAY Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Financial Perspectives, Inc holds $4,722,876 across 22 Software - Application names. WDAY ranks #12 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
22,676 | $2,589,145 | |
| 2 | UBER |
Uber Technologies, Inc
|
10,188 | $735,166 | |
| 3 | SNOW |
Snowflake Inc.
|
1,281 | $326,014 | |
| 4 | NOW |
ServiceNow, Inc.
|
2,725 | $270,538 | |
| 5 | ZM |
Zoom Communications, Inc.
|
3,018 | $260,483 | |
| 6 | MSTR |
Strategy Inc
|
1,472 | $127,960 | |
| 7 | NICE |
NICE Ltd.
|
635 | $57,689 | |
| 8 | TEAM |
Atlassian Corp
|
718 | $55,853 |
All Filings in WDAY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,910 | 277 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $35,987 | 277 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $59,494 | 277 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $66,682 | 277 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $66,480 | 277 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $64,687 | 277 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $71,474 | 277 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $67,701 | 277 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $61,926 | 277 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $75,551 | 277 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $76,468 | 277 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $59,513 | 277 | Shares | Sole | 2024-01-10 | |
| 2023-06-30 | $62,571 | 277 | Shares | Sole | 2024-01-10 | |
| 2023-03-31 | $57,211 | 277 | Shares | Sole | 2024-01-10 | |
| 2022-12-31 | $46,350 | 277 | Shares | Sole | 2024-01-10 | |
| 2022-09-30 | $42,164 | 277 | Shares | Sole | 2024-01-10 | |
| 2022-06-30 | $38,663 | 277 | Shares | Sole | 2024-01-10 | |
| 2022-03-31 | $66,330 | 277 | Shares | Sole | 2024-01-10 | |
| 2021-12-31 | $75,670 | 277 | Shares | Sole | 2024-01-10 | |
| 2021-09-30 | $69,219 | 277 | Shares | Sole | 2024-01-10 | |
| 2021-06-30 | $66,130 | 277 | Shares | Sole | 2024-01-10 | |
| 2021-03-31 | $277 | 68,815 | Shares | Sole | 2024-01-10 | |
| 2020-12-31 | $66,371 | 277 | Shares | Sole | 2024-01-10 | |
| 2020-09-30 | $59,591 | 277 | Shares | Sole | 2024-01-10 | |
| 2020-06-30 | $51,898 | 277 | Shares | Sole | 2024-01-10 | |
| 2020-03-31 | $36,070 | 277 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||