Position in WDAY
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$295,399
+$188,348 QoQ
Shares Held
2,413
+450.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#612
of 906 holders
Holding Since
Sep 2023
6 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, 2026JAMISON PRIVATE WEALTH MANAGEMENT, INC. holds $16,542,701 across 8 Software - Application names. WDAY ranks #7 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
30,188 | $6,760,602 | |
| 2 | PAYX |
Paychex Inc
|
51,809 | $5,094,378 | |
| 3 | CRM |
Salesforce, Inc.
|
10,346 | $1,620,804 | |
| 4 | NOW |
ServiceNow, Inc.
|
15,267 | $1,515,707 | |
| 5 | ADBE |
Adobe Inc.
|
3,411 | $699,323 | |
| 6 | UBER |
Uber Technologies, Inc
|
4,533 | $327,101 | |
| 7 | WDAY |
Workday, Inc.
This page
|
2,413 | $295,399 | |
| 8 | SHOP |
Shopify Inc.
|
2,009 | $229,387 |
All Filings in WDAY
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $295,399 | 2,413 | Shares | Sole | 2026-07-16 | |
| 2024-09-30 | $107,051 | 438 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $97,919 | 438 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $117,828 | 432 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $102,694 | 372 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $79,924 | 372 | Shares | Sole | 2024-01-05 | |
| No filing history on record for this holder in this stock. | ||||||