Position in WDAY
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$231,257
+$5,953 QoQ
Shares Held
1,780
+69.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $115,497,164 across 30 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
122,737 | $31,236,566 | |
| 2 | NOW |
ServiceNow, Inc.
|
265,190 | $26,328,063 | |
| 3 | UBER |
Uber Technologies, Inc
|
180,048 | $12,992,263 | |
| 4 | ADP |
Automatic Data Processing Inc
|
36,413 | $8,154,691 | |
| 5 | CRM |
Salesforce, Inc.
|
51,047 | $7,997,023 | |
| 6 | INTU |
Intuit Inc.
|
25,350 | $6,616,350 | |
| 7 | SHOP |
Shopify Inc.
|
51,757 | $5,909,614 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
8,085 | $3,034,462 |
All Filings in WDAY
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $231,257 | 1,780 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $225,304 | 1,049 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $470,145 | 1,953 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $697,920 | 2,908 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $836,270 | 3,581 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,085,532 | 4,207 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,040,453 | 4,257 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,034,859 | 4,629 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||