Position in WDAY
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,795
-$232 QoQ
Shares Held
31
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#822
of 906 holders
Holding Since
Dec 2024
7 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, 2026IMG Wealth Management, Inc. holds $241,357 across 12 Software - Application names. WDAY ranks #6 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
1,683 | $121,445 | |
| 2 | INTU |
Intuit Inc.
|
178 | $46,458 | |
| 3 | ADBE |
Adobe Inc.
|
220 | $45,104 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
43 | $16,138 | |
| 5 | PAYX |
Paychex Inc
|
48 | $4,719 | |
| 6 | WDAY |
Workday, Inc.
This page
|
31 | $3,795 | |
| 7 | ADP |
Automatic Data Processing Inc
|
9 | $2,015 | |
| 8 | NOW |
ServiceNow, Inc.
|
9 | $893 |
All Filings in WDAY
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,795 | 31 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,027 | 31 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $10,953 | 51 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $12,277 | 51 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $12,240 | 51 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $7,239 | 31 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $20,900 | 81 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||