VALLEY NATIONAL ADVISERS INC

Position in WDAY — Workday, Inc.

CIK 773411 BETHLEHEM, PA

Position in WDAY

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,346

+$1,345 QoQ

Shares Held

+83.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#854

of 906 holders

Holding Since

Mar 2021

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

VALLEY NATIONAL ADVISERS INC holds $6,888,034 across 26 Software - Application names. WDAY ranks #22 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	8,198	$1,835,942
2	CRM	Salesforce, Inc.	9,449	$1,480,280
3	PAYC	Paycom Software, Inc.	10,016	$1,258,810
4	INTU	Intuit Inc.	3,381	$882,441
5	UBER	Uber Technologies, Inc	8,955	$646,192
6	NOW	ServiceNow, Inc.	3,695	$366,839
7	PAYX	Paychex Inc	1,451	$142,676
8	ADBE	Adobe Inc.	667	$136,748

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,346	11	+83.3%	Shares	Sole	2026-07-29
2025-12-31	$1	6	+20.0%	Shares	Sole	2026-01-23
2025-03-31	$1	5	-92.6%	Shares	Sole	2025-04-25
2024-06-30	$15,202	68	-73.3%	Shares	Sole	2024-07-18
2024-03-31	$69,551	255	+10.4%	Shares	Sole	2024-04-19
2023-12-31	$63,769	231	+32.8%	Shares	Sole	2024-01-25
2023-09-30	$37,383	174	+5.5%	Shares	Sole	2023-11-13
2023-06-30	$37,271	165	+4.4%	Shares	Sole	2023-07-31
2023-03-31	$32,633	158	+83.7%	Shares	Sole	2023-04-26
2022-12-31	$14,390	86	-1.1%	Shares	Sole	2023-01-12
2022-09-30	$13,243	87	-5.4%	Shares	Sole	2022-11-08
2022-06-30	$12,841	92	+240.7%	Shares	Sole	2022-07-15
2022-03-31	$6,465	27	+80.0%	Shares	Sole	2022-05-06
2021-12-31	$4,097	15	0.0%	Shares	Sole	2022-02-11
2021-09-30	$3,748	15	-55.9%	Shares	Sole	2021-11-10
2021-06-30	$8,117	34	+88.9%	Shares	Sole	2021-08-02
2021-03-31	$4,471	18	—	Shares	Sole	2021-05-07
No filing history on record for this holder in this stock.