WDAYLeader
Workday
P1 RecordsP2 State machineP3 Ownership
P1 P2 P3 P4 P5
Shares
1.6420
Cost
$127.89
$210.00
Latest
$135.40
$222.33
P&L$12.33 · +5.87%
16 signals · last 14d · P3 Ownership · highest conviction+8−5
Portfolio›Bucket 06
HRIS & payroll
People records, ownership, approvals, history. Compliance moat plus the most-touched record in any company.
$510.69 current · $475.00 cost
HRIS & payroll
PAYCChallenger
Paycom
P1 RecordsP2 State machine
P1 P2 P3 P4 P5
Shares
1.2478
Cost
$132.23
$165.00
Latest
$139.21
$173.71
P&L$8.71 · +5.28%
1 signal · last 14d
ADPDark Horse
ADP
P1 RecordsP3 Ownership
P1 P2 P3 P4 P5
Shares
0.4732
Cost
$211.32
$100.00
Latest
$242.27
$114.65
P&L$14.65 · +14.65%
3 signals · last 14d