Creative Planning

Position in WDAY — Workday, Inc.

CIK 1540235 OVERLAND PARK, KS

Position in WDAY

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$19,881,620

+$10,407,724 QoQ

Shares Held

162,405

+122.7% QoQ

Ownership

0.067%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#117

of 906 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Creative Planning holds $804,282,438 across 108 Software - Application names. WDAY ranks #13 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNOW	Snowflake Inc.	236,839	$60,275,525
2	SHOP	Shopify Inc.	469,832	$53,645,417
3	CRM	Salesforce, Inc.	336,625	$52,735,671
4	NOW	ServiceNow, Inc.	500,297	$49,669,485
5	ADP	Automatic Data Processing Inc	185,212	$41,478,226
6	CDNS	Cadence Design Systems Inc	90,759	$34,063,667
7	PAYX	Paychex Inc	321,743	$31,636,988
8	UBER	Uber Technologies, Inc	420,860	$30,369,257

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,881,620	162,405	+122.7%	Shares	Defined	2026-08-13
2026-03-31	$9,473,896	72,921	+26.6%	Shares	Sole	2026-05-12
2025-12-31	$12,370,039	57,594	-22.4%	Shares	Sole	2026-02-17
2025-09-30	$17,866,738	74,219	+116.7%	Shares	Defined	2025-11-14
2025-06-30	$8,220,480	34,252	-14.9%	Shares	Defined	2025-08-08
2025-03-31	$9,403,085	40,265	+75.4%	Shares	Sole	2025-05-15
2024-12-31	$5,922,820	22,954	+24.8%	Shares	Defined	2025-02-14
2024-09-30	$4,495,677	18,394	-58.8%	Shares	Defined	2024-10-11
2024-06-30	$9,981,280	44,647	+179.3%	Shares	Defined	2024-08-15
2024-03-31	$4,359,635	15,984	+40.6%	Shares	Sole	2024-05-13
2023-12-31	$3,139,077	11,371	+0.9%	Shares	Defined	2024-02-14
2023-09-30	$2,421,144	11,269	+17.8%	Shares	Defined	2023-11-16
2023-06-30	$2,160,411	9,564	-6.4%	Shares	Defined	2023-07-21
2023-03-31	$2,110,425	10,218	+18.0%	Shares	Sole	2023-05-15
2022-12-31	$1,449,077	8,660	+11.4%	Shares	Sole	2023-02-10
2022-09-30	$1,183,358	7,774	+5.5%	Shares	Sole	2022-11-03
2022-06-30	$1,028,983	7,372	+42.0%	Shares	Sole	2022-08-15
2022-03-31	$1,242,797	5,190	-13.1%	Shares	Sole	2022-05-16
2021-12-31	$1,631,704	5,973	+24.5%	Shares	Sole	2022-02-11
2021-09-30	$1,198,722	4,797	+1.2%	Shares	Sole	2021-11-10
2021-06-30	$1,131,150	4,738	-14.1%	Shares	Sole	2021-08-04
2021-03-31	$1,369,594	5,513	+3.8%	Shares	Sole	2021-04-30
2020-12-31	$1,272,089	5,309	+8.7%	Shares	Sole	2021-01-29
2020-09-30	$1,050,694	4,884	-13.2%	Shares	Sole	2020-11-05
2020-06-30	$1,054,649	5,629	+0.7%	Shares	Sole	2020-07-23
2020-03-31	$727,929	5,590	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.