Capital Advantage, Inc.

Position in WDAY — Workday, Inc.

CIK 1628896 Walnut Creek, CA

Position in WDAY

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

Position Value

$1,737,262

-$106,432 QoQ

Shares Held

14,191

0.0% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

1.89%

of 13F equity value

Holder Rank

#356

of 906 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Capital Advantage, Inc. holds $3,234,123 across 4 Software - Application names. WDAY ranks #1 (53.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WDAY	Workday, Inc. This page	14,191	$1,737,262
2	ADP	Automatic Data Processing Inc	2,963	$663,563
3	DJCO	Daily Journal Corp	947	$569,326
4	CRM	Salesforce, Inc.	1,685	$263,972

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,737,262	14,191	0.0%	Shares	Sole	2026-07-13
2026-03-31	$1,843,694	14,191	0.0%	Shares	Sole	2026-04-13
2025-12-31	$3,047,942	14,191	-4.3%	Shares	Sole	2026-01-07
2025-09-30	$3,569,544	14,828	0.0%	Shares	Sole	2025-10-22
2025-06-30	$3,558,720	14,828	-14.2%	Shares	Sole	2025-07-11
2025-03-31	$4,034,931	17,278	0.0%	Shares	Sole	2025-04-10
2024-12-31	$4,458,242	17,278	-2.0%	Shares	Sole	2025-02-14
2024-09-30	$4,309,925	17,634	0.0%	Shares	Sole	2024-11-07
2024-06-30	$3,942,257	17,634	0.0%	Shares	Sole	2024-07-12
2024-03-31	$4,809,673	17,634	-12.3%	Shares	Sole	2024-05-14
2023-12-31	$5,552,118	20,112	-1.5%	Shares	Sole	2024-01-23
2023-09-30	$4,385,518	20,412	-8.9%	Shares	Sole	2023-10-30
2023-06-30	$5,062,646	22,412	0.0%	Shares	Sole	2023-08-07
2023-03-31	$4,628,974	22,412	+277.8%	Shares	Sole	2023-05-05
2021-03-31	$1,473,686	5,932	-29.6%	Shares	Sole	2021-04-26
2020-12-31	$2,020,391	8,432	0.0%	Shares	Sole	2021-02-17
2020-09-30	$1,813,976	8,432	-4.3%	Shares	Sole	2020-11-12
2020-06-30	$1,651,016	8,812	-7.4%	Shares	Sole	2020-08-13
2020-03-31	$1,238,652	9,512	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.