Pinnacle Wealth Planning Services, Inc.

Position in WDAY — Workday, Inc.

CIK 1726752 MANSFIELD, OH

Position in WDAY

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$45,295

+$6,060 QoQ

Shares Held

370

+22.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#726

of 906 holders

Holding Since

Dec 2020

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Pinnacle Wealth Planning Services, Inc. holds $7,820,349 across 83 Software - Application names. WDAY ranks #34 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SAP	Sap SE	5,799	$893,683
2	UBER	Uber Technologies, Inc	9,896	$714,095
3	NOW	ServiceNow, Inc.	5,542	$550,209
4	DDOG	Datadog, Inc.	1,894	$493,121
5	CDNS	Cadence Design Systems Inc	1,239	$465,021
6	ADP	Automatic Data Processing Inc	1,542	$345,330
7	SHOP	Shopify Inc.	2,441	$278,713
8	IDCC	InterDigital, Inc.	943	$266,991

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$45,295	370	+22.5%	Shares	Sole	2026-08-07
2026-03-31	$39,235	302	-33.5%	Shares	Sole	2026-05-11
2025-12-31	$97,510	454	-72.1%	Shares	Sole	2026-02-13
2025-06-30	$390,000	1,625	+1.7%	Shares	Sole	2025-08-11
2025-03-31	$373,180	1,598	+6.6%	Shares	Sole	2025-05-15
2024-12-31	$386,786	1,499	+16.7%	Shares	Sole	2025-02-27
2024-09-30	$313,822	1,284	+6.4%	Shares	Sole	2024-11-13
2024-06-30	$269,836	1,207	+7.9%	Shares	Sole	2024-08-09
2024-03-31	$305,207	1,119	+45.9%	Shares	Sole	2024-05-10
2023-12-31	$211,738	767	+3.0%	Shares	Sole	2024-02-08
2021-12-31	$203,518	745	+127.8%	Shares	Sole	2022-01-21
2020-12-31	$78,352	327	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.