MILESTONE ASSET MANAGEMENT, LLC

Position in WDAY — Workday, Inc.

CIK 1964722 PITTSBURGH, PA

Position in WDAY

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,170,457

+$543,983 QoQ

Shares Held

9,561

+98.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

#414

of 906 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

MILESTONE ASSET MANAGEMENT, LLC holds $7,063,107 across 6 Software - Application names. WDAY ranks #3 (16.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SHOP	Shopify Inc.	25,514	$2,913,188
2	NOW	ServiceNow, Inc.	11,813	$1,172,794
3	WDAY	Workday, Inc. This page	9,561	$1,170,457
4	ADBE	Adobe Inc.	4,984	$1,021,819
5	CRM	Salesforce, Inc.	4,542	$711,549
6	GRAB	Grab Holdings Ltd	19,443	$73,300

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,170,457	9,561	+98.3%	Shares	Sole	2026-07-15
2026-03-31	$626,474	4,822	—	Shares	Sole	2026-04-15
No filing history on record for this holder in this stock.