PDS Planning, Inc

Position in WDAY — Workday, Inc.

CIK 838618 DUBLIN, OH

Position in WDAY

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$219,988

-$44,788 QoQ

Shares Held

1,797

-11.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#663

of 906 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

PDS Planning, Inc holds $9,756,082 across 16 Software - Application names. WDAY ranks #14 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOW	ServiceNow, Inc.	18,902	$1,876,590
2	ADP	Automatic Data Processing Inc	5,391	$1,207,314
3	SHOP	Shopify Inc.	9,535	$1,088,706
4	CDNS	Cadence Design Systems Inc	2,035	$763,776
5	SAP	Sap SE	4,955	$763,615
6	DDOG	Datadog, Inc.	2,590	$674,332
7	UBER	Uber Technologies, Inc	9,118	$657,954
8	ADBE	Adobe Inc.	3,021	$619,365

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$219,988	1,797	-11.8%	Shares	Sole	2026-08-05
2026-03-31	$264,776	2,038	+0.1%	Shares	Sole	2026-04-22
2025-12-31	$437,077	2,035	+17.5%	Shares	Sole	2026-01-26
2025-09-30	$416,944	1,732	+3.1%	Shares	Sole	2025-10-21
2025-06-30	$403,200	1,680	+26.8%	Shares	Sole	2025-07-24
2025-03-31	$309,427	1,325	+12.3%	Shares	Sole	2025-04-24
2024-12-31	$304,475	1,180	+1.0%	Shares	Sole	2025-02-10
2024-09-30	$285,470	1,168	+13.3%	Shares	Sole	2024-10-30
2024-06-30	$230,490	1,031	-1.9%	Shares	Sole	2024-08-08
2024-03-31	$286,660	1,051	+1.3%	Shares	Sole	2024-05-01
2023-12-31	$286,550	1,038	-3.5%	Shares	Sole	2024-02-01
2023-09-30	$231,178	1,076	+1.0%	Shares	Sole	2023-10-23
2023-06-30	$240,572	1,065	—	Shares	Sole	2023-07-21
No filing history on record for this holder in this stock.