Cornerstone Planning Group LLC

Position in WK — Workiva Inc

CIK 1822587 FAIRFIELD, NJ

Position in WK

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$145

-$3,477 QoQ

Shares Held

-92.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#299

of 305 holders

Holding Since

Dec 2022

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Cornerstone Planning Group LLC holds $1,086,248 across 54 Software - Application names. WK ranks #54 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOW	ServiceNow, Inc.	1,244	$123,504
2	UBER	Uber Technologies, Inc	1,624	$117,187
3	ADP	Automatic Data Processing Inc	447	$100,105
4	DDOG	Datadog, Inc.	282	$73,421
5	PAYX	Paychex Inc	657	$64,602
6	CRM	Salesforce, Inc.	376	$58,904
7	MSTR	Strategy Inc	635	$55,200
8	INTU	Intuit Inc.	202	$52,722

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$145	3	-92.9%	Shares	Sole	2026-07-29
2025-12-31	$3,622	42	-70.2%	Shares	Sole	2026-02-02
2025-09-30	$12,137	141	+235.7%	Shares	Sole	2025-11-04
2025-06-30	$2,874	42	-17.6%	Shares	Sole	2025-08-11
2025-03-31	$3,871	51	+21.4%	Shares	Sole	2025-04-30
2024-12-31	$4,599	42	0.0%	Shares	Sole	2025-01-29
2024-09-30	$3,323	42	0.0%	Shares	Sole	2024-11-05
2024-06-30	$3,065	42	-67.7%	Shares	Sole	2024-08-13
2024-03-31	$11,024	130	-28.6%	Shares	Sole	2024-05-07
2023-12-31	$18,478	182	0.0%	Shares	Sole	2024-02-12
2023-09-30	$18,443	182	-30.5%	Shares	Sole	2023-11-08
2023-06-30	$26,634	262	-33.8%	Shares	Sole	2023-08-15
2022-12-31	$33,252	396	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.