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Capital Advantage, Inc.: WDAY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capital Advantage, Inc. on WDAY, newest first. How the timeline and the estimate are built.

Capital Advantage, Inc. held 14,191 WDAY shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,191 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $1,737,263.

    13F-HR 0002085853-26-000699 filed by Capital Advantage, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 14,191 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $1,843,695.

    13F-HR 0002085853-26-000344 filed by Capital Advantage, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 14,191 shares
    Change vs previous 13F -637 shares

    0.41% of the 13F portfolio, value $3,047,943.

    13F-HR 0002085853-26-000016 filed by Capital Advantage, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 14,828 shares
    Change vs previous 13F 0 shares

    0.54% of the 13F portfolio, value $3,569,545.

    13F-HR 0002085853-25-000139 filed by Capital Advantage, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 14,828 shares
    Change vs previous 13F -2,450 shares

    0.56% of the 13F portfolio, value $3,558,720.

    13F-HR 0001667731-25-000784 filed by Capital Advantage, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 17,278 shares
    Change vs previous 13F 0 shares

    0.81% of the 13F portfolio, value $4,458,243.

    13F-HR 0001667731-25-000396 filed by Capital Advantage, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 17,278 shares
    Change vs previous 13F -356 shares

    0.81% of the 13F portfolio, value $4,458,243.

    13F-HR 0001667731-25-000261 filed by Capital Advantage, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 17,634 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $4,309,926.

    13F-HR 0001628896-24-000006 filed by Capital Advantage, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).