Adero Partners’s Workday WDAY Stock Holding History

Adero Partners’s Portfolio WDAY Stock Details WDAY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$439K	Sell	1,880 -45	-2%	-$11.5K	0.03%	136
2024 Q4	$497K	Buy	1,925 +33	+2%	+$8.43K	0.03%	121
2024 Q3	$462K	Buy	1,892 +29	+2%	+$6.85K	0.03%	131
2024 Q2	$417K	Sell	1,863 -7	-0.4%	-$1.69K	0.03%	132
2024 Q1	$510K	Buy	1,870 +3	+0.2%	+$854	0.04%	113
2023 Q4	$515K	Buy	1,867 +11	+0.6%	+$2.62K	0.04%	104
2023 Q3	$399K	Buy	1,856 +1	+0.1%	+$232	0.04%	121
2023 Q2	$419K	Hold	1,855	–	–	0.04%	112
2023 Q1	$383K	Buy	1,855 +1	+0.1%	+$182	0.04%	117
2022 Q4	$310K	Hold	1,854	–	–	0.04%	127
2022 Q3	$274K	Buy	1,854 +8	+0.4%	+$1.25K	0.03%	126
2022 Q2	$259K	Sell	1,846 -42	-2%	-$7.63K	0.04%	128
2022 Q1	$452K	Buy	1,888 +8	+0.4%	+$1.91K	0.07%	96
2021 Q4	$514K	Buy	1,880 +14	+0.8%	+$3.89K	0.08%	93
2021 Q3	$466K	Hold	1,866	–	–	0.08%	91
2021 Q2	$445K	Buy	1,866 +21	+1%	+$5.05K	0.1%	89
2021 Q1	$458K	Buy	+1,845	New	+$456K	0.2%	71

Other funds holding WDAY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Adero Partners's WDAY Position: Q1 2025 in Review

Adero Partners reduced its Workday (WDAY) stake by 2.3% in Q1 2025, selling an estimated $11.5K and leaving 1,880 shares worth $439K. The position accounts for 0.03% of the portfolio, ranked #136.

Adero Partners first reported a position in WDAY in Q1 2021 and has held it in 17 quarters since. The position peaked at $515K in Q4 2023. 1,144 funds tracked by Wall St. Rank hold WDAY as of Q1 2025.

Adero Partners held 1,880 shares of Workday worth $439K as of Q1 2025.
Adero Partners sold 45 Workday shares in Q1 2025, an estimated $11.5K.
Workday made up 0.03% of Adero Partners's portfolio in Q1 2025, its #136 holding.
Adero Partners first reported a position in Workday in Q1 2021 and has held it in 17 quarters since.
Adero Partners's Workday position peaked at $515K in Q4 2023.
1,144 funds tracked by Wall St. Rank held Workday as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.