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Advisor OS’s Workday WDAY Stock Holding History

Advisor OS’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
Q3 		– Sell
-2,815
Closed -$676K – 514
2025
Q2 		$676K Sell
2,815
-83
-3% -$20.2K 0.07% 203
2025
Q1 		$677K Buy
2,898
+129
+5% +$32.9K 0.08% 181
2024
Q4 		$714K Sell
2,769
-800
-22% -$204K 0.08% 166
2024
Q3 		$872K Sell
3,569
-83
-2% -$19.6K 0.09% 176
2024
Q2 		$816K Buy
3,652
+1,851
+103% +$446K 0.09% 183
2024
Q1 		$491K Buy
+1,801
New +$513K 0.06% 238

Other funds holding WDAY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Advisor OS's WDAY Position: Q3 2025 in Review

Advisor OS sold out of Workday (WDAY) in Q3 2025, closing a stake of 2,815 shares — an estimated $676K sold.

Advisor OS first reported a position in WDAY in Q1 2024 and held it in 6 quarters. The position peaked at $872K in Q3 2024. 1,097 funds tracked by Wall St. Rank hold WDAY as of Q3 2025.

  • Advisor OS reported no remaining Workday position as of Q3 2025 after selling out during the quarter.
  • Advisor OS sold 2,815 Workday shares in Q3 2025, an estimated $676K.
  • Advisor OS first reported a position in Workday in Q1 2024 and held it in 6 quarters.
  • Advisor OS's Workday position peaked at $872K in Q3 2024.
  • 1,097 funds tracked by Wall St. Rank held Workday as of Q3 2025.

Based on Advisor OS's 13F filing for Q3 2025, filed 12 Nov 2025.