Advisory Research’s Workday WDAY Stock Holding History

Advisory Research’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
2023 Q4	–	Sell	-1,535	Closed	-$330K	–	480
2023 Q3	$330K	Sell	1,535 -32	-2%	-$7.42K	0.05%	352
2023 Q2	$354K	Buy	+1,567	New	+$314K	0.05%	352
2019 Q4	–	Sell	-1,558	Closed	-$265K	–	351
2019 Q3	$265K	Sell	1,558 -303	-16%	-$58.5K	0.01%	295
2019 Q2	$383K	Sell	1,861 -398	-18%	-$80.4K	0.01%	319
2019 Q1	$436K	Sell	2,259 -1,059	-32%	-$193K	0.01%	302
2018 Q4	$530K	Sell	3,318 -1,591	-32%	-$225K	0.01%	288
2018 Q3	$717K	Sell	4,909 -338	-6%	-$47K	0.01%	277
2018 Q2	$636K	Sell	5,247 -260	-5%	-$33.3K	0.01%	295
2018 Q1	$700K	Buy	5,507 +670	+14%	+$82K	0.01%	287
2017 Q4	$492K	Sell	4,837 -14,086	-74%	-$1.5M	0.01%	333
2017 Q3	$1.99M	Sell	18,923 -701	-4%	-$72.3K	0.03%	218
2017 Q2	$1.9M	Buy	19,624 +11,518	+142%	+$1.08M	0.03%	232
2017 Q1	$675K	Buy	+8,106	New	+$673K	0.01%	345

Other funds holding WDAY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Advisory Research's WDAY Position: Q4 2023 in Review

Advisory Research sold out of Workday (WDAY) in Q4 2023, closing a stake of 1,535 shares — an estimated $330K sold.

Advisory Research first reported a position in WDAY in Q1 2017 and held it in 13 quarters. The position peaked at $1.99M in Q3 2017. 1,052 funds tracked by Wall St. Rank hold WDAY as of Q4 2023.

Advisory Research reported no remaining Workday position as of Q4 2023 after selling out during the quarter.
Advisory Research sold 1,535 Workday shares in Q4 2023, an estimated $330K.
Advisory Research first reported a position in Workday in Q1 2017 and held it in 13 quarters.
Advisory Research's Workday position peaked at $1.99M in Q3 2017.
1,052 funds tracked by Wall St. Rank held Workday as of Q4 2023.

Based on Advisory Research's 13F filing for Q4 2023, filed 13 Feb 2024.