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 $5.7T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co

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

Janus Henderson Group

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Viking Global Investors

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return