AllSquare Wealth Management’s Workday WDAY Stock Holding History

AllSquare Wealth Management’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	$60.7K	Hold	252	–	–	0.03%	217
2025 Q2	$60.5K	Hold	252	–	–	0.03%	207
2025 Q1	$58.9K	Hold	252	–	–	0.03%	197
2024 Q4	$65K	Buy	252 +41	+19%	+$10.5K	0.04%	189
2024 Q3	$51.6K	Buy	211 +20	+10%	+$4.72K	0.03%	213
2024 Q2	$42.7K	Hold	191	–	–	0.03%	221
2024 Q1	$52.1K	Hold	191	–	–	0.03%	210
2023 Q4	$52.7K	Hold	191	–	–	0.03%	205
2023 Q3	$41K	Hold	191	–	–	0.03%	220
2023 Q2	$39.9K	Hold	191	–	–	0.03%	233
2023 Q1	$39.4K	Buy	191 +28	+17%	+$5.09K	0.03%	235
2022 Q4	$27.3K	Hold	163	–	–	0.02%	263
2022 Q3	$25K	Buy	+163	New	+$25.5K	0.02%	261

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

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

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

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

AllSquare Wealth Management's WDAY Position: Q3 2025 in Review

AllSquare Wealth Management held its Workday (WDAY) position steady in Q3 2025 at 252 shares worth $60.7K. The position accounts for 0.03% of the portfolio, ranked #217.

AllSquare Wealth Management first reported a position in WDAY in Q3 2022 and has held it in 13 quarters since. The position peaked at $65K in Q4 2024. 1,095 funds tracked by Wall St. Rank hold WDAY as of Q3 2025.

AllSquare Wealth Management held 252 shares of Workday worth $60.7K as of Q3 2025.
AllSquare Wealth Management left its Workday share count unchanged in Q3 2025.
Workday made up 0.03% of AllSquare Wealth Management's portfolio in Q3 2025, its #217 holding.
AllSquare Wealth Management first reported a position in Workday in Q3 2022 and has held it in 13 quarters since.
AllSquare Wealth Management's Workday position peaked at $65K in Q4 2024.
1,095 funds tracked by Wall St. Rank held Workday as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.