Annex Advisory Services
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Annex Advisory Services’s Workday WDAY Stock Holding History

Annex Advisory Services’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
2026
Q3 		$829K Sell
4,353
-473
-10% -$82.4K 0.01% 223
2026
Q2 		$591K Buy
+4,826
New +$611K 0.01% 242

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Mondrian Investment Partners
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Douglas Lane & Associates
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Banque Pictet & Cie
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New York State Teachers Retirement System (NYSTRS)
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Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Annex Advisory Services's WDAY Position: Q3 2026 in Review

Annex Advisory Services reduced its Workday (WDAY) stake by 9.8% in Q3 2026, selling an estimated $82.4K and leaving 4,353 shares worth $829K. The position accounts for 0.01% of the portfolio, ranked #223.

Annex Advisory Services first reported a position in WDAY in Q2 2026 and has held it in 2 quarters since. 213 funds tracked by Wall St. Rank hold WDAY as of Q3 2026.

  • Annex Advisory Services held 4,353 shares of Workday worth $829K as of Q3 2026.
  • Annex Advisory Services sold 473 Workday shares in Q3 2026, an estimated $82.4K.
  • Workday made up 0.01% of Annex Advisory Services's portfolio in Q3 2026, its #223 holding.
  • Annex Advisory Services first reported a position in Workday in Q2 2026 and has held it in 2 quarters since.
  • 213 funds tracked by Wall St. Rank held Workday as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.