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Baker Tilly Wealth Management’s Workday WDAY Stock Holding History

Baker Tilly 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
2026
Q3 		$341K Buy
1,791
+93
+5% +$16.2K 0.07% 209
2026
Q2 		$208K Buy
+1,698
New +$215K 0.04% 275
2026
Q1 		– Sell
-1,457
Closed -$313K – 308
2025
Q4 		$313K Sell
1,457
-346
-19% -$78.6K 0.08% 214
2025
Q3 		$434K Sell
1,803
-305
-14% -$70.5K 0.1% 166
2025
Q2 		$506K Sell
2,108
-92
-4% -$22.4K 0.18% 119
2025
Q1 		$514K Sell
2,200
-52
-2% -$13.3K 0.2% 114
2024
Q4 		$581K Buy
2,252
+117
+5% +$29.9K 0.23% 104
2024
Q3 		$522K Sell
2,135
-704
-25% -$166K 0.23% 111
2024
Q2 		$635K Sell
2,839
-4,996
-64% -$1.2M 0.26% 93
2024
Q1 		$2.14M Buy
7,835
+604
+8% +$172K 0.39% 62
2023
Q4 		$2M Sell
7,231
-759
-9% -$181K 0.33% 68
2023
Q3 		$1.72M Sell
7,990
-4,498
-36% -$1.04M 0.28% 78
2023
Q2 		$2.82M Buy
12,488
+6,214
+99% +$1.24M 0.3% 72
2023
Q1 		$1.3M Buy
6,274
+594
+10% +$108K 0.15% 155
2022
Q4 		$950K Buy
5,680
+1,167
+26% +$182K 0.12% 197
2022
Q3 		$687K Sell
4,513
-194
-4% -$30.4K 0.09% 231
2022
Q2 		$657K Buy
4,707
+487
+12% +$88.5K 0.09% 248
2022
Q1 		$1.01M Buy
4,220
+673
+19% +$160K 0.11% 193
2021
Q4 		$969K Buy
3,547
+446
+14% +$124K 0.1% 210
2021
Q3 		$775K Buy
3,101
+653
+27% +$162K 0.1% 212
2021
Q2 		$584K Buy
2,448
+268
+12% +$64.5K 0.09% 243
2021
Q1 		$542K Buy
+2,180
New +$539K 0.11% 226

Other funds holding WDAY

SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
LC
Lakehouse Capital Sydney NSW, Australia $114M AUM 10.63% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Baker Tilly Wealth Management's WDAY Position: Q3 2026 in Review

Baker Tilly Wealth Management increased its Workday (WDAY) stake by 5.5% in Q3 2026, buying an estimated $16.2K and bringing the position to 1,791 shares worth $341K. The position accounts for 0.07% of the portfolio, ranked #209.

Baker Tilly Wealth Management first reported a position in WDAY in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.82M in Q2 2023. 28 funds tracked by Wall St. Rank hold WDAY as of Q3 2026.

  • Baker Tilly Wealth Management held 1,791 shares of Workday worth $341K as of Q3 2026.
  • Baker Tilly Wealth Management bought 93 Workday shares in Q3 2026, an estimated $16.2K.
  • Workday made up 0.07% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #209 holding.
  • Baker Tilly Wealth Management first reported a position in Workday in Q1 2021 and has held it in 22 quarters since.
  • Baker Tilly Wealth Management's Workday position peaked at $2.82M in Q2 2023.
  • 28 funds tracked by Wall St. Rank held Workday as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.