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Beacon Pointe Advisors’s Workday WDAY Stock Holding History

Beacon Pointe Advisors’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
Q1 		$7.67M Buy
59,030
+56,421
+2,163% +$8.96M 0.04% 375
2025
Q4 		$560K Sell
2,609
-1,609
-38% -$366K ﹤0.01% 1039
2025
Q3 		$1.02M Sell
4,218
-722
-15% -$167K 0.01% 756
2025
Q2 		$1.19M Sell
4,940
-396
-7% -$96.5K 0.01% 618
2025
Q1 		$1.25M Buy
5,336
+1,536
+40% +$392K 0.01% 576
2024
Q4 		$981K Sell
3,800
-498
-12% -$127K 0.01% 635
2024
Q3 		$1.05M Sell
4,298
-1,405
-25% -$332K 0.01% 621
2024
Q2 		$1.28M Buy
5,703
+33
+0.6% +$7.95K 0.02% 580
2024
Q1 		$1.55M Buy
5,670
+681
+14% +$194K 0.02% 556
2023
Q4 		$1.38M Sell
4,989
-327
-6% -$77.9K 0.02% 577
2023
Q3 		$1.14M Buy
5,316
+1,644
+45% +$381K 0.01% 593
2023
Q2 		$829K Buy
3,672
+159
+5% +$31.8K 0.01% 570
2023
Q1 		$725K Sell
3,513
-710
-17% -$129K 0.01% 636
2022
Q4 		$707K Buy
4,223
+1,020
+32% +$159K 0.01% 591
2022
Q3 		$490K Sell
3,203
-2,993
-48% -$468K 0.01% 645
2022
Q2 		$865K Sell
6,196
-2,974
-32% -$540K 0.02% 505
2022
Q1 		$2.2M Buy
9,170
+7,558
+469% +$1.8M 0.03% 426
2021
Q4 		$440K Sell
1,612
-18,947
-92% -$5.26M 0.01% 609
2021
Q3 		$5.14M Buy
+20,559
New +$5.09M 0.13% 170
2020
Q3 		– Sell
-2,268
Closed -$424K – 437
2020
Q2 		$424K Buy
2,268
+28
+1% +$4.53K 0.04% 255
2020
Q1 		$292K Buy
+2,240
New +$377K 0.05% 238

Other funds holding WDAY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Beacon Pointe Advisors's WDAY Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Workday (WDAY) stake by 2,163% in Q1 2026, buying an estimated $8.96M and bringing the position to 59,030 shares worth $7.67M. The position accounts for 0.04% of the portfolio, ranked #375.

Beacon Pointe Advisors first reported a position in WDAY in Q1 2020 and has held it in 21 quarters since. 935 funds tracked by Wall St. Rank hold WDAY as of Q1 2026.

  • Beacon Pointe Advisors held 59,030 shares of Workday worth $7.67M as of Q1 2026.
  • Beacon Pointe Advisors bought 56,421 Workday shares in Q1 2026, an estimated $8.96M.
  • Workday made up 0.04% of Beacon Pointe Advisors's portfolio in Q1 2026, its #375 holding.
  • Beacon Pointe Advisors first reported a position in Workday in Q1 2020 and has held it in 21 quarters since.
  • 935 funds tracked by Wall St. Rank held Workday as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.