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Berger Financial Group’s Workday WDAY Stock Holding History

Berger Financial Group’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 		– Sell
-22,143
Closed -$4.76M – 502
2025
Q4 		$4.76M Buy
22,143
+100
+0.5% +$22.7K 0.28% 80
2025
Q3 		$5.31M Buy
22,043
+223
+1% +$51.6K 0.32% 75
2025
Q2 		$5.24M Buy
21,820
+524
+2% +$128K 0.34% 76
2025
Q1 		$4.97M Buy
+21,296
New +$5.44M 0.35% 77
2024
Q4 		– Sell
-3,802
Closed -$929K – 434
2024
Q3 		$929K Buy
+3,802
New +$898K 0.07% 167

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

Berger Financial Group's WDAY Position: Q1 2026 in Review

Berger Financial Group sold out of Workday (WDAY) in Q1 2026, closing a stake of 22,143 shares — an estimated $4.76M sold.

Berger Financial Group first reported a position in WDAY in Q3 2024 and held it in 5 quarters. The position peaked at $5.31M in Q3 2025. 935 funds tracked by Wall St. Rank hold WDAY as of Q1 2026.

  • Berger Financial Group reported no remaining Workday position as of Q1 2026 after selling out during the quarter.
  • Berger Financial Group sold 22,143 Workday shares in Q1 2026, an estimated $4.76M.
  • Berger Financial Group first reported a position in Workday in Q3 2024 and held it in 5 quarters.
  • Berger Financial Group's Workday position peaked at $5.31M in Q3 2025.
  • 935 funds tracked by Wall St. Rank held Workday as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.