Birch Financial Group
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Birch Financial Group’s Workday WDAY Stock Holding History

Birch 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
Q3 		$173K Buy
+907
New +$158K 0.08% 146
2026
Q2 		– Sell
-2,465
Closed -$320K – 151
2026
Q1 		$320K Buy
2,465
+230
+10% +$36.5K 0.19% 96
2025
Q4 		$480K Buy
2,235
+25
+1% +$5.68K 0.27% 71
2025
Q3 		$532K Sell
2,210
-110
-5% -$25.4K 0.31% 65
2025
Q2 		$557K Sell
2,320
-85
-4% -$20.7K 0.45% 51
2025
Q1 		$562K Sell
2,405
-98
-4% -$25K 0.5% 48
2024
Q4 		$646K Buy
+2,503
New +$639K 0.73% 25

Other funds holding WDAY

First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Birch Financial Group's WDAY Position: Q3 2026 in Review

Birch Financial Group opened a new position in Workday (WDAY) in Q3 2026: 907 shares worth $173K. The stake represents 0.08% of the portfolio and ranks #146 among its holdings. This is a return to the name: Birch Financial Group previously reported a position in WDAY as recently as Q1 2026.

Birch Financial Group first reported a position in WDAY in Q4 2024 and has held it in 7 quarters since. The position peaked at $646K in Q4 2024. 605 funds tracked by Wall St. Rank hold WDAY as of Q3 2026.

  • Birch Financial Group held 907 shares of Workday worth $173K as of Q3 2026.
  • Workday was a new Birch Financial Group position in Q3 2026.
  • Workday made up 0.08% of Birch Financial Group's portfolio in Q3 2026, its #146 holding.
  • Birch Financial Group first reported a position in Workday in Q4 2024 and has held it in 7 quarters since.
  • Birch Financial Group's Workday position peaked at $646K in Q4 2024.
  • 605 funds tracked by Wall St. Rank held Workday as of Q3 2026.

Based on Birch Financial Group's 13F filing for Q3 2026, filed 27 Oct 2026.