CAPTRUST Financial Advisors’s Workday WDAY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.78M Buy
14,510
+4,714
+48% +$597K ﹤0.01% 1386
2026
Q1
$1.27M Buy
9,796
+1,580
+19% +$251K ﹤0.01% 1471
2025
Q4
$1.76M Sell
8,216
-1,330
-14% -$302K ﹤0.01% 1154
2025
Q3
$2.3M Sell
9,546
-3,518
-27% -$813K ﹤0.01% 958
2025
Q2
$3.14M Buy
13,064
+1,459
+13% +$355K 0.01% 780
2025
Q1
$2.71M Sell
11,605
-2,621
-18% -$669K 0.01% 784
2024
Q4
$3.67M Buy
14,226
+1,373
+11% +$351K 0.01% 627
2024
Q3
$3.14M Buy
12,853
+2,506
+24% +$592K 0.01% 685
2024
Q2
$2.31M Buy
10,347
+1,588
+18% +$382K 0.01% 758
2024
Q1
$2.39M Sell
8,759
-1,538
-15% -$438K 0.01% 733
2023
Q4
$2.84M Buy
10,297
+1,731
+20% +$412K 0.01% 761
2023
Q3
$1.84M Buy
8,566
+3,490
+69% +$809K 0.01% 895
2023
Q2
$1.15M Buy
5,076
+11
+0.2% +$2.2K ﹤0.01% 1124
2023
Q1
$1.05M Buy
5,065
+936
+23% +$170K ﹤0.01% 1013
2022
Q4
$691K Buy
4,129
+180
+5% +$28.1K ﹤0.01% 1168
2022
Q3
$601K Buy
3,949
+1,951
+98% +$305K ﹤0.01% 1163
2022
Q2
$279K Sell
1,998
-342
-15% -$62.1K ﹤0.01% 1466
2022
Q1
$560K Buy
2,340
+369
+19% +$87.9K ﹤0.01% 1099
2021
Q4
$538K Buy
1,971
+123
+7% +$34.2K ﹤0.01% 1083
2021
Q3
$462K Buy
1,848
+408
+28% +$101K ﹤0.01% 1069
2021
Q2
$344K Buy
1,440
+150
+12% +$36.1K ﹤0.01% 1187
2021
Q1
$320K Buy
1,290
+748
+138% +$185K ﹤0.01% 1196
2020
Q4
$130K Buy
542
+138
+34% +$31K ﹤0.01% 1382
2020
Q3
$89K Hold
404
﹤0.01% 1386
2020
Q2
$77K Sell
404
-35
-8% -$5.66K ﹤0.01% 1447
2020
Q1
$55K Buy
+439
New +$74K ﹤0.01% 1349
2019
Q4
Sell
-282
Closed -$48K 1806
2019
Q3
$48K Buy
282
+87
+45% +$16.8K ﹤0.01% 1013
2019
Q2
$40K Hold
195
﹤0.01% 1058
2019
Q1
$38K Buy
195
+35
+22% +$6.37K ﹤0.01% 987
2018
Q4
$26K Buy
160
+60
+60% +$8.5K ﹤0.01% 947
2018
Q3
$15K Hold
100
﹤0.01% 1113
2018
Q2
$12K Hold
100
﹤0.01% 1129
2018
Q1
$13K Sell
100
-66
-40% -$8.07K ﹤0.01% 969
2017
Q4
$17K Buy
+166
New +$17.7K ﹤0.01% 847

Other funds holding WDAY

CAPTRUST Financial Advisors's WDAY Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Workday (WDAY) stake by 48% in Q2 2026, buying an estimated $597K and bringing the position to 14,510 shares worth $1.78M. The position accounts for ﹤0.01% of the portfolio, ranked #1386.

CAPTRUST Financial Advisors first reported a position in WDAY in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.67M in Q4 2024. 910 funds tracked by Wall St. Rank hold WDAY as of Q2 2026.

  • CAPTRUST Financial Advisors held 14,510 shares of Workday worth $1.78M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 4,714 Workday shares in Q2 2026, an estimated $597K.
  • Workday made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1386 holding.
  • CAPTRUST Financial Advisors first reported a position in Workday in Q4 2017 and has held it in 34 quarters since.
  • CAPTRUST Financial Advisors's Workday position peaked at $3.67M in Q4 2024.
  • 910 funds tracked by Wall St. Rank held Workday as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.