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Castleview Partners’s Workday WDAY Stock Holding History

Castleview Partners’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
2025
Q3 		– Sell
-1,384
Closed -$332K – 197
2025
Q2 		$332K Sell
1,384
-20
-1% -$4.87K 0.21% 121
2025
Q1 		$328K Sell
1,404
-3
-0.2% -$766 0.22% 118
2024
Q4 		$354K Sell
1,407
-223
-14% -$57K 0.19% 128
2024
Q3 		$398K Buy
1,630
+605
+59% +$143K 0.23% 109
2024
Q2 		$229K Sell
1,025
-168
-14% -$40.4K 0.13% 156
2024
Q1 		$325K Buy
1,193
+61
+5% +$17.4K 0.18% 128
2023
Q4 		$313K Sell
1,132
-16
-1% -$3.81K 0.22% 105
2023
Q3 		$247K Buy
1,148
+133
+13% +$30.8K 0.23% 96
2023
Q2 		$229K Buy
1,015
+651
+179% +$130K 0.21% 100
2023
Q1 		$75.2K Buy
364
+354
+3,540% +$64.4K 0.07% 207
2022
Q4 		$1.67K Hold
10
– – ﹤0.01% 521
2022
Q3 		$2K Buy
+10
New +$1.56K ﹤0.01% 546

Other funds holding WDAY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Castleview Partners's WDAY Position: Q3 2025 in Review

Castleview Partners sold out of Workday (WDAY) in Q3 2025, closing a stake of 1,384 shares — an estimated $332K sold.

Castleview Partners first reported a position in WDAY in Q3 2022 and held it in 12 quarters. The position peaked at $398K in Q3 2024. 1,097 funds tracked by Wall St. Rank hold WDAY as of Q3 2025.

  • Castleview Partners reported no remaining Workday position as of Q3 2025 after selling out during the quarter.
  • Castleview Partners sold 1,384 Workday shares in Q3 2025, an estimated $332K.
  • Castleview Partners first reported a position in Workday in Q3 2022 and held it in 12 quarters.
  • Castleview Partners's Workday position peaked at $398K in Q3 2024.
  • 1,097 funds tracked by Wall St. Rank held Workday as of Q3 2025.

Based on Castleview Partners's 13F filing for Q3 2025, filed 10 Oct 2025.