Claris Advisors’s Workday WDAY Stock Holding History

Claris 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
2024 Q4	–	Sell	-2	Closed	-$489	–	1153
2024 Q3	$489	Buy	+2	New	+$472	﹤0.01%	659

Other funds holding WDAY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Claris Advisors's WDAY Position: Q4 2024 in Review

Claris Advisors sold out of Workday (WDAY) in Q4 2024, closing a stake of 2 shares — an estimated $489 sold.

Claris Advisors first reported a position in WDAY in Q3 2024 and held it in 1 quarter. The position peaked at $489 in Q3 2024. 1,133 funds tracked by Wall St. Rank hold WDAY as of Q4 2024.

Claris Advisors reported no remaining Workday position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 2 Workday shares in Q4 2024, an estimated $489.
Claris Advisors first reported a position in Workday in Q3 2024 and held it in 1 quarter.
Claris Advisors's Workday position peaked at $489 in Q3 2024.
1,133 funds tracked by Wall St. Rank held Workday as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.