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Clearstead Advisors’s Workday WDAY Stock Holding History

Clearstead 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
2026
Q1 		$115K Sell
884
-623
-41% -$98.9K ﹤0.01% 1110
2025
Q4 		$324K Buy
1,507
+354
+31% +$80.4K ﹤0.01% 785
2025
Q3 		$278K Sell
1,153
-188
-14% -$43.5K ﹤0.01% 803
2025
Q2 		$322K Buy
1,341
+527
+65% +$128K ﹤0.01% 739
2025
Q1 		$190K Sell
814
-1,187
-59% -$303K ﹤0.01% 850
2024
Q4 		$516K Sell
2,001
-6
-0.3% -$1.53K 0.01% 565
2024
Q3 		$491K Buy
2,007
+191
+11% +$45.1K 0.01% 577
2024
Q2 		$406K Buy
1,816
+481
+36% +$116K 0.01% 585
2024
Q1 		$330K Hold
1,335
– – 0.02% 385
2023
Q4 		$369K Sell
1,335
-1,415
-51% -$337K 0.02% 364
2023
Q3 		$591K Buy
2,750
+1,383
+101% +$321K 0.02% 382
2023
Q2 		$309K Buy
1,367
+659
+93% +$132K 0.02% 368
2023
Q1 		$146K Sell
708
-15
-2% -$2.73K 0.01% 444
2022
Q4 		$121K Hold
723
– – 0.01% 464
2022
Q3 		$110K Hold
723
– – 0.01% 458
2022
Q2 		$101K Buy
723
+32
+5% +$5.81K 0.01% 501
2022
Q1 		$165K Sell
691
-66
-9% -$15.7K 0.01% 444
2021
Q4 		$207K Hold
757
– – 0.01% 384
2021
Q3 		$189K Hold
757
– – 0.01% 381
2021
Q2 		$181K Buy
757
+51
+7% +$12.3K 0.01% 361
2021
Q1 		$175K Buy
706
+15
+2% +$3.71K 0.01% 352
2020
Q4 		$166K Hold
691
– – 0.02% 343
2020
Q3 		$149K Hold
691
– – 0.02% 316
2020
Q2 		$129K Sell
691
-10
-1% -$1.62K 0.01% 322
2020
Q1 		$91K Buy
+701
New +$118K 0.01% 340

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

Clearstead Advisors's WDAY Position: Q1 2026 in Review

Clearstead Advisors reduced its Workday (WDAY) stake by 41% in Q1 2026, selling an estimated $98.9K and leaving 884 shares worth $115K. The position accounts for ﹤0.01% of the portfolio, ranked #1110.

Clearstead Advisors first reported a position in WDAY in Q1 2020 and has held it in 25 quarters since. The position peaked at $591K in Q3 2023. 935 funds tracked by Wall St. Rank hold WDAY as of Q1 2026.

  • Clearstead Advisors held 884 shares of Workday worth $115K as of Q1 2026.
  • Clearstead Advisors sold 623 Workday shares in Q1 2026, an estimated $98.9K.
  • Workday made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #1110 holding.
  • Clearstead Advisors first reported a position in Workday in Q1 2020 and has held it in 25 quarters since.
  • Clearstead Advisors's Workday position peaked at $591K in Q3 2023.
  • 935 funds tracked by Wall St. Rank held Workday as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.