Comprehensive Financial Management’s Workday WDAY Stock Holding History

Comprehensive Financial Management’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 Q2	$12M	Buy	97,724 +1,530	+2%	+$194K	0.39%	14
2026 Q1	$12.5M	Hold	96,194	–	–	0.41%	13
2025 Q4	$20.7M	Hold	96,194	–	–	0.62%	10
2025 Q3	$23.2M	Hold	96,194	–	–	0.64%	10
2025 Q2	$23.1M	Buy	96,194 +1,780	+2%	+$434K	0.64%	10
2025 Q1	$22M	Hold	94,414	–	–	0.69%	10
2024 Q4	$24.4M	Hold	94,414	–	–	0.67%	10
2024 Q3	$23.1M	Hold	94,414	–	–	0.64%	10
2024 Q2	$21.1M	Buy	94,414 +58,161	+160%	+$14M	0.74%	10
2024 Q1	$9.89M	Hold	36,253	–	–	0.32%	11
2023 Q4	$10M	Hold	36,253	–	–	0.35%	12
2023 Q3	$7.79M	Hold	36,253	–	–	0.28%	13
2023 Q2	$8.19M	Buy	36,253 +33,753	+1,350%	+$6.76M	0.27%	14
2023 Q1	$516K	Hold	2,500	–	–	0.02%	40
2022 Q4	$418K	Hold	2,500	–	–	0.01%	40
2022 Q3	$381K	Hold	2,500	–	–	0.01%	41
2022 Q2	$349K	Buy	+2,500	New	+$454K	0.01%	42
2022 Q1	–	Sell	-2,500	Closed	-$683K	–	53
2021 Q4	$683K	Hold	2,500	–	–	0.01%	42
2021 Q3	$625K	Hold	2,500	–	–	0.01%	38
2021 Q2	$597K	Hold	2,500	–	–	0.01%	35
2021 Q1	$621K	Hold	2,500	–	–	0.01%	28
2020 Q4	$599K	Hold	2,500	–	–	0.01%	24
2020 Q3	$538K	Hold	2,500	–	–	0.01%	21
2020 Q2	$468K	Hold	2,500	–	–	0.01%	23
2020 Q1	$326K	Hold	2,500	–	–	0.01%	25
2019 Q4	$411K	Buy	+2,500	New	+$415K	0.01%	20

Other funds holding WDAY

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Comprehensive Financial Management's WDAY Position: Q2 2026 in Review

Comprehensive Financial Management increased its Workday (WDAY) stake by 1.6% in Q2 2026, buying an estimated $194K and bringing the position to 97,724 shares worth $12M. The position accounts for 0.39% of the portfolio, ranked #14.

Comprehensive Financial Management first reported a position in WDAY in Q4 2019 and has held it in 26 quarters since. The position peaked at $24.4M in Q4 2024. 913 funds tracked by Wall St. Rank hold WDAY as of Q2 2026.

Comprehensive Financial Management held 97,724 shares of Workday worth $12M as of Q2 2026.
Comprehensive Financial Management bought 1,530 Workday shares in Q2 2026, an estimated $194K.
Workday made up 0.39% of Comprehensive Financial Management's portfolio in Q2 2026, its #14 holding.
Comprehensive Financial Management first reported a position in Workday in Q4 2019 and has held it in 26 quarters since.
Comprehensive Financial Management's Workday position peaked at $24.4M in Q4 2024.
913 funds tracked by Wall St. Rank held Workday as of Q2 2026.

Based on Comprehensive Financial Management's 13F filing for Q2 2026, filed 14 Aug 2026.