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Concurrent Investment Advisors’s Workday WDAY Stock Holding History

Concurrent Investment 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
Q2 		$394K Buy
3,216
+859
+36% +$109K ﹤0.01% 1541
2026
Q1 		$306K Sell
2,357
-2,370
-50% -$376K ﹤0.01% 1493
2025
Q4 		$1.02M Buy
4,727
+1,919
+68% +$436K 0.01% 825
2025
Q3 		$676K Sell
2,808
-84
-3% -$19.4K 0.01% 790
2025
Q2 		$694K Buy
2,892
+226
+8% +$55.1K 0.01% 731
2025
Q1 		$623K Buy
2,666
+509
+24% +$130K 0.02% 683
2024
Q4 		$557K Buy
2,157
+278
+15% +$71K 0.02% 642
2024
Q3 		$459K Buy
1,879
+452
+32% +$107K 0.01% 645
2024
Q2 		$319K Sell
1,427
-74
-5% -$17.8K 0.01% 720
2024
Q1 		$409K Buy
1,501
+567
+61% +$161K 0.02% 599
2023
Q4 		$258K Buy
+934
New +$222K 0.01% 701

Other funds holding WDAY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Concurrent Investment Advisors's WDAY Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Workday (WDAY) stake by 36% in Q2 2026, buying an estimated $109K and bringing the position to 3,216 shares worth $394K. The position accounts for ﹤0.01% of the portfolio, ranked #1541.

Concurrent Investment Advisors first reported a position in WDAY in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.02M in Q4 2025. 917 funds tracked by Wall St. Rank hold WDAY as of Q2 2026.

  • Concurrent Investment Advisors held 3,216 shares of Workday worth $394K as of Q2 2026.
  • Concurrent Investment Advisors bought 859 Workday shares in Q2 2026, an estimated $109K.
  • Workday made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1541 holding.
  • Concurrent Investment Advisors first reported a position in Workday in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's Workday position peaked at $1.02M in Q4 2025.
  • 917 funds tracked by Wall St. Rank held Workday as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.