Creative Planning
WDAY icon

Creative Planning’s Workday WDAY Stock Holding History

Creative Planning’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 		$9.47M Buy
72,921
+15,327
+27% +$2.43M 0.01% 722
2025
Q4 		$12.4M Sell
57,594
-16,625
-22% -$3.78M 0.01% 535
2025
Q3 		$17.9M Buy
74,219
+39,967
+117% +$9.24M 0.01% 391
2025
Q2 		$8.22M Sell
34,252
-6,013
-15% -$1.46M 0.01% 576
2025
Q1 		$9.4M Buy
40,265
+17,311
+75% +$4.42M 0.01% 503
2024
Q4 		$5.92M Buy
22,954
+4,560
+25% +$1.16M 0.01% 604
2024
Q3 		$4.5M Sell
18,394
-26,253
-59% -$6.2M ﹤0.01% 673
2024
Q2 		$9.98M Buy
44,647
+28,663
+179% +$6.9M 0.01% 408
2024
Q1 		$4.36M Buy
15,984
+4,613
+41% +$1.31M ﹤0.01% 649
2023
Q4 		$3.14M Buy
11,371
+102
+0.9% +$24.3K 0.01% 726
2023
Q3 		$2.42M Buy
11,269
+1,705
+18% +$395K ﹤0.01% 781
2023
Q2 		$2.16M Sell
9,564
-654
-6% -$131K ﹤0.01% 783
2023
Q1 		$2.11M Buy
10,218
+1,558
+18% +$283K ﹤0.01% 758
2022
Q4 		$1.45M Buy
8,660
+886
+11% +$138K ﹤0.01% 861
2022
Q3 		$1.18M Buy
7,774
+402
+5% +$62.9K ﹤0.01% 898
2022
Q2 		$1.03M Buy
7,372
+2,182
+42% +$396K ﹤0.01% 965
2022
Q1 		$1.24M Sell
5,190
-783
-13% -$187K ﹤0.01% 886
2021
Q4 		$1.63M Buy
5,973
+1,176
+25% +$327K ﹤0.01% 758
2021
Q3 		$1.2M Buy
4,797
+59
+1% +$14.6K ﹤0.01% 868
2021
Q2 		$1.13M Sell
4,738
-775
-14% -$186K ﹤0.01% 886
2021
Q1 		$1.37M Buy
5,513
+204
+4% +$50.4K ﹤0.01% 885
2020
Q4 		$1.27M Buy
5,309
+425
+9% +$95.5K ﹤0.01% 849
2020
Q3 		$1.05M Sell
4,884
-745
-13% -$147K ﹤0.01% 780
2020
Q2 		$1.05M Buy
5,629
+39
+0.7% +$6.3K ﹤0.01% 726
2020
Q1 		$728K Buy
5,590
+247
+5% +$41.6K ﹤0.01% 777
2019
Q4 		$879K Sell
5,343
-232
-4% -$38.5K ﹤0.01% 848
2019
Q3 		$948K Sell
5,575
-194
-3% -$37.5K ﹤0.01% 782
2019
Q2 		$1.19M Sell
5,769
-800
-12% -$162K ﹤0.01% 699
2019
Q1 		$1.27M Buy
6,569
+1,835
+39% +$334K ﹤0.01% 631
2018
Q4 		$756K Sell
4,734
-419
-8% -$59.4K ﹤0.01% 781
2018
Q3 		$752K Buy
5,153
+638
+14% +$88.6K ﹤0.01% 876
2018
Q2 		$547K Buy
4,515
+98
+2% +$12.6K ﹤0.01% 1022
2018
Q1 		$561K Buy
4,417
+1,412
+47% +$173K ﹤0.01% 1021
2017
Q4 		$306K Buy
3,005
+44
+1% +$4.7K ﹤0.01% 1354
2017
Q3 		$312K Sell
2,961
-698
-19% -$72K ﹤0.01% 1313
2017
Q2 		$355K Sell
3,659
-1,250
-25% -$117K ﹤0.01% 1191
2017
Q1 		$409K Buy
4,909
+54
+1% +$4.48K ﹤0.01% 1105
2016
Q4 		$321K Sell
4,855
-1,216
-20% -$98K ﹤0.01% 1156
2016
Q3 		$557K Buy
6,071
+541
+10% +$45.1K ﹤0.01% 833
2016
Q2 		$413K Sell
5,530
-1,154
-17% -$88K ﹤0.01% 873
2016
Q1 		$514K Buy
6,684
+454
+7% +$30K ﹤0.01% 741
2015
Q4 		$496K Buy
6,230
+5,750
+1,198% +$460K ﹤0.01% 757
2015
Q3 		$33K Sell
480
-9,928
-95% -$767K ﹤0.01% 2351
2015
Q2 		$795K Buy
10,408
+10,028
+2,639% +$853K 0.01% 537
2015
Q1 		$32K Sell
380
-10
-3% -$846 ﹤0.01% 2339
2014
Q4 		$32K Buy
390
+5
+1% +$432 ﹤0.01% 2307
2014
Q3 		$32K Sell
385
-1,280
-77% -$109K ﹤0.01% 2210
2014
Q2 		$150K Buy
1,665
+700
+73% +$55.1K ﹤0.01% 1192
2014
Q1 		$88K Buy
965
+565
+141% +$53.8K ﹤0.01% 1483
2013
Q4 		$33K Buy
400
+300
+300% +$23.7K ﹤0.01% 1889
2013
Q3 		$8K Hold
100
– – ﹤0.01% 2564
2013
Q2 		$6K Buy
+100
New +$6.28K ﹤0.01% 2490

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

Creative Planning's WDAY Position: Q1 2026 in Review

Creative Planning increased its Workday (WDAY) stake by 27% in Q1 2026, buying an estimated $2.43M and bringing the position to 72,921 shares worth $9.47M. The position accounts for 0.01% of the portfolio, ranked #722.

Creative Planning first reported a position in WDAY in Q2 2013 and has held it in 52 quarters since. The position peaked at $17.9M in Q3 2025. 935 funds tracked by Wall St. Rank hold WDAY as of Q1 2026.

  • Creative Planning held 72,921 shares of Workday worth $9.47M as of Q1 2026.
  • Creative Planning bought 15,327 Workday shares in Q1 2026, an estimated $2.43M.
  • Workday made up 0.01% of Creative Planning's portfolio in Q1 2026, its #722 holding.
  • Creative Planning first reported a position in Workday in Q2 2013 and has held it in 52 quarters since.
  • Creative Planning's Workday position peaked at $17.9M in Q3 2025.
  • 935 funds tracked by Wall St. Rank held Workday as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.