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
2019 Q4	–	Sell	-500	Closed	-$2K	–	2125
2019 Q3	$2K	Hold	500	–	–	﹤0.01%	1959
2019 Q2	$9K	Buy	+500	New	+$101K	﹤0.01%	1942
2017 Q2	–	Sell	-200	Closed	-$1K	–	4855
2017 Q1	$1K	Buy	+200	New	+$16.6K	﹤0.01%	4514
2016 Q4	–	Sell	-500	Closed	-$16K	–	4861
2016 Q3	$16K	Hold	500	–	–	﹤0.01%	3214
2016 Q2	$10K	Buy	+500	New	+$38.1K	﹤0.01%	3258

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

Creative Planning's WDAY Position: Q2 2026 in Review

Creative Planning increased its Workday (WDAY) stake by 123% in Q2 2026, buying an estimated $11.3M and bringing the position to 162,405 shares worth $19.9M. The position accounts for 0.01% of the portfolio, ranked #511.

Creative Planning first reported a position in WDAY in Q2 2013 and has held it in 53 quarters since. 914 funds tracked by Wall St. Rank hold WDAY as of Q2 2026.

Creative Planning held 162,405 shares of Workday worth $19.9M as of Q2 2026.
Creative Planning bought 89,484 Workday shares in Q2 2026, an estimated $11.3M.
Workday made up 0.01% of Creative Planning's portfolio in Q2 2026, its #511 holding.
Creative Planning first reported a position in Workday in Q2 2013 and has held it in 53 quarters since.
914 funds tracked by Wall St. Rank held Workday as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.