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 $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 Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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.