EWP
WDAY icon

Elevation Wealth Partners’s Workday WDAY Stock Holding History

Elevation Wealth Partners’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
Q3 		$91.6K Buy
481
+86
+22% +$15K 0.03% 215
2026
Q2 		$48.4K Buy
395
+362
+1,097% +$45.9K 0.01% 308
2026
Q1 		$4.29K Buy
+33
New +$5.24K ﹤0.01% 748
2025
Q4 		– Sell
-5
Closed -$1.2K – 1032
2025
Q3 		$1.2K Buy
+5
New +$1.16K ﹤0.01% 726

Other funds holding WDAY

SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
LC
Lakehouse Capital Sydney NSW, Australia $114M AUM 10.63% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

Elevation Wealth Partners's WDAY Position: Q3 2026 in Review

Elevation Wealth Partners increased its Workday (WDAY) stake by 22% in Q3 2026, buying an estimated $15K and bringing the position to 481 shares worth $91.6K. The position accounts for 0.03% of the portfolio, ranked #215.

Elevation Wealth Partners first reported a position in WDAY in Q3 2025 and has held it in 4 quarters since. 30 funds tracked by Wall St. Rank hold WDAY as of Q3 2026.

  • Elevation Wealth Partners held 481 shares of Workday worth $91.6K as of Q3 2026.
  • Elevation Wealth Partners bought 86 Workday shares in Q3 2026, an estimated $15K.
  • Workday made up 0.03% of Elevation Wealth Partners's portfolio in Q3 2026, its #215 holding.
  • Elevation Wealth Partners first reported a position in Workday in Q3 2025 and has held it in 4 quarters since.
  • 30 funds tracked by Wall St. Rank held Workday as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.