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Essential Planning’s Workday WDAY Stock Holding History

Essential 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
Q2 		– Sell
-1,749
Closed -$227K – 89
2026
Q1 		$227K Hold
1,749
– – 0.07% 82
2025
Q4 		$376K Hold
1,749
– – 0.12% 63
2025
Q3 		$421K Hold
1,749
– – 0.14% 57
2025
Q2 		$420K Hold
1,749
– – 0.16% 52
2025
Q1 		$408K Sell
1,749
-110,739
-98% -$28.3M 0.16% 51
2024
Q4 		$28.7M Buy
112,488
+110,739
+6,332% +$28.3M 0.19% 45
2024
Q3 		$427K Buy
1,749
+19
+1% +$4.49K 0.18% 50
2024
Q2 		$387K Hold
1,730
– – 0.17% 50
2024
Q1 		$478K Hold
1,730
– – 0.24% 39
2023
Q4 		$478K Hold
1,730
– – 0.24% 39
2023
Q3 		$372K Hold
1,730
– – 0.21% 40
2023
Q2 		$391K Hold
1,730
– – 0.22% 34
2023
Q1 		$357K Buy
+1,730
New +$315K 0.22% 36

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 $3.37T AUM 44.26% 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

Essential Planning's WDAY Position: Q2 2026 in Review

Essential Planning sold out of Workday (WDAY) in Q2 2026, closing a stake of 1,749 shares — an estimated $227K sold.

Essential Planning first reported a position in WDAY in Q1 2023 and held it in 13 quarters. The position peaked at $28.7M in Q4 2024. 914 funds tracked by Wall St. Rank hold WDAY as of Q2 2026.

  • Essential Planning reported no remaining Workday position as of Q2 2026 after selling out during the quarter.
  • Essential Planning sold 1,749 Workday shares in Q2 2026, an estimated $227K.
  • Essential Planning first reported a position in Workday in Q1 2023 and held it in 13 quarters.
  • Essential Planning's Workday position peaked at $28.7M in Q4 2024.
  • 914 funds tracked by Wall St. Rank held Workday as of Q2 2026.

Based on Essential Planning's 13F filing for Q2 2026, filed 3 Aug 2026.