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 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 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

Essential Planning's WDAY Position: Q1 2026 in Review

Essential Planning held its Workday (WDAY) position steady in Q1 2026 at 1,749 shares worth $227K. The position accounts for 0.07% of the portfolio, ranked #82.

Essential Planning first reported a position in WDAY in Q1 2023 and has held it in 13 quarters since. The position peaked at $28.7M in Q4 2024. 935 funds tracked by Wall St. Rank hold WDAY as of Q1 2026.

Essential Planning held 1,749 shares of Workday worth $227K as of Q1 2026.
Essential Planning left its Workday share count unchanged in Q1 2026.
Workday made up 0.07% of Essential Planning's portfolio in Q1 2026, its #82 holding.
Essential Planning first reported a position in Workday in Q1 2023 and has held it in 13 quarters since.
Essential Planning's Workday position peaked at $28.7M in Q4 2024.
935 funds tracked by Wall St. Rank held Workday as of Q1 2026.

Based on Essential Planning's 13F filing for Q1 2026, filed 23 Apr 2026.