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Finivi Inc’s Workday WDAY Stock Holding History

Finivi Inc’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 		– Sell
-1,488
Closed -$320K – 113
2025
Q4 		$320K Sell
1,488
-28
-2% -$6.36K 0.18% 82
2025
Q3 		$365K Buy
1,516
+48
+3% +$11.1K 0.23% 79
2025
Q2 		$352K Buy
1,468
+36
+3% +$8.77K 0.24% 76
2025
Q1 		$334K Buy
1,432
+203
+17% +$51.8K 0.27% 70
2024
Q4 		$317K Buy
1,229
+111
+10% +$28.4K 0.25% 70
2024
Q3 		$273K Sell
1,118
-16
-1% -$3.78K 0.22% 75
2024
Q2 		$254K Buy
1,134
+10
+0.9% +$2.41K 0.21% 77
2024
Q1 		$307K Sell
1,124
-15
-1% -$4.27K 0.28% 68
2023
Q4 		$314K Buy
+1,139
New +$271K 0.31% 69

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Finivi Inc's WDAY Position: Q1 2026 in Review

Finivi Inc sold out of Workday (WDAY) in Q1 2026, closing a stake of 1,488 shares — an estimated $320K sold.

Finivi Inc first reported a position in WDAY in Q4 2023 and held it in 9 quarters. The position peaked at $365K in Q3 2025. 940 funds tracked by Wall St. Rank hold WDAY as of Q1 2026.

  • Finivi Inc reported no remaining Workday position as of Q1 2026 after selling out during the quarter.
  • Finivi Inc sold 1,488 Workday shares in Q1 2026, an estimated $320K.
  • Finivi Inc first reported a position in Workday in Q4 2023 and held it in 9 quarters.
  • Finivi Inc's Workday position peaked at $365K in Q3 2025.
  • 940 funds tracked by Wall St. Rank held Workday as of Q1 2026.

Based on Finivi Inc's 13F filing for Q1 2026, filed 10 Apr 2026.