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Forum Financial Management’s Workday WDAY Stock Holding History

Forum Financial Management’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
-2,065
Closed -$443K – 988
2025
Q4 		$443K Sell
2,065
-437
-17% -$99.3K 0.01% 539
2025
Q3 		$602K Buy
2,502
+911
+57% +$211K 0.01% 380
2025
Q2 		$382K Buy
1,591
+488
+44% +$119K 0.01% 529
2025
Q1 		$257K Sell
1,103
-10
-0.9% -$2.55K ﹤0.01% 675
2024
Q4 		$287K Buy
+1,113
New +$284K ﹤0.01% 643
2024
Q2 		– Sell
-789
Closed -$215K – 775
2024
Q1 		$215K Hold
789
– – ﹤0.01% 670
2023
Q4 		$218K Buy
+789
New +$188K ﹤0.01% 605

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 $60.8B AUM 26.63% 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

Forum Financial Management's WDAY Position: Q1 2026 in Review

Forum Financial Management sold out of Workday (WDAY) in Q1 2026, closing a stake of 2,065 shares — an estimated $443K sold.

Forum Financial Management first reported a position in WDAY in Q4 2023 and held it in 7 quarters. The position peaked at $602K in Q3 2025. 940 funds tracked by Wall St. Rank hold WDAY as of Q1 2026.

  • Forum Financial Management reported no remaining Workday position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 2,065 Workday shares in Q1 2026, an estimated $443K.
  • Forum Financial Management first reported a position in Workday in Q4 2023 and held it in 7 quarters.
  • Forum Financial Management's Workday position peaked at $602K in Q3 2025.
  • 940 funds tracked by Wall St. Rank held Workday as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.