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BFC Planning, Inc.’s Workday WDAY Stock Holding History

BFC Planning, 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
Q2 		$28.3K Buy
231
+166
+255% +$21K ﹤0.01% 1840
2026
Q1 		$8.44K Sell
65
-65
-50% -$10.3K ﹤0.01% 2111
2025
Q4 		$27.9K Sell
130
-73
-36% -$16.6K ﹤0.01% 1603
2025
Q3 		$48.9K Sell
203
-771
-79% -$178K ﹤0.01% 1197
2025
Q2 		$234K Buy
974
+80
+9% +$19.5K 0.02% 579
2025
Q1 		$209K Buy
894
+21
+2% +$5.36K 0.02% 589
2024
Q4 		$225K Buy
+873
New +$223K 0.02% 567

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 $3.44T AUM 36.12% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BFC Planning, Inc.'s WDAY Position: Q2 2026 in Review

BFC Planning, Inc. increased its Workday (WDAY) stake by 255% in Q2 2026, buying an estimated $21K and bringing the position to 231 shares worth $28.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1840.

BFC Planning, Inc. first reported a position in WDAY in Q4 2024 and has held it in 7 quarters since. The position peaked at $234K in Q2 2025. 922 funds tracked by Wall St. Rank hold WDAY as of Q2 2026.

  • BFC Planning, Inc. held 231 shares of Workday worth $28.3K as of Q2 2026.
  • BFC Planning, Inc. bought 166 Workday shares in Q2 2026, an estimated $21K.
  • Workday made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1840 holding.
  • BFC Planning, Inc. first reported a position in Workday in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Workday position peaked at $234K in Q2 2025.
  • 922 funds tracked by Wall St. Rank held Workday as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.