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Green Ridge Wealth Planning’s Workday WDAY Stock Holding History

Green Ridge Wealth 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 		– Sell
-1,103
Closed -$237K – 95
2025
Q4 		$237K Buy
+1,103
New +$251K 0.12% 73

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

Green Ridge Wealth Planning's WDAY Position: Q1 2026 in Review

Green Ridge Wealth Planning sold out of Workday (WDAY) in Q1 2026, closing a stake of 1,103 shares — an estimated $237K sold.

Green Ridge Wealth Planning first reported a position in WDAY in Q4 2025 and held it in 1 quarter. The position peaked at $237K in Q4 2025. 940 funds tracked by Wall St. Rank hold WDAY as of Q1 2026.

  • Green Ridge Wealth Planning reported no remaining Workday position as of Q1 2026 after selling out during the quarter.
  • Green Ridge Wealth Planning sold 1,103 Workday shares in Q1 2026, an estimated $237K.
  • Green Ridge Wealth Planning first reported a position in Workday in Q4 2025 and held it in 1 quarter.
  • Green Ridge Wealth Planning's Workday position peaked at $237K in Q4 2025.
  • 940 funds tracked by Wall St. Rank held Workday as of Q1 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q1 2026, filed 10 Apr 2026.