IAA
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Independent Advisor Alliance’s Workday WDAY Stock Holding History

Independent Advisor Alliance’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 		$260K Buy
+2,124
New +$269K 0.01% 874
2026
Q1 		– Sell
-2,204
Closed -$473K – 1669
2025
Q4 		$473K Sell
2,204
-213
-9% -$48.4K 0.01% 666
2025
Q3 		$582K Sell
2,417
-46
-2% -$10.6K 0.02% 579
2025
Q2 		$591K Buy
2,463
+23
+0.9% +$5.6K 0.02% 538
2025
Q1 		$570K Sell
2,440
-139
-5% -$35.5K 0.02% 499
2024
Q4 		$665K Buy
2,579
+975
+61% +$249K 0.01% 853
2024
Q3 		$392K Buy
1,604
+64
+4% +$15.1K 0.01% 507
2024
Q2 		$344K Buy
1,540
+257
+20% +$61.9K 0.01% 541
2024
Q1 		$350K Hold
1,283
– – 0.01% 536
2023
Q4 		$354K Buy
1,283
+20
+2% +$4.76K 0.01% 508
2023
Q3 		$271K Sell
1,263
-192
-13% -$44.5K 0.01% 534
2023
Q2 		$329K Buy
1,455
+436
+43% +$87.3K 0.01% 511
2023
Q1 		$210K Buy
+1,019
New +$185K 0.01% 605
2022
Q2 		– Sell
-952
Closed -$228K – 699
2022
Q1 		$228K Buy
952
+13
+1% +$3.1K 0.01% 577
2021
Q4 		$257K Buy
+939
New +$261K 0.01% 565

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 $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Independent Advisor Alliance's WDAY Position: Q2 2026 in Review

Independent Advisor Alliance opened a new position in Workday (WDAY) in Q2 2026: 2,124 shares worth $260K. The stake represents 0.01% of the portfolio and ranks #874 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in WDAY as recently as Q4 2025.

Independent Advisor Alliance first reported a position in WDAY in Q4 2021 and has held it in 15 quarters since. The position peaked at $665K in Q4 2024. 910 funds tracked by Wall St. Rank hold WDAY as of Q2 2026.

  • Independent Advisor Alliance held 2,124 shares of Workday worth $260K as of Q2 2026.
  • Workday was a new Independent Advisor Alliance position in Q2 2026.
  • Workday made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #874 holding.
  • Independent Advisor Alliance first reported a position in Workday in Q4 2021 and has held it in 15 quarters since.
  • Independent Advisor Alliance's Workday position peaked at $665K in Q4 2024.
  • 910 funds tracked by Wall St. Rank held Workday as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.