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Independent Financial Group’s Workday WDAY Stock Holding History

Independent Financial Group’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
-1,767
Closed -$380K – 1538
2025
Q4 		$380K Sell
1,767
-1,316
-43% -$299K 0.01% 1036
2025
Q3 		$742K Buy
3,083
+609
+25% +$141K 0.02% 706
2025
Q2 		$594K Buy
2,474
+170
+7% +$41.4K 0.02% 707
2025
Q1 		$538K Buy
2,304
+824
+56% +$210K 0.02% 683
2024
Q4 		$382K Sell
1,480
-1,048
-41% -$268K 0.01% 801
2024
Q3 		$618K Buy
2,528
+710
+39% +$168K 0.02% 584
2024
Q2 		$406K Sell
1,818
-195
-10% -$46.9K 0.02% 685
2024
Q1 		$549K Buy
2,013
+676
+51% +$192K 0.03% 554
2023
Q4 		$369K Buy
1,337
+17
+1% +$4.05K 0.02% 650
2023
Q3 		$284K Sell
1,320
-231
-15% -$53.6K 0.02% 680
2023
Q2 		$350K Buy
1,551
+422
+37% +$84.5K 0.02% 586
2023
Q1 		$233K Buy
+1,129
New +$205K 0.02% 719
2022
Q2 		– Sell
-1,913
Closed -$458K – 822
2022
Q1 		$458K Sell
1,913
-28
-1% -$6.67K 0.04% 456
2021
Q4 		$530K Sell
1,941
-150
-7% -$41.6K 0.04% 406
2021
Q3 		$523K Sell
2,091
-80
-4% -$19.8K 0.05% 350
2021
Q2 		$518K Hold
2,171
– – 0.05% 358
2021
Q1 		$539K Sell
2,171
-305
-12% -$75.3K 0.07% 317
2020
Q4 		$593K Sell
2,476
-633
-20% -$142K 0.09% 268
2020
Q3 		$669K Buy
3,109
+44
+1% +$8.71K 0.13% 185
2020
Q2 		$574K Buy
3,065
+135
+5% +$21.8K 0.13% 196
2020
Q1 		$382K Buy
+2,930
New +$494K 0.11% 218

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

Independent Financial Group's WDAY Position: Q1 2026 in Review

Independent Financial Group sold out of Workday (WDAY) in Q1 2026, closing a stake of 1,767 shares — an estimated $380K sold.

Independent Financial Group first reported a position in WDAY in Q1 2020 and held it in 21 quarters. The position peaked at $742K in Q3 2025. 940 funds tracked by Wall St. Rank hold WDAY as of Q1 2026.

  • Independent Financial Group reported no remaining Workday position as of Q1 2026 after selling out during the quarter.
  • Independent Financial Group sold 1,767 Workday shares in Q1 2026, an estimated $380K.
  • Independent Financial Group first reported a position in Workday in Q1 2020 and held it in 21 quarters.
  • Independent Financial Group's Workday position peaked at $742K in Q3 2025.
  • 940 funds tracked by Wall St. Rank held Workday as of Q1 2026.

Based on Independent Financial Group's 13F filing for Q1 2026, filed 5 May 2026.