Jones Financial Companies
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Jones Financial Companies’s Workday WDAY Stock Holding History

Jones Financial Companies’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 		$1.62M Sell
13,078
-149
-1% -$18.9K ﹤0.01% 1661
2026
Q1 		$1.64M Buy
13,227
+6,166
+87% +$979K ﹤0.01% 1511
2025
Q4 		$1.52M Buy
7,061
+2,180
+45% +$495K ﹤0.01% 1072
2025
Q3 		$1.2M Buy
4,881
+409
+9% +$94.6K ﹤0.01% 1066
2025
Q2 		$1.06M Buy
4,472
+867
+24% +$211K ﹤0.01% 987
2025
Q1 		$860K Buy
3,605
+545
+18% +$139K ﹤0.01% 921
2024
Q4 		$790K Buy
3,060
+413
+16% +$106K ﹤0.01% 821
2024
Q3 		$645K Buy
2,647
+1,494
+130% +$353K ﹤0.01% 730
2024
Q2 		$258K Buy
1,153
+1,073
+1,341% +$258K ﹤0.01% 754
2024
Q1 		$21.8K Buy
+80
New +$22.8K ﹤0.01% 888
2023
Q1 		– Sell
-9
Closed -$2K – 789
2022
Q4 		$2K Buy
+9
New +$1.4K ﹤0.01% 623
2021
Q1 		– Sell
-6
Closed -$1K – 874
2020
Q4 		$1K Buy
+6
New +$1.35K ﹤0.01% 670

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

Jones Financial Companies's WDAY Position: Q2 2026 in Review

Jones Financial Companies reduced its Workday (WDAY) stake by 1.1% in Q2 2026, selling an estimated $18.9K and leaving 13,078 shares worth $1.62M. The position accounts for ﹤0.01% of the portfolio, ranked #1661.

Jones Financial Companies first reported a position in WDAY in Q4 2020 and has held it in 12 quarters since. The position peaked at $1.64M in Q1 2026. 910 funds tracked by Wall St. Rank hold WDAY as of Q2 2026.

  • Jones Financial Companies held 13,078 shares of Workday worth $1.62M as of Q2 2026.
  • Jones Financial Companies sold 149 Workday shares in Q2 2026, an estimated $18.9K.
  • Workday made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1661 holding.
  • Jones Financial Companies first reported a position in Workday in Q4 2020 and has held it in 12 quarters since.
  • Jones Financial Companies's Workday position peaked at $1.64M in Q1 2026.
  • 910 funds tracked by Wall St. Rank held Workday as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.