Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Workday WDAY Stock Holding History

Kovitz Investment Group Partners’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
-143,532
Closed -$30.8M – 528
2025
Q4 		$30.8M Sell
143,532
-8,521
-6% -$1.94M 0.68% 33
2025
Q3 		$36.6M Buy
152,053
+97,113
+177% +$22.5M 0.14% 137
2025
Q2 		$13.2M Buy
54,940
+47,353
+624% +$11.5M 0.06% 257
2025
Q1 		$1.77M Buy
7,587
+2,455
+48% +$627K 0.01% 604
2024
Q4 		$1.32M Sell
5,132
-67
-1% -$17.1K 0.01% 658
2024
Q3 		$980K Buy
5,199
+1,573
+43% +$372K 0.01% 631
2024
Q2 		$811K Sell
3,626
-225
-6% -$54.2K 0.01% 581
2024
Q1 		$1.05M Sell
3,851
-164
-4% -$46.7K 0.01% 402
2023
Q4 		$1.11M Sell
4,015
-388
-9% -$92.4K 0.02% 283
2023
Q3 		$946K Sell
4,403
-230
-5% -$53.3K 0.02% 288
2023
Q2 		$1.05M Sell
4,633
-191
-4% -$38.3K 0.02% 291
2023
Q1 		$996K Sell
4,824
-177
-4% -$32.2K 0.02% 294
2022
Q4 		$837K Sell
5,001
-10,161
-67% -$1.58M 0.02% 301
2022
Q3 		$2.31M Buy
15,162
+6,111
+68% +$957K 0.05% 214
2022
Q2 		$1.26M Buy
+9,051
New +$1.64M 0.03% 255

Other funds holding WDAY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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 $29.8B AUM 12.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $1.61T AUM 30.72% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Kovitz Investment Group Partners's WDAY Position: Q1 2026 in Review

Kovitz Investment Group Partners sold out of Workday (WDAY) in Q1 2026, closing a stake of 143,532 shares — an estimated $30.8M sold.

Kovitz Investment Group Partners first reported a position in WDAY in Q2 2022 and held it in 15 quarters. The position peaked at $36.6M in Q3 2025. 937 funds tracked by Wall St. Rank hold WDAY as of Q1 2026.

  • Kovitz Investment Group Partners reported no remaining Workday position as of Q1 2026 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 143,532 Workday shares in Q1 2026, an estimated $30.8M.
  • Kovitz Investment Group Partners first reported a position in Workday in Q2 2022 and held it in 15 quarters.
  • Kovitz Investment Group Partners's Workday position peaked at $36.6M in Q3 2025.
  • 937 funds tracked by Wall St. Rank held Workday as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.