Kovitz Investment Group Partners’s Workday WDAY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$13.2M Buy
54,940
+47,353
+624% +$11.4M 0.06% 257
2025
Q1
$1.77M Buy
7,587
+2,455
+48% +$573K 0.01% 603
2024
Q4
$1.32M Sell
5,132
-67
-1% -$17.3K 0.01% 657
2024
Q3
$980K Buy
5,199
+1,573
+43% +$296K 0.01% 629
2024
Q2
$811K Sell
3,626
-225
-6% -$50.3K 0.01% 579
2024
Q1
$1.05M Sell
3,851
-164
-4% -$44.7K 0.01% 400
2023
Q4
$1.11M Sell
4,015
-388
-9% -$107K 0.02% 282
2023
Q3
$946K Sell
4,403
-230
-5% -$49.4K 0.02% 287
2023
Q2
$1.05M Sell
4,633
-191
-4% -$43.1K 0.02% 289
2023
Q1
$996K Sell
4,824
-177
-4% -$36.5K 0.02% 292
2022
Q4
$837K Sell
5,001
-10,161
-67% -$1.7M 0.02% 299
2022
Q3
$2.31M Buy
15,162
+6,111
+68% +$930K 0.05% 213
2022
Q2
$1.26M Buy
+9,051
New +$1.26M 0.03% 254