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Leeward Financial Partners’s Workday WDAY Stock Holding History

Leeward Financial 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
2025
Q1 		– Sell
-4,599
Closed -$1.19M – 98
2024
Q4 		$1.19M Sell
4,599
-2,181
-32% -$557K 0.42% 49
2024
Q3 		$1.66M Buy
6,780
+296
+5% +$69.9K 0.63% 42
2024
Q2 		$1.45M Buy
6,484
+709
+12% +$171K 0.59% 43
2024
Q1 		$1.58M Buy
5,775
+801
+16% +$228K 0.67% 43
2023
Q4 		$1.37M Buy
+4,974
New +$1.18M 0.66% 46

Other funds holding WDAY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Leeward Financial Partners's WDAY Position: Q1 2025 in Review

Leeward Financial Partners sold out of Workday (WDAY) in Q1 2025, closing a stake of 4,599 shares — an estimated $1.19M sold.

Leeward Financial Partners first reported a position in WDAY in Q4 2023 and held it in 5 quarters. The position peaked at $1.66M in Q3 2024. 1,144 funds tracked by Wall St. Rank hold WDAY as of Q1 2025.

  • Leeward Financial Partners reported no remaining Workday position as of Q1 2025 after selling out during the quarter.
  • Leeward Financial Partners sold 4,599 Workday shares in Q1 2025, an estimated $1.19M.
  • Leeward Financial Partners first reported a position in Workday in Q4 2023 and held it in 5 quarters.
  • Leeward Financial Partners's Workday position peaked at $1.66M in Q3 2024.
  • 1,144 funds tracked by Wall St. Rank held Workday as of Q1 2025.

Based on Leeward Financial Partners's 13F filing for Q1 2025, filed 9 May 2025.