Lido Advisors’s Workday WDAY Stock Holding History

Lido Advisors’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
2022 Q2	–	Sell	-900	Closed	-$215K	–	1079
2022 Q1	$215K	Hold	900	–	–	﹤0.01%	934
2021 Q4	$245K	Hold	900	–	–	﹤0.01%	885
2021 Q3	$224K	Sell	900 -2,000	-69%	-$495K	﹤0.01%	871
2021 Q2	$692K	Buy	+2,900	New	+$697K	0.01%	463

Other funds holding WDAY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Lido Advisors's WDAY Position: Q2 2026 in Review

Lido Advisors reduced its Workday (WDAY) stake by 1.8% in Q2 2026, selling an estimated $30K and leaving 12,940 shares worth $1.58M. The position accounts for ﹤0.01% of the portfolio, ranked #887.

Lido Advisors first reported a position in WDAY in Q1 2019 and has held it in 20 quarters since. The position peaked at $5.4M in Q2 2025. 917 funds tracked by Wall St. Rank hold WDAY as of Q2 2026.

Lido Advisors held 12,940 shares of Workday worth $1.58M as of Q2 2026.
Lido Advisors sold 237 Workday shares in Q2 2026, an estimated $30K.
Workday made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #887 holding.
Lido Advisors first reported a position in Workday in Q1 2019 and has held it in 20 quarters since.
Lido Advisors's Workday position peaked at $5.4M in Q2 2025.
917 funds tracked by Wall St. Rank held Workday as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.