Lion Street Advisors’s Workday WDAY Stock Holding History

Lion Street 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
2025 Q3	–	Sell	-1,103	Closed	-$265K	–	337
2025 Q2	$265K	Buy	+1,103	New	+$269K	0.08%	230

Other funds holding WDAY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Lion Street Advisors's WDAY Position: Q3 2025 in Review

Lion Street Advisors sold out of Workday (WDAY) in Q3 2025, closing a stake of 1,103 shares — an estimated $265K sold.

Lion Street Advisors first reported a position in WDAY in Q2 2025 and held it in 1 quarter. The position peaked at $265K in Q2 2025. 1,097 funds tracked by Wall St. Rank hold WDAY as of Q3 2025.

Lion Street Advisors reported no remaining Workday position as of Q3 2025 after selling out during the quarter.
Lion Street Advisors sold 1,103 Workday shares in Q3 2025, an estimated $265K.
Lion Street Advisors first reported a position in Workday in Q2 2025 and held it in 1 quarter.
Lion Street Advisors's Workday position peaked at $265K in Q2 2025.
1,097 funds tracked by Wall St. Rank held Workday as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.