LA
WDAY icon

LM Advisors’s Workday WDAY Stock Holding History

LM 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
Q2 		– Sell
-2,733
Closed -$638K – 229
2025
Q1 		$638K Buy
+2,733
New +$698K 0.11% 137
2024
Q2 		– Sell
-1,662
Closed -$453K – 220
2024
Q1 		$453K Buy
1,662
+1
+0.1% +$285 0.07% 143
2023
Q4 		$459K Buy
+1,661
New +$395K 0.09% 123

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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

LM Advisors's WDAY Position: Q2 2025 in Review

LM Advisors sold out of Workday (WDAY) in Q2 2025, closing a stake of 2,733 shares — an estimated $638K sold.

LM Advisors first reported a position in WDAY in Q4 2023 and held it in 3 quarters. The position peaked at $638K in Q1 2025. 1,139 funds tracked by Wall St. Rank hold WDAY as of Q2 2025.

  • LM Advisors reported no remaining Workday position as of Q2 2025 after selling out during the quarter.
  • LM Advisors sold 2,733 Workday shares in Q2 2025, an estimated $638K.
  • LM Advisors first reported a position in Workday in Q4 2023 and held it in 3 quarters.
  • LM Advisors's Workday position peaked at $638K in Q1 2025.
  • 1,139 funds tracked by Wall St. Rank held Workday as of Q2 2025.

Based on LM Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.