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LRI Investments’s Workday WDAY Stock Holding History

LRI Investments’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
2026
Q2 		$490 Sell
4
-187
-98% -$23.7K ﹤0.01% 1544
2026
Q1 		$24.8K Buy
191
+56
+41% +$8.89K ﹤0.01% 644
2025
Q4 		$29K Buy
+135
New +$30.7K ﹤0.01% 637

Other funds holding WDAY

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

LRI Investments's WDAY Position: Q2 2026 in Review

LRI Investments reduced its Workday (WDAY) stake by 98% in Q2 2026, selling an estimated $23.7K and leaving 4 shares worth $490. The position accounts for ﹤0.01% of the portfolio, ranked #1544.

LRI Investments first reported a position in WDAY in Q4 2025 and has held it in 3 quarters since. The position peaked at $29K in Q4 2025. 325 funds tracked by Wall St. Rank hold WDAY as of Q2 2026.

  • LRI Investments held 4 shares of Workday worth $490 as of Q2 2026.
  • LRI Investments sold 187 Workday shares in Q2 2026, an estimated $23.7K.
  • Workday made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1544 holding.
  • LRI Investments first reported a position in Workday in Q4 2025 and has held it in 3 quarters since.
  • LRI Investments's Workday position peaked at $29K in Q4 2025.
  • 325 funds tracked by Wall St. Rank held Workday as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.