Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$235K Buy
1,005
+39
+4% +$9.95K 0.02% 337
2024
Q4
$249K Buy
966
+41
+4% +$10.5K 0.02% 322
2024
Q3
$226K Buy
+925
New +$218K 0.02% 337
2024
Q2
Sell
-823
Closed -$224K 411
2024
Q1
$224K Buy
823
+73
+10% +$20.8K 0.02% 320
2023
Q4
$207K Buy
+750
New +$179K 0.02% 330

Other funds holding WDAY

Marcum Wealth's WDAY Position: Q1 2025 in Review

Marcum Wealth increased its Workday (WDAY) stake by 4% in Q1 2025, buying an estimated $9.95K and bringing the position to 1,005 shares worth $235K. The position accounts for 0.02% of the portfolio, ranked #337.

Marcum Wealth first reported a position in WDAY in Q4 2023 and has held it in 5 quarters since. The position peaked at $249K in Q4 2024. 1,144 funds tracked by Wall St. Rank hold WDAY as of Q1 2025.

  • Marcum Wealth held 1,005 shares of Workday worth $235K as of Q1 2025.
  • Marcum Wealth bought 39 Workday shares in Q1 2025, an estimated $9.95K.
  • Workday made up 0.02% of Marcum Wealth's portfolio in Q1 2025, its #337 holding.
  • Marcum Wealth first reported a position in Workday in Q4 2023 and has held it in 5 quarters since.
  • Marcum Wealth's Workday position peaked at $249K in Q4 2024.
  • 1,144 funds tracked by Wall St. Rank held Workday as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.