MCM
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McRae Capital Management’s Workday WDAY Stock Holding History

McRae Capital Management’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 		$8.8M Buy
71,895
+758
+1% +$96K 1.73% 24
2026
Q1 		$9.24M Buy
71,137
+1,776
+3% +$282K 1.92% 23
2025
Q4 		$14.9M Buy
69,361
+5,597
+9% +$1.27M 3.04% 16
2025
Q3 		$15.3M Buy
63,764
+1,945
+3% +$450K 3.05% 13
2025
Q2 		$14.8M Buy
61,819
+1,541
+3% +$375K 3.04% 12
2025
Q1 		$14.1M Buy
60,278
+800
+1% +$204K 2.97% 14
2024
Q4 		$15.3M Buy
59,478
+328
+0.6% +$83.8K 3.01% 14
2024
Q3 		$14.5M Buy
59,150
+1,184
+2% +$280K 2.82% 16
2024
Q2 		$13M Buy
57,966
+28,869
+99% +$6.95M 2.95% 16
2024
Q1 		$7.94M Buy
29,097
+572
+2% +$163K 1.74% 24
2023
Q4 		$7.87M Buy
28,525
+285
+1% +$67.9K 1.97% 21
2023
Q3 		$6.07M Buy
28,240
+13
+0% +$3.02K 1.8% 22
2023
Q2 		$6.38M Buy
28,227
+285
+1% +$57.1K 1.81% 21
2023
Q1 		$5.77M Hold
27,942
– – 1.66% 24
2022
Q4 		$4.68M Sell
27,942
-265
-0.9% -$41.3K 1.37% 25
2022
Q3 		$4.29M Sell
28,207
-333
-1% -$52.1K 1.31% 25
2022
Q2 		$3.98M Sell
28,540
-725
-2% -$132K 1.08% 31
2022
Q1 		$7.01M Buy
29,265
+125
+0.4% +$29.8K 1.58% 28
2021
Q4 		$7.96M Buy
29,140
+1,665
+6% +$462K 1.66% 27
2021
Q3 		$6.87M Buy
27,475
+1,000
+4% +$248K 1.51% 27
2021
Q2 		$6.32M Buy
26,475
+4,810
+22% +$1.16M 1.45% 25
2021
Q1 		$5.38M Buy
21,665
+1,000
+5% +$247K 1.33% 26
2020
Q4 		$4.95M Sell
20,665
-275
-1% -$61.8K 1.42% 27
2020
Q3 		$4.5M Sell
20,940
-430
-2% -$85.1K 1.51% 25
2020
Q2 		$4M Buy
21,370
+6,890
+48% +$1.11M 1.5% 24
2020
Q1 		$1.89M Buy
+14,480
New +$2.44M 0.92% 30

Other funds holding WDAY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

McRae Capital Management's WDAY Position: Q2 2026 in Review

McRae Capital Management increased its Workday (WDAY) stake by 1.1% in Q2 2026, buying an estimated $96K and bringing the position to 71,895 shares worth $8.8M. The position accounts for 1.73% of the portfolio, ranked #24.

McRae Capital Management first reported a position in WDAY in Q1 2020 and has held it in 26 quarters since. The position peaked at $15.3M in Q3 2025. 908 funds tracked by Wall St. Rank hold WDAY as of Q2 2026.

  • McRae Capital Management held 71,895 shares of Workday worth $8.8M as of Q2 2026.
  • McRae Capital Management bought 758 Workday shares in Q2 2026, an estimated $96K.
  • Workday made up 1.73% of McRae Capital Management's portfolio in Q2 2026, its #24 holding.
  • McRae Capital Management first reported a position in Workday in Q1 2020 and has held it in 26 quarters since.
  • McRae Capital Management's Workday position peaked at $15.3M in Q3 2025.
  • 908 funds tracked by Wall St. Rank held Workday as of Q2 2026.

Based on McRae Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.