Merit Financial Group
WDAY icon

Merit Financial Group’s Workday WDAY Stock Holding History

Merit Financial Group’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
Q3 		$1.01M Buy
5,308
+2,256
+74% +$393K 0.01% 1141
2026
Q2 		$374K Sell
3,052
-59
-2% -$7.47K ﹤0.01% 1676
2026
Q1 		$404K Buy
3,111
+261
+9% +$41.4K ﹤0.01% 1495
2025
Q4 		$612K Sell
2,850
-1,721
-38% -$391K ﹤0.01% 1180
2025
Q3 		$1.1M Sell
4,571
-855
-16% -$198K 0.01% 820
2025
Q2 		$1.3M Buy
5,426
+2,760
+104% +$672K 0.01% 666
2025
Q1 		$623K Buy
2,666
+426
+19% +$109K 0.01% 841
2024
Q4 		$578K Buy
+2,240
New +$572K 0.01% 675
2024
Q3 		– Sell
-3,240
Closed -$724K – 970
2024
Q2 		$724K Buy
3,240
+1,675
+107% +$403K 0.02% 494
2024
Q1 		$400K Buy
+1,565
New +$446K 0.01% 612
2020
Q4 		– Sell
-1,258
Closed -$271K – 241
2020
Q3 		$271K Sell
1,258
-892
-41% -$176K 0.02% 185
2020
Q2 		$403K Buy
+2,150
New +$348K 0.04% 145

Other funds holding WDAY

First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Merit Financial Group's WDAY Position: Q3 2026 in Review

Merit Financial Group increased its Workday (WDAY) stake by 74% in Q3 2026, buying an estimated $393K and bringing the position to 5,308 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #1141.

Merit Financial Group first reported a position in WDAY in Q2 2020 and has held it in 12 quarters since. The position peaked at $1.3M in Q2 2025. 605 funds tracked by Wall St. Rank hold WDAY as of Q3 2026.

  • Merit Financial Group held 5,308 shares of Workday worth $1.01M as of Q3 2026.
  • Merit Financial Group bought 2,256 Workday shares in Q3 2026, an estimated $393K.
  • Workday made up 0.01% of Merit Financial Group's portfolio in Q3 2026, its #1141 holding.
  • Merit Financial Group first reported a position in Workday in Q2 2020 and has held it in 12 quarters since.
  • Merit Financial Group's Workday position peaked at $1.3M in Q2 2025.
  • 605 funds tracked by Wall St. Rank held Workday as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.