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Montag & Associates’s Workday WDAY Stock Holding History

Montag & Associates’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
Q1 		$135K Sell
1,037
-378
-27% -$60K 0.01% 468
2025
Q4 		$304K Sell
1,415
-3,283
-70% -$746K 0.01% 358
2025
Q3 		$1.13M Sell
4,698
-83
-2% -$19.2K 0.05% 224
2025
Q2 		$1.15M Sell
4,781
-154
-3% -$37.5K 0.06% 215
2025
Q1 		$1.15M Buy
4,935
+1,307
+36% +$334K 0.06% 224
2024
Q4 		$936K Hold
3,628
– – 0.04% 247
2024
Q3 		$887K Sell
3,628
-19
-0.5% -$4.49K 0.04% 257
2024
Q2 		$815K Sell
3,647
-37
-1% -$8.91K 0.04% 254
2024
Q1 		$1M Sell
3,684
-63
-2% -$17.9K 0.05% 244
2023
Q4 		$1.03M Buy
3,747
+248
+7% +$59K 0.06% 220
2023
Q3 		$752K Hold
3,499
– – 0.05% 251
2023
Q2 		$790K Sell
3,499
-427
-11% -$85.5K 0.05% 241
2023
Q1 		$811K Sell
3,926
-1,261
-24% -$229K 0.05% 235
2022
Q4 		$868K Sell
5,187
-9,016
-63% -$1.41M 0.06% 218
2022
Q3 		$2.16M Buy
14,203
+1,894
+15% +$296K 0.15% 132
2022
Q2 		$1.72M Sell
12,309
-2,586
-17% -$470K 0.11% 157
2022
Q1 		$3.57M Sell
14,895
-17
-0.1% -$4.05K 0.19% 125
2021
Q4 		$4.07M Buy
14,912
+210
+1% +$58.3K 0.2% 120
2021
Q3 		$3.67M Sell
14,702
-8,283
-36% -$2.05M 0.2% 118
2021
Q2 		$5.49M Sell
22,985
-7,112
-24% -$1.71M 0.29% 93
2021
Q1 		$7.48M Sell
30,097
-1,003
-3% -$248K 0.42% 67
2020
Q4 		$7.45M Buy
31,100
+15,197
+96% +$3.41M 0.46% 63
2020
Q3 		$3.42M Buy
+15,903
New +$3.15M 0.28% 96

Other funds holding WDAY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Montag & Associates's WDAY Position: Q1 2026 in Review

Montag & Associates reduced its Workday (WDAY) stake by 27% in Q1 2026, selling an estimated $60K and leaving 1,037 shares worth $135K. The position accounts for 0.01% of the portfolio, ranked #468.

Montag & Associates first reported a position in WDAY in Q3 2020 and has held it in 23 quarters since. The position peaked at $7.48M in Q1 2021. 935 funds tracked by Wall St. Rank hold WDAY as of Q1 2026.

  • Montag & Associates held 1,037 shares of Workday worth $135K as of Q1 2026.
  • Montag & Associates sold 378 Workday shares in Q1 2026, an estimated $60K.
  • Workday made up 0.01% of Montag & Associates's portfolio in Q1 2026, its #468 holding.
  • Montag & Associates first reported a position in Workday in Q3 2020 and has held it in 23 quarters since.
  • Montag & Associates's Workday position peaked at $7.48M in Q1 2021.
  • 935 funds tracked by Wall St. Rank held Workday as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.