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Montag & Caldwell’s Workday WDAY Stock Holding History

Montag & Caldwell’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
2025
Q2 		$6.73M Sell
28,053
-2,142
-7% -$522K 1.47% 30
2025
Q1 		$7.05M Sell
30,195
-1,111
-4% -$284K 1.64% 28
2024
Q4 		$8.08M Sell
31,306
-2,202
-7% -$563K 1.72% 23
2024
Q3 		$8.19M Buy
33,508
+28,668
+592% +$6.77M 1.66% 27
2024
Q2 		$1.08M Hold
4,840
– – 0.22% 47
2024
Q1 		$1.32M Buy
4,840
+891
+23% +$254K 0.23% 38
2023
Q4 		$1.09M Buy
3,949
+1,156
+41% +$275K 0.19% 40
2023
Q3 		$600K Buy
+2,793
New +$648K 0.08% 60

Other funds holding WDAY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Montag & Caldwell's WDAY Position: Q2 2025 in Review

Montag & Caldwell reduced its Workday (WDAY) stake by 7.1% in Q2 2025, selling an estimated $522K and leaving 28,053 shares worth $6.73M. The position accounts for 1.47% of the portfolio, ranked #30.

Montag & Caldwell first reported a position in WDAY in Q3 2023 and has held it in 8 quarters since. The position peaked at $8.19M in Q3 2024. 1,140 funds tracked by Wall St. Rank hold WDAY as of Q2 2025.

  • Montag & Caldwell held 28,053 shares of Workday worth $6.73M as of Q2 2025.
  • Montag & Caldwell sold 2,142 Workday shares in Q2 2025, an estimated $522K.
  • Workday made up 1.47% of Montag & Caldwell's portfolio in Q2 2025, its #30 holding.
  • Montag & Caldwell first reported a position in Workday in Q3 2023 and has held it in 8 quarters since.
  • Montag & Caldwell's Workday position peaked at $8.19M in Q3 2024.
  • 1,140 funds tracked by Wall St. Rank held Workday as of Q2 2025.

Based on Montag & Caldwell's 13F filing for Q2 2025, filed 15 Aug 2025.