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Montrusco Bolton Investments’s Workday WDAY Stock Holding History

Montrusco Bolton Investments’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
Q1 		– Sell
-1,053,221
Closed -$264M – 68
2024
Q4 		$264M Sell
1,053,221
-242,997
-19% -$62.1M 3.19% 13
2024
Q3 		$310M Sell
1,296,218
-155,678
-11% -$36.8M 3.27% 14
2024
Q2 		$318M Buy
1,451,896
+213,306
+17% +$51.4M 3.33% 15
2024
Q1 		$331M Buy
1,238,590
+40,530
+3% +$11.5M 3.52% 14
2023
Q4 		$323M Buy
1,198,060
+20,043
+2% +$4.77M 4% 10
2023
Q3 		$247M Buy
1,178,017
+59,027
+5% +$13.7M 3.61% 11
2023
Q2 		$246M Buy
1,118,990
+245,475
+28% +$49.2M 3.81% 9
2023
Q1 		$173M Buy
873,515
+134,068
+18% +$24.4M 3.58% 7
2022
Q4 		$118M Sell
739,447
-86,367
-10% -$13.5M 2.75% 14
2022
Q3 		$124M Buy
825,814
+7,852
+1% +$1.23M 3.27% 7
2022
Q2 		$112M Buy
817,962
+243,337
+42% +$44.2M 2.99% 12
2022
Q1 		$136M Buy
574,625
+100,715
+21% +$24M 3.13% 7
2021
Q4 		$127M Buy
+473,910
New +$132M 3% 9

Other funds holding WDAY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Montrusco Bolton Investments's WDAY Position: Q1 2025 in Review

Montrusco Bolton Investments sold out of Workday (WDAY) in Q1 2025, closing a stake of 1,053,221 shares — an estimated $264M sold.

Montrusco Bolton Investments first reported a position in WDAY in Q4 2021 and held it in 13 quarters. The position peaked at $331M in Q1 2024. 1,144 funds tracked by Wall St. Rank hold WDAY as of Q1 2025.

  • Montrusco Bolton Investments reported no remaining Workday position as of Q1 2025 after selling out during the quarter.
  • Montrusco Bolton Investments sold 1,053,221 Workday shares in Q1 2025, an estimated $264M.
  • Montrusco Bolton Investments first reported a position in Workday in Q4 2021 and held it in 13 quarters.
  • Montrusco Bolton Investments's Workday position peaked at $331M in Q1 2024.
  • 1,144 funds tracked by Wall St. Rank held Workday as of Q1 2025.

Based on Montrusco Bolton Investments's 13F filing for Q1 2025, filed 2 May 2025.