Next Financial Group’s Workday WDAY Stock Holding History

Next 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
2021 Q4	$136K	Buy	496 +37	+8%	+$10.3K	0.01%	1041
2021 Q3	$115K	Sell	459 -15	-3%	-$3.71K	0.01%	1052
2021 Q2	$113K	Buy	474 +11	+2%	+$2.65K	0.01%	1061
2021 Q1	$115K	Sell	463 -3	-0.6%	-$741	0.01%	972
2020 Q4	$112K	Sell	466 -959	-67%	-$215K	0.01%	922
2020 Q3	$306K	Buy	1,425 +234	+20%	+$46.3K	0.03%	497
2020 Q2	$223K	Buy	1,191 +713	+149%	+$115K	0.03%	502
2020 Q1	$62K	Hold	478	–	–	0.01%	914
2019 Q4	$79K	Sell	478 -243	-34%	-$40.3K	0.01%	1041
2019 Q3	$123K	Buy	721 +35	+5%	+$6.76K	0.01%	844
2019 Q2	$141K	Buy	686 +653	+1,979%	+$132K	0.02%	783
2019 Q1	$6K	Sell	33 -478	-94%	-$86.9K	﹤0.01%	1231
2018 Q4	$82K	Buy	+511	New	+$72.4K	0.02%	648
2017 Q1	–	Sell	-500	Closed	-$33K	–	2310
2016 Q4	$33K	Hold	500	–	–	0.01%	1132
2016 Q3	$46K	Buy	+500	New	+$41.7K	0.01%	985

Other funds holding WDAY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Next Financial Group's WDAY Position: Q4 2021 in Review

Next Financial Group increased its Workday (WDAY) stake by 8.1% in Q4 2021, buying an estimated $10.3K and bringing the position to 496 shares worth $136K. The position accounts for 0.01% of the portfolio, ranked #1041.

Next Financial Group first reported a position in WDAY in Q3 2016 and has held it in 15 quarters since. The position peaked at $306K in Q3 2020. 875 funds tracked by Wall St. Rank hold WDAY as of Q4 2021.

Next Financial Group held 496 shares of Workday worth $136K as of Q4 2021.
Next Financial Group bought 37 Workday shares in Q4 2021, an estimated $10.3K.
Workday made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1041 holding.
Next Financial Group first reported a position in Workday in Q3 2016 and has held it in 15 quarters since.
Next Financial Group's Workday position peaked at $306K in Q3 2020.
875 funds tracked by Wall St. Rank held Workday as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.