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Optimize Financial’s Workday WDAY Stock Holding History

Optimize Financial’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 		– Sell
-1,384
Closed -$297K – 470
2025
Q4 		$297K Buy
1,384
+16
+1% +$3.63K 0.15% 272
2025
Q3 		$329K Buy
+1,368
New +$316K 0.17% 245
2025
Q1 		– Sell
-806
Closed -$208K – 290
2024
Q4 		$208K Buy
+806
New +$206K 0.16% 209

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

Optimize Financial's WDAY Position: Q1 2026 in Review

Optimize Financial sold out of Workday (WDAY) in Q1 2026, closing a stake of 1,384 shares — an estimated $297K sold.

Optimize Financial first reported a position in WDAY in Q4 2024 and held it in 3 quarters. The position peaked at $329K in Q3 2025. 935 funds tracked by Wall St. Rank hold WDAY as of Q1 2026.

  • Optimize Financial reported no remaining Workday position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 1,384 Workday shares in Q1 2026, an estimated $297K.
  • Optimize Financial first reported a position in Workday in Q4 2024 and held it in 3 quarters.
  • Optimize Financial's Workday position peaked at $329K in Q3 2025.
  • 935 funds tracked by Wall St. Rank held Workday as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.