Orion Portfolio Solutions’s Workday WDAY Stock Holding History

Orion Portfolio Solutions’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	$12M	Sell	51,566 -1,118	-2%	-$285K	0.12%	153
2024 Q4	$13.6M	Sell	52,684 -7,258	-12%	-$1.85M	0.14%	139
2024 Q3	$14.7M	Sell	59,942 -6,681	-10%	-$1.58M	0.15%	136
2024 Q2	$14.9M	Buy	66,623 +4,492	+7%	+$1.08M	0.16%	123
2024 Q1	$16.9M	Buy	62,131 +3,190	+5%	+$908K	0.18%	111
2023 Q4	$16.1M	Sell	58,941 -19,272	-25%	-$4.59M	0.19%	110
2023 Q3	$16.8M	Sell	78,213 -2,803	-3%	-$650K	0.2%	106
2023 Q2	$18.3M	Buy	81,016 +1,526	+2%	+$306K	0.19%	95
2023 Q1	$16.4M	Buy	+79,490	New	+$14.5M	0.2%	102
2020 Q3	–	Sell	-131	Closed	-$25K	–	2038
2020 Q2	$25K	Sell	131 -103	-44%	-$16.6K	﹤0.01%	888
2020 Q1	$30K	Buy	234 +7	+3%	+$1.18K	﹤0.01%	719
2019 Q4	$37K	Buy	+227	New	+$37.7K	﹤0.01%	614

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

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

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

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Orion Portfolio Solutions's WDAY Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Workday (WDAY) stake by 2.1% in Q1 2025, selling an estimated $285K and leaving 51,566 shares worth $12M. The position accounts for 0.12% of the portfolio, ranked #153.

Orion Portfolio Solutions first reported a position in WDAY in Q4 2019 and has held it in 12 quarters since. The position peaked at $18.3M in Q2 2023. 1,143 funds tracked by Wall St. Rank hold WDAY as of Q1 2025.

Orion Portfolio Solutions held 51,566 shares of Workday worth $12M as of Q1 2025.
Orion Portfolio Solutions sold 1,118 Workday shares in Q1 2025, an estimated $285K.
Workday made up 0.12% of Orion Portfolio Solutions's portfolio in Q1 2025, its #153 holding.
Orion Portfolio Solutions first reported a position in Workday in Q4 2019 and has held it in 12 quarters since.
Orion Portfolio Solutions's Workday position peaked at $18.3M in Q2 2023.
1,143 funds tracked by Wall St. Rank held Workday as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.