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Park Square Financial Group’s Workday WDAY Stock Holding History

Park Square 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
2025
Q3 		– Sell
-569
Closed -$137K – 956
2025
Q2 		$137K Buy
569
+87
+18% +$21.2K 0.1% 157
2025
Q1 		$113K Buy
482
+29
+6% +$7.4K 0.09% 156
2024
Q4 		$117K Buy
+453
New +$116K 0.08% 158

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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Park Square Financial Group's WDAY Position: Q3 2025 in Review

Park Square Financial Group sold out of Workday (WDAY) in Q3 2025, closing a stake of 569 shares — an estimated $137K sold.

Park Square Financial Group first reported a position in WDAY in Q4 2024 and held it in 3 quarters. The position peaked at $137K in Q2 2025. 1,095 funds tracked by Wall St. Rank hold WDAY as of Q3 2025.

  • Park Square Financial Group reported no remaining Workday position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 569 Workday shares in Q3 2025, an estimated $137K.
  • Park Square Financial Group first reported a position in Workday in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's Workday position peaked at $137K in Q2 2025.
  • 1,095 funds tracked by Wall St. Rank held Workday as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.