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PDS Planning’s Workday WDAY Stock Holding History

PDS Planning’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
Q2 		$220K Sell
1,797
-241
-12% -$30.5K 0.01% 540
2026
Q1 		$265K Buy
2,038
+3
+0.1% +$476 0.02% 430
2025
Q4 		$437K Buy
2,035
+303
+17% +$68.8K 0.03% 285
2025
Q3 		$417K Buy
1,732
+52
+3% +$12K 0.03% 288
2025
Q2 		$403K Buy
1,680
+355
+27% +$86.5K 0.03% 283
2025
Q1 		$309K Buy
1,325
+145
+12% +$37K 0.03% 315
2024
Q4 		$304K Buy
1,180
+12
+1% +$3.07K 0.03% 292
2024
Q3 		$285K Buy
1,168
+137
+13% +$32.4K 0.03% 307
2024
Q2 		$230K Sell
1,031
-20
-2% -$4.82K 0.02% 328
2024
Q1 		$287K Buy
1,051
+13
+1% +$3.7K 0.03% 272
2023
Q4 		$287K Sell
1,038
-38
-4% -$9.05K 0.03% 242
2023
Q3 		$231K Buy
1,076
+11
+1% +$2.55K 0.03% 267
2023
Q2 		$241K Buy
+1,065
New +$213K 0.03% 257

Other funds holding WDAY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PDS Planning's WDAY Position: Q2 2026 in Review

PDS Planning reduced its Workday (WDAY) stake by 12% in Q2 2026, selling an estimated $30.5K and leaving 1,797 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #540.

PDS Planning first reported a position in WDAY in Q2 2023 and has held it in 13 quarters since. The position peaked at $437K in Q4 2025. 914 funds tracked by Wall St. Rank hold WDAY as of Q2 2026.

  • PDS Planning held 1,797 shares of Workday worth $220K as of Q2 2026.
  • PDS Planning sold 241 Workday shares in Q2 2026, an estimated $30.5K.
  • Workday made up 0.01% of PDS Planning's portfolio in Q2 2026, its #540 holding.
  • PDS Planning first reported a position in Workday in Q2 2023 and has held it in 13 quarters since.
  • PDS Planning's Workday position peaked at $437K in Q4 2025.
  • 914 funds tracked by Wall St. Rank held Workday as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.