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Perigon Wealth Management’s Workday WDAY Stock Holding History

Perigon Wealth Management’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 		$368K Buy
2,830
+797
+39% +$127K 0.01% 942
2025
Q4 		$437K Buy
2,033
+254
+14% +$57.7K 0.01% 857
2025
Q3 		$428K Sell
1,779
-66
-4% -$15.3K 0.01% 802
2025
Q2 		$443K Buy
1,845
+22
+1% +$5.36K 0.01% 707
2025
Q1 		$426K Buy
1,823
+202
+12% +$51.6K 0.01% 685
2024
Q4 		$406K Buy
1,621
+28
+2% +$7.15K 0.01% 703
2024
Q3 		$389K Buy
+1,593
New +$376K 0.01% 698
2024
Q1 		– Sell
-1,803
Closed -$498K – 917
2023
Q4 		$498K Sell
1,803
-56
-3% -$13.3K 0.02% 499
2023
Q3 		$399K Sell
1,859
-23
-1% -$5.33K 0.02% 501
2023
Q2 		$425K Buy
1,882
+85
+5% +$17K 0.02% 501
2023
Q1 		$371K Buy
1,797
+110
+7% +$20K 0.02% 469
2022
Q4 		$282K Sell
1,687
-921
-35% -$144K 0.02% 549
2022
Q3 		$397K Buy
2,608
+975
+60% +$153K 0.03% 370
2022
Q2 		$228K Sell
1,633
-178
-10% -$32.3K 0.02% 506
2022
Q1 		$434K Sell
1,811
-56
-3% -$13.3K 0.03% 389
2021
Q4 		$510K Buy
1,867
+33
+2% +$9.16K 0.04% 340
2021
Q3 		$458K Buy
1,834
+92
+5% +$22.8K 0.04% 320
2021
Q2 		$416K Buy
1,742
+179
+11% +$43K 0.04% 343
2021
Q1 		$388K Buy
1,563
+779
+99% +$192K 0.04% 342
2020
Q4 		$188K Buy
+784
New +$176K 0.02% 410
2020
Q3 		– Sell
-1,750
Closed -$328K – 400
2020
Q2 		$328K Hold
1,750
– – 0.05% 254
2020
Q1 		$254K Buy
+1,750
New +$295K 0.05% 264
2018
Q2 		– Sell
-350
Closed -$44K – 591
2018
Q1 		$44K Hold
350
– – 0.02% 331
2017
Q4 		$36K Hold
350
– – 0.01% 333
2017
Q3 		$37K Buy
+350
New +$36.1K 0.01% 373
2016
Q2 		– Sell
-1,201
Closed -$92K – 459
2016
Q1 		$92K Buy
+1,201
New +$79.5K 0.03% 168

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

Perigon Wealth Management's WDAY Position: Q1 2026 in Review

Perigon Wealth Management increased its Workday (WDAY) stake by 39% in Q1 2026, buying an estimated $127K and bringing the position to 2,830 shares worth $368K. The position accounts for 0.01% of the portfolio, ranked #942.

Perigon Wealth Management first reported a position in WDAY in Q1 2016 and has held it in 26 quarters since. The position peaked at $510K in Q4 2021. 935 funds tracked by Wall St. Rank hold WDAY as of Q1 2026.

  • Perigon Wealth Management held 2,830 shares of Workday worth $368K as of Q1 2026.
  • Perigon Wealth Management bought 797 Workday shares in Q1 2026, an estimated $127K.
  • Workday made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #942 holding.
  • Perigon Wealth Management first reported a position in Workday in Q1 2016 and has held it in 26 quarters since.
  • Perigon Wealth Management's Workday position peaked at $510K in Q4 2021.
  • 935 funds tracked by Wall St. Rank held Workday as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.