Perigon Wealth Management’s Workday WDAY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $220K | Sell |
1,794
-1,036
| -37% | -$131K | ﹤0.01% | 1315 |
|
|
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
Perigon Wealth Management's WDAY Position: Q2 2026 in Review
Perigon Wealth Management reduced its Workday (WDAY) stake by 37% in Q2 2026, selling an estimated $131K and leaving 1,794 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #1315.
Perigon Wealth Management first reported a position in WDAY in Q1 2016 and has held it in 27 quarters since. The position peaked at $510K in Q4 2021. 914 funds tracked by Wall St. Rank hold WDAY as of Q2 2026.
- Perigon Wealth Management held 1,794 shares of Workday worth $220K as of Q2 2026.
- Perigon Wealth Management sold 1,036 Workday shares in Q2 2026, an estimated $131K.
- Workday made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1315 holding.
- Perigon Wealth Management first reported a position in Workday in Q1 2016 and has held it in 27 quarters since.
- Perigon Wealth Management's Workday position peaked at $510K in Q4 2021.
- 914 funds tracked by Wall St. Rank held Workday as of Q2 2026.
Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.