Perigon Wealth Management
WDAY icon

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
Q3 		$432K Buy
2,269
+475
+26% +$82.7K 0.01% 970
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

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return

Perigon Wealth Management's WDAY Position: Q3 2026 in Review

Perigon Wealth Management increased its Workday (WDAY) stake by 26% in Q3 2026, buying an estimated $82.7K and bringing the position to 2,269 shares worth $432K. The position accounts for 0.01% of the portfolio, ranked #970.

Perigon Wealth Management first reported a position in WDAY in Q1 2016 and has held it in 28 quarters since. The position peaked at $510K in Q4 2021. 192 funds tracked by Wall St. Rank hold WDAY as of Q3 2026.

  • Perigon Wealth Management held 2,269 shares of Workday worth $432K as of Q3 2026.
  • Perigon Wealth Management bought 475 Workday shares in Q3 2026, an estimated $82.7K.
  • Workday made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #970 holding.
  • Perigon Wealth Management first reported a position in Workday in Q1 2016 and has held it in 28 quarters since.
  • Perigon Wealth Management's Workday position peaked at $510K in Q4 2021.
  • 192 funds tracked by Wall St. Rank held Workday as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.