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Personal CFO Solutions’s Workday WDAY Stock Holding History

Personal CFO Solutions’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 		– Sell
-981
Closed -$211K – 568
2025
Q4 		$211K Sell
981
-2,146
-69% -$488K 0.03% 491
2025
Q3 		$753K Sell
3,127
-1,980
-39% -$458K 0.13% 159
2025
Q2 		$1.23M Sell
5,107
-404
-7% -$98.4K 0.23% 86
2025
Q1 		$1.29M Sell
5,511
-441
-7% -$113K 0.26% 76
2024
Q4 		$1.54M Sell
5,952
-23
-0.4% -$5.88K 0.3% 60
2024
Q3 		$1.46M Buy
5,975
+1,043
+21% +$246K 0.2% 91
2024
Q2 		$1.1M Sell
4,932
-262
-5% -$63.1K 0.17% 117
2024
Q1 		$1.42M Sell
5,194
-6
-0.1% -$1.71K 0.22% 88
2023
Q4 		$1.44M Buy
5,200
+60
+1% +$14.3K 0.25% 76
2023
Q3 		$1.1M Buy
5,140
+223
+5% +$51.7K 0.22% 87
2023
Q2 		$1.11M Buy
4,917
+2,878
+141% +$576K 0.23% 88
2023
Q1 		$421K Buy
2,039
+205
+11% +$37.3K 0.09% 227
2022
Q4 		$312K Buy
1,834
+254
+16% +$39.6K 0.07% 283
2022
Q3 		$241K Buy
+1,580
New +$247K 0.06% 310
2022
Q2 		– Sell
-1,428
Closed -$342K – 497
2022
Q1 		$342K Sell
1,428
-64
-4% -$15.3K 0.07% 285
2021
Q4 		$408K Buy
1,492
+91
+6% +$25.3K 0.08% 238
2021
Q3 		$350K Buy
1,401
+32
+2% +$7.92K 0.07% 252
2021
Q2 		$327K Buy
1,369
+68
+5% +$16.4K 0.07% 265
2021
Q1 		$323K Buy
1,301
+143
+12% +$35.3K 0.07% 240
2020
Q4 		$277K Sell
1,158
-1,053
-48% -$237K 0.07% 262
2020
Q3 		$0 Buy
2,211
+156
+8% +$30.9K ﹤0.01% 333
2020
Q2 		$385K Buy
+2,055
New +$332K 0.11% 169

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

Personal CFO Solutions's WDAY Position: Q1 2026 in Review

Personal CFO Solutions sold out of Workday (WDAY) in Q1 2026, closing a stake of 981 shares — an estimated $211K sold.

Personal CFO Solutions first reported a position in WDAY in Q2 2020 and held it in 22 quarters. The position peaked at $1.54M in Q4 2024. 935 funds tracked by Wall St. Rank hold WDAY as of Q1 2026.

  • Personal CFO Solutions reported no remaining Workday position as of Q1 2026 after selling out during the quarter.
  • Personal CFO Solutions sold 981 Workday shares in Q1 2026, an estimated $211K.
  • Personal CFO Solutions first reported a position in Workday in Q2 2020 and held it in 22 quarters.
  • Personal CFO Solutions's Workday position peaked at $1.54M in Q4 2024.
  • 935 funds tracked by Wall St. Rank held Workday as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.