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Phoenix Financial’s Workday WDAY Stock Holding History

Phoenix Financial’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 		$349K Buy
2,852
+524
+23% +$66.4K ﹤0.01% 399
2026
Q1 		$302K Sell
2,328
-6,116
-72% -$971K ﹤0.01% 383
2025
Q4 		$1.81M Buy
8,444
+137
+2% +$31.1K 0.02% 185
2025
Q3 		$2M Buy
+8,307
New +$1.92M 0.02% 182
2025
Q2 		– Sell
-1,166
Closed -$273K – 453
2025
Q1 		$273K Buy
+1,166
New +$298K ﹤0.01% 307
2024
Q2 		– Sell
-3,807
Closed -$1.04M – 444
2024
Q1 		$1.04M Buy
3,807
+2,347
+161% +$668K 0.01% 223
2023
Q4 		$403K Buy
+1,460
New +$348K 0.01% 252
2023
Q3 		– Sell
-3,880
Closed -$876K – 369
2023
Q2 		$876K Buy
+3,880
New +$777K 0.02% 221
2021
Q1 		– Sell
-1,443
Closed -$341K – 482
2020
Q4 		$341K Buy
1,443
+218
+18% +$49K 0.01% 278
2020
Q3 		$255K Sell
1,225
-10
-0.8% -$1.98K 0.01% 271
2020
Q2 		$217K Buy
+1,235
New +$200K 0.01% 288

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 $3.38T AUM 44.17% 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

Phoenix Financial's WDAY Position: Q2 2026 in Review

Phoenix Financial increased its Workday (WDAY) stake by 23% in Q2 2026, buying an estimated $66.4K and bringing the position to 2,852 shares worth $349K. The position accounts for ﹤0.01% of the portfolio, ranked #399.

Phoenix Financial first reported a position in WDAY in Q2 2020 and has held it in 11 quarters since. The position peaked at $2M in Q3 2025. 917 funds tracked by Wall St. Rank hold WDAY as of Q2 2026.

  • Phoenix Financial held 2,852 shares of Workday worth $349K as of Q2 2026.
  • Phoenix Financial bought 524 Workday shares in Q2 2026, an estimated $66.4K.
  • Workday made up ﹤0.01% of Phoenix Financial's portfolio in Q2 2026, its #399 holding.
  • Phoenix Financial first reported a position in Workday in Q2 2020 and has held it in 11 quarters since.
  • Phoenix Financial's Workday position peaked at $2M in Q3 2025.
  • 917 funds tracked by Wall St. Rank held Workday as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.