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 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 New York $6.73T AUM 46.02% 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 Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

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

Phoenix Financial's WDAY Position: Q1 2026 in Review

Phoenix Financial reduced its Workday (WDAY) stake by 72% in Q1 2026, selling an estimated $971K and leaving 2,328 shares worth $302K. The position accounts for ﹤0.01% of the portfolio, ranked #383.

Phoenix Financial first reported a position in WDAY in Q2 2020 and has held it in 10 quarters since. The position peaked at $2M in Q3 2025. 937 funds tracked by Wall St. Rank hold WDAY as of Q1 2026.

Phoenix Financial held 2,328 shares of Workday worth $302K as of Q1 2026.
Phoenix Financial sold 6,116 Workday shares in Q1 2026, an estimated $971K.
Workday made up ﹤0.01% of Phoenix Financial's portfolio in Q1 2026, its #383 holding.
Phoenix Financial first reported a position in Workday in Q2 2020 and has held it in 10 quarters since.
Phoenix Financial's Workday position peaked at $2M in Q3 2025.
937 funds tracked by Wall St. Rank held Workday as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.