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Pin Oak Investment Advisors’s Workday WDAY Stock Holding History

Pin Oak Investment Advisors’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
2025
Q4 		– Sell
-133
Closed -$32K – 520
2025
Q3 		$32K Sell
133
-104
-44% -$24K 0.02% 250
2025
Q2 		$55K Hold
237
– – 0.05% 187
2025
Q1 		$57K Hold
237
– – 0.04% 179
2024
Q4 		$58K Hold
237
– – 0.05% 172
2024
Q3 		$57K Buy
237
+85
+56% +$20.1K 0.05% 175
2024
Q2 		$34K Hold
152
– – 0.03% 211
2024
Q1 		$41K Hold
152
– – 0.04% 186
2023
Q4 		$42K Hold
152
– – 0.04% 178
2023
Q3 		$33K Hold
152
– – 0.04% 199
2023
Q2 		$34K Buy
+152
New +$30.4K 0.04% 199

Other funds holding WDAY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Pin Oak Investment Advisors's WDAY Position: Q4 2025 in Review

Pin Oak Investment Advisors sold out of Workday (WDAY) in Q4 2025, closing a stake of 133 shares — an estimated $32K sold.

Pin Oak Investment Advisors first reported a position in WDAY in Q2 2023 and held it in 10 quarters. The position peaked at $58K in Q4 2024. 1,095 funds tracked by Wall St. Rank hold WDAY as of Q4 2025.

  • Pin Oak Investment Advisors reported no remaining Workday position as of Q4 2025 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 133 Workday shares in Q4 2025, an estimated $32K.
  • Pin Oak Investment Advisors first reported a position in Workday in Q2 2023 and held it in 10 quarters.
  • Pin Oak Investment Advisors's Workday position peaked at $58K in Q4 2024.
  • 1,095 funds tracked by Wall St. Rank held Workday as of Q4 2025.

Based on Pin Oak Investment Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.