Root Financial Partners
WDAY icon

Root Financial Partners’s Workday WDAY Stock Holding History

Root Financial Partners’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 		$522K Buy
2,742
+138
+5% +$24K 0.02% 215
2026
Q2 		$319K Sell
2,604
-22
-0.8% -$2.79K 0.01% 271
2026
Q1 		$341K Sell
2,626
-99
-4% -$15.7K 0.02% 229
2025
Q4 		$585K Buy
2,725
+2,557
+1,522% +$581K 0.03% 145
2025
Q3 		$40.4K Buy
+168
New +$38.8K ﹤0.01% 751

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Robeco Institutional Asset Management
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Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 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
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Root Financial Partners's WDAY Position: Q3 2026 in Review

Root Financial Partners increased its Workday (WDAY) stake by 5.3% in Q3 2026, buying an estimated $24K and bringing the position to 2,742 shares worth $522K. The position accounts for 0.02% of the portfolio, ranked #215.

Root Financial Partners first reported a position in WDAY in Q3 2025 and has held it in 5 quarters since. The position peaked at $585K in Q4 2025. 327 funds tracked by Wall St. Rank hold WDAY as of Q3 2026.

  • Root Financial Partners held 2,742 shares of Workday worth $522K as of Q3 2026.
  • Root Financial Partners bought 138 Workday shares in Q3 2026, an estimated $24K.
  • Workday made up 0.02% of Root Financial Partners's portfolio in Q3 2026, its #215 holding.
  • Root Financial Partners first reported a position in Workday in Q3 2025 and has held it in 5 quarters since.
  • Root Financial Partners's Workday position peaked at $585K in Q4 2025.
  • 327 funds tracked by Wall St. Rank held Workday as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.