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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
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

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

Root Financial Partners's WDAY Position: Q1 2026 in Review

Root Financial Partners reduced its Workday (WDAY) stake by 3.6% in Q1 2026, selling an estimated $15.7K and leaving 2,626 shares worth $341K. The position accounts for 0.02% of the portfolio, ranked #229.

Root Financial Partners first reported a position in WDAY in Q3 2025 and has held it in 3 quarters since. The position peaked at $585K in Q4 2025. 936 funds tracked by Wall St. Rank hold WDAY as of Q1 2026.

  • Root Financial Partners held 2,626 shares of Workday worth $341K as of Q1 2026.
  • Root Financial Partners sold 99 Workday shares in Q1 2026, an estimated $15.7K.
  • Workday made up 0.02% of Root Financial Partners's portfolio in Q1 2026, its #229 holding.
  • Root Financial Partners first reported a position in Workday in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Workday position peaked at $585K in Q4 2025.
  • 936 funds tracked by Wall St. Rank held Workday as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.