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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
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

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 $3.37T AUM 44.26% 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

Root Financial Partners's WDAY Position: Q2 2026 in Review

Root Financial Partners reduced its Workday (WDAY) stake by 0.84% in Q2 2026, selling an estimated $2.79K and leaving 2,604 shares worth $319K. The position accounts for 0.01% of the portfolio, ranked #271.

Root Financial Partners first reported a position in WDAY in Q3 2025 and has held it in 4 quarters since. The position peaked at $585K in Q4 2025. 914 funds tracked by Wall St. Rank hold WDAY as of Q2 2026.

  • Root Financial Partners held 2,604 shares of Workday worth $319K as of Q2 2026.
  • Root Financial Partners sold 22 Workday shares in Q2 2026, an estimated $2.79K.
  • Workday made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #271 holding.
  • Root Financial Partners first reported a position in Workday in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Workday position peaked at $585K in Q4 2025.
  • 914 funds tracked by Wall St. Rank held Workday as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.