Roxbury Financial
WDAY icon

Roxbury Financial’s Workday WDAY Stock Holding History

Roxbury 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
Q3 		$14.3K Hold
75
– – 0.01% 314
2026
Q2 		$9.18K Hold
75
– – 0.01% 326
2026
Q1 		$9.7K Hold
75
– – 0.01% 303
2025
Q4 		$16.1K Hold
75
– – 0.01% 268
2025
Q3 		$18.1K Hold
75
– – 0.02% 255
2025
Q2 		$18K Sell
75
-25
-25% -$6.09K 0.02% 255
2025
Q1 		$26.3K Hold
100
– – 0.03% 221
2024
Q4 		$25K Buy
+100
New +$25.5K 0.02% 225

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Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
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

Roxbury Financial's WDAY Position: Q3 2026 in Review

Roxbury Financial held its Workday (WDAY) position steady in Q3 2026 at 75 shares worth $14.3K. The position accounts for 0.01% of the portfolio, ranked #314.

Roxbury Financial first reported a position in WDAY in Q4 2024 and has held it in 8 quarters since. The position peaked at $26.3K in Q1 2025. 385 funds tracked by Wall St. Rank hold WDAY as of Q3 2026.

  • Roxbury Financial held 75 shares of Workday worth $14.3K as of Q3 2026.
  • Roxbury Financial left its Workday share count unchanged in Q3 2026.
  • Workday made up 0.01% of Roxbury Financial's portfolio in Q3 2026, its #314 holding.
  • Roxbury Financial first reported a position in Workday in Q4 2024 and has held it in 8 quarters since.
  • Roxbury Financial's Workday position peaked at $26.3K in Q1 2025.
  • 385 funds tracked by Wall St. Rank held Workday as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.