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Sage Mountain Advisors’s Workday WDAY Stock Holding History

Sage Mountain 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
Q2 		– Sell
-861
Closed -$201K – 551
2025
Q1 		$201K Buy
+861
New +$220K 0.01% 379
2024
Q4 		– Sell
-932
Closed -$228K – 521
2024
Q3 		$228K Buy
+932
New +$220K 0.02% 357

Other funds holding WDAY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Sage Mountain Advisors's WDAY Position: Q2 2025 in Review

Sage Mountain Advisors sold out of Workday (WDAY) in Q2 2025, closing a stake of 861 shares — an estimated $201K sold.

Sage Mountain Advisors first reported a position in WDAY in Q3 2024 and held it in 2 quarters. The position peaked at $228K in Q3 2024. 1,139 funds tracked by Wall St. Rank hold WDAY as of Q2 2025.

  • Sage Mountain Advisors reported no remaining Workday position as of Q2 2025 after selling out during the quarter.
  • Sage Mountain Advisors sold 861 Workday shares in Q2 2025, an estimated $201K.
  • Sage Mountain Advisors first reported a position in Workday in Q3 2024 and held it in 2 quarters.
  • Sage Mountain Advisors's Workday position peaked at $228K in Q3 2024.
  • 1,139 funds tracked by Wall St. Rank held Workday as of Q2 2025.

Based on Sage Mountain Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.