Schechter Investment Advisors’s Workday WDAY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$1M Sell
4,294
-513
-11% -$131K 0.08% 238
2024
Q4
$1.24M Sell
4,807
-77
-2% -$19.7K 0.1% 199
2024
Q3
$1.19M Buy
4,884
+1,314
+37% +$310K 0.09% 217
2024
Q2
$798K Sell
3,570
-134
-4% -$32.3K 0.06% 284
2024
Q1
$1.01M Sell
3,704
-163
-4% -$46.4K 0.08% 246
2023
Q4
$1.07M Sell
3,867
-67
-2% -$16K 0.09% 219
2023
Q3
$845K Buy
3,934
+1
+0% +$232 0.08% 248
2023
Q2
$888K Buy
+3,933
New +$788K 0.08% 264

Other funds holding WDAY

Schechter Investment Advisors's WDAY Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Workday (WDAY) stake by 11% in Q1 2025, selling an estimated $131K and leaving 4,294 shares worth $1M. The position accounts for 0.08% of the portfolio, ranked #238.

Schechter Investment Advisors first reported a position in WDAY in Q2 2023 and has held it in 8 quarters since. The position peaked at $1.24M in Q4 2024. 1,143 funds tracked by Wall St. Rank hold WDAY as of Q1 2025.

  • Schechter Investment Advisors held 4,294 shares of Workday worth $1M as of Q1 2025.
  • Schechter Investment Advisors sold 513 Workday shares in Q1 2025, an estimated $131K.
  • Workday made up 0.08% of Schechter Investment Advisors's portfolio in Q1 2025, its #238 holding.
  • Schechter Investment Advisors first reported a position in Workday in Q2 2023 and has held it in 8 quarters since.
  • Schechter Investment Advisors's Workday position peaked at $1.24M in Q4 2024.
  • 1,143 funds tracked by Wall St. Rank held Workday as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.