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Sendero Wealth Management’s Workday WDAY Stock Holding History

Sendero Wealth Management’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 		$1.88M Buy
15,392
+5,414
+54% +$686K 0.19% 84
2026
Q1 		$1.3M Buy
9,978
+1,057
+12% +$168K 0.14% 88
2025
Q4 		$1.92M Buy
8,921
+336
+4% +$76.3K 0.21% 70
2025
Q3 		$2.07M Buy
8,585
+2,024
+31% +$468K 0.24% 65
2025
Q2 		$1.57M Buy
6,561
+352
+6% +$85.7K 0.2% 75
2025
Q1 		$1.45M Buy
6,209
+6
+0.1% +$1.53K 0.2% 70
2024
Q4 		$1.6M Buy
6,203
+2,003
+48% +$512K 0.24% 66
2024
Q3 		$1.03M Buy
4,200
+872
+26% +$206K 0.16% 77
2024
Q2 		$744K Buy
+3,328
New +$801K 0.13% 92
2023
Q3 		– Sell
-1,030
Closed -$233K – 158
2023
Q2 		$233K Sell
1,030
-35
-3% -$7.01K 0.05% 143
2023
Q1 		$220K Sell
1,065
-2,910
-73% -$529K 0.07% 96
2022
Q4 		$665K Buy
3,975
+2,045
+106% +$319K 0.24% 67
2022
Q3 		$294K Buy
+1,930
New +$302K 0.12% 76
2022
Q2 		– Sell
-1,185
Closed -$284K – 93
2022
Q1 		$284K Hold
1,185
– – 0.13% 77
2021
Q4 		$324K Buy
+1,185
New +$329K 0.14% 74

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

Sendero Wealth Management's WDAY Position: Q2 2026 in Review

Sendero Wealth Management increased its Workday (WDAY) stake by 54% in Q2 2026, buying an estimated $686K and bringing the position to 15,392 shares worth $1.88M. The position accounts for 0.19% of the portfolio, ranked #84.

Sendero Wealth Management first reported a position in WDAY in Q4 2021 and has held it in 15 quarters since. The position peaked at $2.07M in Q3 2025. 914 funds tracked by Wall St. Rank hold WDAY as of Q2 2026.

  • Sendero Wealth Management held 15,392 shares of Workday worth $1.88M as of Q2 2026.
  • Sendero Wealth Management bought 5,414 Workday shares in Q2 2026, an estimated $686K.
  • Workday made up 0.19% of Sendero Wealth Management's portfolio in Q2 2026, its #84 holding.
  • Sendero Wealth Management first reported a position in Workday in Q4 2021 and has held it in 15 quarters since.
  • Sendero Wealth Management's Workday position peaked at $2.07M in Q3 2025.
  • 914 funds tracked by Wall St. Rank held Workday as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.