SkyOak Wealth’s Workday WDAY Stock Holding History

SkyOak Wealth’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 Q1	–	Sell	-800	Closed	-$206K	–	276
2024 Q4	$206K	Buy	+800	New	+$204K	0.04%	237
2024 Q2	–	Sell	-800	Closed	-$218K	–	266
2024 Q1	$218K	Hold	800	–	–	0.05%	222
2023 Q4	$221K	Buy	+800	New	+$190K	0.06%	218
2022 Q1	–	Sell	-800	Closed	-$219K	–	273
2021 Q4	$219K	Buy	+800	New	+$222K	0.06%	215
2021 Q2	–	Sell	-800	Closed	-$209K	–	250
2021 Q1	$209K	Buy	+800	New	+$198K	0.06%	213
2020 Q3	–	Sell	-1,580	Closed	-$296K	–	247
2020 Q2	$296K	Buy	+1,580	New	+$255K	0.11%	182

Other funds holding WDAY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

SkyOak Wealth's WDAY Position: Q1 2025 in Review

SkyOak Wealth sold out of Workday (WDAY) in Q1 2025, closing a stake of 800 shares — an estimated $206K sold.

SkyOak Wealth first reported a position in WDAY in Q2 2020 and held it in 6 quarters. The position peaked at $296K in Q2 2020. 1,146 funds tracked by Wall St. Rank hold WDAY as of Q1 2025.

SkyOak Wealth reported no remaining Workday position as of Q1 2025 after selling out during the quarter.
SkyOak Wealth sold 800 Workday shares in Q1 2025, an estimated $206K.
SkyOak Wealth first reported a position in Workday in Q2 2020 and held it in 6 quarters.
SkyOak Wealth's Workday position peaked at $296K in Q2 2020.
1,146 funds tracked by Wall St. Rank held Workday as of Q1 2025.

Based on SkyOak Wealth's 13F filing for Q1 2025, filed 1 May 2025.