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Smith Group Asset Management’s Workday WDAY Stock Holding History

Smith Group Asset 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
Q1 		$22.6M Buy
173,739
+15,377
+10% +$2.44M 1.15% 38
2025
Q4 		$34M Buy
158,362
+5,958
+4% +$1.35M 1.8% 28
2025
Q3 		$36.7M Buy
152,404
+36,432
+31% +$8.42M 2.11% 20
2025
Q2 		$27.8M Buy
115,972
+2,870
+3% +$699K 1.83% 26
2025
Q1 		$26.4M Buy
113,102
+4,089
+4% +$1.04M 1.98% 22
2024
Q4 		$28.1M Buy
109,013
+9,324
+9% +$2.38M 2.07% 18
2024
Q3 		$24.4M Buy
99,689
+1,586
+2% +$375K 2.02% 20
2024
Q2 		$21.9M Buy
98,103
+4,423
+5% +$1.06M 1.95% 22
2024
Q1 		$25.6M Buy
93,680
+9,941
+12% +$2.83M 1.46% 23
2023
Q4 		$23.1M Buy
+83,739
New +$19.9M 1.35% 22
2021
Q1 		– Sell
-1,800
Closed -$431K – 344
2020
Q4 		$431K Sell
1,800
-33,350
-95% -$7.49M 0.02% 144
2020
Q3 		$7.56M Buy
+35,150
New +$6.95M 0.4% 59
2018
Q1 		– Sell
-84,980
Closed -$8.65M – 463
2017
Q4 		$8.65M Sell
84,980
-2,100
-2% -$224K 0.27% 84
2017
Q3 		$9.18M Sell
87,080
-22,110
-20% -$2.28M 0.31% 78
2017
Q2 		$10.6M Buy
+109,190
New +$10.2M 0.33% 81

Other funds holding WDAY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Smith Group Asset Management's WDAY Position: Q1 2026 in Review

Smith Group Asset Management increased its Workday (WDAY) stake by 9.7% in Q1 2026, buying an estimated $2.44M and bringing the position to 173,739 shares worth $22.6M. The position accounts for 1.15% of the portfolio, ranked #38.

Smith Group Asset Management first reported a position in WDAY in Q2 2017 and has held it in 15 quarters since. The position peaked at $36.7M in Q3 2025. 935 funds tracked by Wall St. Rank hold WDAY as of Q1 2026.

  • Smith Group Asset Management held 173,739 shares of Workday worth $22.6M as of Q1 2026.
  • Smith Group Asset Management bought 15,377 Workday shares in Q1 2026, an estimated $2.44M.
  • Workday made up 1.15% of Smith Group Asset Management's portfolio in Q1 2026, its #38 holding.
  • Smith Group Asset Management first reported a position in Workday in Q2 2017 and has held it in 15 quarters since.
  • Smith Group Asset Management's Workday position peaked at $36.7M in Q3 2025.
  • 935 funds tracked by Wall St. Rank held Workday as of Q1 2026.

Based on Smith Group Asset Management's 13F filing for Q1 2026, filed 18 May 2026.