Southeast Asset Advisors’s Workday WDAY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$204K Sell
1,570
-252
-14% -$40K 0.02% 209
2025
Q4
$391K Sell
1,822
-1,615
-47% -$367K 0.04% 159
2025
Q3
$827K Buy
+3,437
New +$795K 0.09% 111

Other funds holding WDAY

Southeast Asset Advisors's WDAY Position: Q1 2026 in Review

Southeast Asset Advisors reduced its Workday (WDAY) stake by 14% in Q1 2026, selling an estimated $40K and leaving 1,570 shares worth $204K. The position accounts for 0.02% of the portfolio, ranked #209.

Southeast Asset Advisors first reported a position in WDAY in Q3 2025 and has held it in 3 quarters since. The position peaked at $827K in Q3 2025. 936 funds tracked by Wall St. Rank hold WDAY as of Q1 2026.

  • Southeast Asset Advisors held 1,570 shares of Workday worth $204K as of Q1 2026.
  • Southeast Asset Advisors sold 252 Workday shares in Q1 2026, an estimated $40K.
  • Workday made up 0.02% of Southeast Asset Advisors's portfolio in Q1 2026, its #209 holding.
  • Southeast Asset Advisors first reported a position in Workday in Q3 2025 and has held it in 3 quarters since.
  • Southeast Asset Advisors's Workday position peaked at $827K in Q3 2025.
  • 936 funds tracked by Wall St. Rank held Workday as of Q1 2026.

Based on Southeast Asset Advisors's 13F filing for Q1 2026, filed 13 May 2026.