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Summit Financial’s Workday WDAY Stock Holding History

Summit Financial’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 		– Sell
-1,390
Closed -$299K – 1472
2025
Q4 		$299K Sell
1,390
-97
-7% -$22K ﹤0.01% 1090
2025
Q3 		$358K Sell
1,487
-4,989
-77% -$1.15M 0.01% 1003
2025
Q2 		$1.55M Sell
6,476
-168
-3% -$40.9K 0.04% 337
2025
Q1 		$1.55M Sell
6,644
-718
-10% -$183K 0.04% 296
2024
Q4 		$1.9M Buy
7,362
+391
+6% +$99.9K 0.07% 222
2024
Q3 		$1.7M Buy
6,971
+8
+0.1% +$1.89K 0.07% 192
2024
Q2 		$1.56M Buy
6,963
+2,148
+45% +$517K 0.07% 179
2024
Q1 		$1.31M Sell
4,815
-8,310
-63% -$2.37M 0.08% 153
2023
Q4 		$3.62M Buy
13,125
+7,115
+118% +$1.69M 0.24% 58
2023
Q3 		$1.29M Buy
+6,010
New +$1.39M 0.1% 135

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

Summit Financial's WDAY Position: Q1 2026 in Review

Summit Financial sold out of Workday (WDAY) in Q1 2026, closing a stake of 1,390 shares — an estimated $299K sold.

Summit Financial first reported a position in WDAY in Q3 2023 and held it in 10 quarters. The position peaked at $3.62M in Q4 2023. 936 funds tracked by Wall St. Rank hold WDAY as of Q1 2026.

  • Summit Financial reported no remaining Workday position as of Q1 2026 after selling out during the quarter.
  • Summit Financial sold 1,390 Workday shares in Q1 2026, an estimated $299K.
  • Summit Financial first reported a position in Workday in Q3 2023 and held it in 10 quarters.
  • Summit Financial's Workday position peaked at $3.62M in Q4 2023.
  • 936 funds tracked by Wall St. Rank held Workday as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.