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Summit Global Investments’s Workday WDAY Stock Holding History

Summit Global Investments’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
Q4 		– Sell
-8,642
Closed -$2.08M – 548
2025
Q3 		$2.08M Buy
+8,642
New +$2M 0.12% 103
2025
Q1 		– Sell
-3,832
Closed -$989K – 594
2024
Q4 		$989K Sell
3,832
-778
-17% -$199K 0.06% 217
2024
Q3 		$1.13M Sell
4,610
-5,290
-53% -$1.25M 0.07% 228
2024
Q2 		$2.21M Buy
9,900
+5,089
+106% +$1.23M 0.15% 123
2024
Q1 		$1.31M Buy
+4,811
New +$1.37M 0.1% 167
2023
Q3 		– Sell
-1,382
Closed -$312K – 618
2023
Q2 		$312K Buy
+1,382
New +$277K 0.02% 415

Other funds holding WDAY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Summit Global Investments's WDAY Position: Q4 2025 in Review

Summit Global Investments sold out of Workday (WDAY) in Q4 2025, closing a stake of 8,642 shares — an estimated $2.08M sold.

Summit Global Investments first reported a position in WDAY in Q2 2023 and held it in 6 quarters. The position peaked at $2.21M in Q2 2024. 1,095 funds tracked by Wall St. Rank hold WDAY as of Q4 2025.

  • Summit Global Investments reported no remaining Workday position as of Q4 2025 after selling out during the quarter.
  • Summit Global Investments sold 8,642 Workday shares in Q4 2025, an estimated $2.08M.
  • Summit Global Investments first reported a position in Workday in Q2 2023 and held it in 6 quarters.
  • Summit Global Investments's Workday position peaked at $2.21M in Q2 2024.
  • 1,095 funds tracked by Wall St. Rank held Workday as of Q4 2025.

Based on Summit Global Investments's 13F filing for Q4 2025, filed 18 Feb 2026.