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Summit Securities Group’s Workday WDAY Stock Holding History

Summit Securities Group’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
-647
Closed -$139K – 1408
2025
Q4 		$139K Buy
647
+578
+838% +$131K 0.02% 400
2025
Q3 		$16.6K Buy
+69
New +$16K ﹤0.01% 809
2025
Q1 		– Sell
-34
Closed -$8.77K – 1122
2024
Q4 		$8.77K Buy
+34
New +$8.69K ﹤0.01% 477
2024
Q3 		– Sell
-28
Closed -$6K – 895
2024
Q2 		$6K Sell
28
-222
-89% -$53.4K ﹤0.01% 484
2024
Q1 		$68K Buy
250
+233
+1,371% +$66.3K 0.01% 228
2023
Q4 		$5K Sell
17
-117
-87% -$27.9K ﹤0.01% 567
2023
Q3 		$29K Buy
+134
New +$31.1K ﹤0.01% 334
2022
Q4 		– Sell
-499
Closed -$77.8K – 1406
2022
Q3 		$76K Buy
+499
New +$78.1K 0.01% 564
2022
Q2 		– Sell
-806
Closed -$193K – 1251
2022
Q1 		$193K Buy
+806
New +$192K 0.02% 388
2017
Q2 		– Sell
-3,307
Closed -$275K – 375
2017
Q1 		$275K Buy
+3,307
New +$275K 0.08% 240
2015
Q2 		– Sell
-470
Closed -$40K – 596
2015
Q1 		$40K Buy
+470
New +$39.7K 0.03% 207

Other funds holding WDAY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Summit Securities Group's WDAY Position: Q1 2026 in Review

Summit Securities Group sold out of Workday (WDAY) in Q1 2026, closing a stake of 647 shares — an estimated $139K sold.

Summit Securities Group first reported a position in WDAY in Q1 2015 and held it in 11 quarters. The position peaked at $275K in Q1 2017. 940 funds tracked by Wall St. Rank hold WDAY as of Q1 2026.

  • Summit Securities Group reported no remaining Workday position as of Q1 2026 after selling out during the quarter.
  • Summit Securities Group sold 647 Workday shares in Q1 2026, an estimated $139K.
  • Summit Securities Group first reported a position in Workday in Q1 2015 and held it in 11 quarters.
  • Summit Securities Group's Workday position peaked at $275K in Q1 2017.
  • 940 funds tracked by Wall St. Rank held Workday as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.