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
2023 Q1	–	Sell	-5,000	Closed	-$837K	–	1339
2022 Q4	$837K	Buy	+5,000	New	+$780K	0.03%	184

Other funds holding WDAY

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 Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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 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. 935 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.
935 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.