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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
2021
Q2 		– Sell
-20
Closed -$479K – 893
2021
Q1 		$479K Hold
20
– – 0.05% 328
2020
Q4 		$479K Buy
+20
New +$4.49K 0.04% 355

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 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.