Summit Securities Group
WDAY icon

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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Summit Securities Group's WDAY Position: Q3 2026 in Review

Summit Securities Group opened a new position in Workday (WDAY) in Q3 2026: 344 shares worth $65.5K. The stake represents 0.01% of the portfolio and ranks #511 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in WDAY as recently as Q4 2025.

Summit Securities Group first reported a position in WDAY in Q1 2015 and has held it in 12 quarters since. The position peaked at $275K in Q1 2017. 703 funds tracked by Wall St. Rank hold WDAY as of Q3 2026.

  • Summit Securities Group held 344 shares of Workday worth $65.5K as of Q3 2026.
  • Workday was a new Summit Securities Group position in Q3 2026.
  • Workday made up 0.01% of Summit Securities Group's portfolio in Q3 2026, its #511 holding.
  • Summit Securities Group first reported a position in Workday in Q1 2015 and has held it in 12 quarters since.
  • Summit Securities Group's Workday position peaked at $275K in Q1 2017.
  • 703 funds tracked by Wall St. Rank held Workday as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.